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Name Holding Trade Value Shares
Change
Change in
Stake
VKH
526
Virtu KCG Holdings
New York
$383K +$376K +3,467 New
PMFA
527
Plante Moran Financial Advisors
Michigan
$381K – – –
Truist Financial
528
Truist Financial
North Carolina
$375K -$53.1K -489 -13%
SCM
529
Southport Capital Management
Tennessee
$373K -$662K -6,101 -64%
Mariner
530
Mariner
Kansas
$368K – – –
VDI
531
Vaughan David Investments
Illinois
$367K +$2.17K +20 +0.6%
IH
532
IFC Holdings
Florida
$361K -$27.6K -254 -7%
BPBT
533
Boston Private Bank & Trust
Massachusetts
$360K +$9.88K +91 +3%
SW
534
SVB Wealth
Massachusetts
$360K +$9.88K +91 +3%
Thrivent Financial for Lutherans
535
Thrivent Financial for Lutherans
Minnesota
$359K +$21.7K +200 +7%
SCM
536
Schnieders Capital Management
California
$359K +$89K +820 +34%
PL
537
Parkwood LLC
Ohio
$359K +$353K +3,250 New
SWP
538
Stratos Wealth Partners
Ohio
$356K -$13.1K -121 -4%
HA
539
Hamel Associates
New Jersey
$353K – – –
PWLP
540
Prio Wealth Limited Partnership
Massachusetts
$351K +$109K +1,000 +46%
IRS
541
Invictus RG (Singapore)
Singapore
$351K +$342K +3,150 +11,667%
HH
542
Hilltop Holdings
Texas
$350K -$69.7K -642 -17%
SBH
543
Segall Bryant & Hamill
Illinois
$349K – – –
BHWM
544
Bar Harbor Wealth Management
New Hampshire
$348K – – –
CA
545
Cambridge Advisors
Nebraska
$348K – – –
DWM
546
Destination Wealth Management
California
$344K +$73.5K +677 +28%
BHIA
547
Birch Hill Investment Advisors
Massachusetts
$339K – – –
PNC
548
Park National Corp
Ohio
$337K – – –
WCM Investment Management
549
WCM Investment Management
California
$327K -$22.8K -210 -7%
CIC
550
Crawford Investment Counsel
Georgia
$326K -$72.7K -670 -18%