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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
651
Lombard Odier Asset Management (Switzerland)
Switzerland
$494K +$477K +1,767 New
DPIM
652
Duff & Phelps Investment Management
Illinois
$490K -$31K -115 -6%
SIA
653
Strategic Investment Advisors
Michigan
$474K +$9.17K +34 +2%
TCOV
654
Trust Company of Vermont
Vermont
$470K -$19.7K -73 -4%
IAP
655
Indie Asset Partners
Indiana
$470K +$143K +530 +46%
PL
656
Plancorp LLC
Missouri
$469K -$270 -1 -0.1%
KCM
657
Kendall Capital Management
Maryland
$469K +$10.8K +40 +2%
SIM
658
Sentry Investment Management
Wisconsin
$465K -$2.24M -8,319 -83%
PTC
659
Private Trust Company
Ohio
$464K -$11.1K -41 -2%
MGIA
660
Moneta Group Investment Advisors
Missouri
$464K +$447K +1,659 New
B
661
Bailard
California
$451K
SFM
662
Systematic Financial Management
New Jersey
$448K
WF
663
Welch & Forbes
Massachusetts
$446K -$16.2K -60 -4%
CPIA
664
Cornell Pochily Investment Advisors
New York
$445K +$17.5K +65 +4%
WANY
665
Wealthspire Advisors (New York)
New York
$445K +$64.7K +240 +18%
CGL
666
Clarius Group LLC
Washington
$441K +$80.4K +298 +23%
TNB
667
TCF National Bank
South Dakota
$434K -$6.74K -25 -2%
SIA
668
SkyView Investment Advisors
New Jersey
$434K +$65.8K +244 +19%
RWM
669
Ritholtz Wealth Management
New York
$430K +$94.4K +350 +29%
SCM
670
Stevens Capital Management
Pennsylvania
$429K +$413K +1,532 New
TCM
671
Twin Capital Management
Pennsylvania
$428K -$3.05M -11,298 -88%
DT
672
Diversified Trust
Tennessee
$425K -$59.6K -221 -13%
FTDI
673
First Trust Direct Indexing
Massachusetts
$422K +$34K +126 +9%
CGA
674
Crescent Grove Advisors
Illinois
$420K
SACTSONJ
675
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$420K