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Name Holding Trade Value Shares
Change
Change in
Stake
YL
526
YCG LLC
Texas
$344K +$50K +500 +18%
EP
527
Edgestream Partners
New Jersey
$343K +$329K +3,287 New
OI
528
Oakbrook Investments
Illinois
$339K +$325K +3,250 New
VHAM
529
Van Hulzen Asset Management
California
$338K +$324K +3,240 New
HA
530
Hamel Associates
New Jersey
$333K
WT
531
Washington Trust
Rhode Island
$333K +$16.5K +165 +5%
WCM Investment Management
532
WCM Investment Management
California
$330K -$328K -3,280 -51%
BPBT
533
Boston Private Bank & Trust
Massachusetts
$330K -$261K -2,614 -45%
SW
534
SVB Wealth
Massachusetts
$330K +$317K +3,166 New
BHWM
535
Bar Harbor Wealth Management
New Hampshire
$329K
SBH
536
Segall Bryant & Hamill
Illinois
$329K
CA
537
Cambridge Advisors
Nebraska
$329K +$315K +3,154 New
CICI
538
Capital Investment Counsel Inc
North Carolina
$323K -$20K -200 -6%
Daiwa Securities Group
539
Daiwa Securities Group
Japan
$323K -$20K -200 -6%
BHIA
540
Birch Hill Investment Advisors
Massachusetts
$320K
Thrivent Financial for Lutherans
541
Thrivent Financial for Lutherans
Minnesota
$318K +$10K +100 +3%
PNC
542
Park National Corp
Ohio
$318K
NFG
543
Next Financial Group
Texas
$310K -$272K -2,723 -48%
EWA
544
Exencial Wealth Advisors
Oklahoma
$307K +$100 +1 +0%
NBC
545
Neuberger Berman Canada
Ontario, Canada
$307K +$294K +2,943 New
Belvedere Trading
546
Belvedere Trading
Illinois
$304K +$292K +2,920 New
HPBT
547
High Point Bank & Trust
North Carolina
$302K
CPO
548
Cerity Partners OCIO
New York
$302K +$290K +2,899 New
CCM
549
Carderock Capital Management
Maryland
$301K +$4.1K +41 +1%
AGM
550
Alpine Global Management
New York
$296K +$284K +2,842 New