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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
526
Stratos Wealth Partners
Ohio
$347K +$3.1K +31 +0.9%
HMS
527
Hanseatic Management Services
New Mexico
$347K +$333K +3,330 New
VDI
528
Vaughan David Investments
Illinois
$344K – – –
YL
529
YCG LLC
Texas
$344K +$50K +500 +18%
EP
530
Edgestream Partners
New Jersey
$343K +$329K +3,287 New
OI
531
Oakbrook Investments
Illinois
$339K +$325K +3,250 New
VHAM
532
Van Hulzen Asset Management
California
$338K +$324K +3,240 New
HA
533
Hamel Associates
New Jersey
$333K – – –
WT
534
Washington Trust
Rhode Island
$333K +$16.5K +165 +5%
WCM Investment Management
535
WCM Investment Management
California
$330K -$328K -3,280 -51%
BPBT
536
Boston Private Bank & Trust
Massachusetts
$330K -$261K -2,614 -45%
SW
537
SVB Wealth
Massachusetts
$330K +$317K +3,166 New
BHWM
538
Bar Harbor Wealth Management
New Hampshire
$329K – – –
SBH
539
Segall Bryant & Hamill
Illinois
$329K – – –
CA
540
Cambridge Advisors
Nebraska
$329K +$315K +3,154 New
CICI
541
Capital Investment Counsel Inc
North Carolina
$323K -$20K -200 -6%
Daiwa Securities Group
542
Daiwa Securities Group
Japan
$323K -$20K -200 -6%
BHIA
543
Birch Hill Investment Advisors
Massachusetts
$320K – – –
Thrivent Financial for Lutherans
544
Thrivent Financial for Lutherans
Minnesota
$318K +$10K +100 +3%
PNC
545
Park National Corp
Ohio
$318K – – –
NFG
546
Next Financial Group
Texas
$310K -$272K -2,723 -48%
EWA
547
Exencial Wealth Advisors
Oklahoma
$307K +$100 +1 +0%
NBC
548
Neuberger Berman Canada
Ontario, Canada
$307K +$294K +2,943 New
Belvedere Trading
549
Belvedere Trading
Illinois
$304K +$292K +2,920 New
HPBT
550
High Point Bank & Trust
North Carolina
$302K – – –