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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
351
Plante Moran Financial Advisors
Michigan
$200K -$29.8K -5,000 -13%
SWM
352
SeaCrest Wealth Management
New York
$197K +$203K +34,000 New
EOJOAM
353
E. Ohman J:or Asset Management
Sweden
$173K – – –
MCA
354
Mercer Capital Advisers
New Jersey
$169K -$2.98K -500 -2%
WAM
355
Wealthspire Advisors (Maryland)
Maryland
$165K +$73.4K +12,300 +76%
AIP
356
Ameritas Investment Partners
Nebraska
$160K -$32.2K -5,400 -16%
QT
357
Quantbot Technologies
New York
$156K +$162K +27,150 New
RFC
358
Regions Financial Corp
Alabama
$146K +$151K +25,300 New
LWCFA
359
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$140K +$23.3K +3,900 +19%
WT
360
Whittier Trust
California
$137K -$40.6K -6,800 -22%
FIB
361
First Interstate Bank
Montana
$137K – – –
FANJ
362
Financial Architects (New Jersey)
New Jersey
$133K +$134K +22,500 +4,500%
LS
363
Livforsakringsbolaget Skandia
Sweden
$127K -$29.8K -5,000 -19%
MFW
364
Mosaic Family Wealth
Missouri
$126K +$121K +20,350 +1,357%
CAW
365
Cornerstone Advisors (Washington)
Washington
$120K -$14.9K -2,500 -11%
DZ Bank
366
DZ Bank
Germany
$116K – – –
SFM
367
Sphera Funds Management
Israel
$116K – – –
SWP
368
Stratos Wealth Partners
Ohio
$116K +$120K +20,100 New
OMCS
369
Old Mutual Customised Solutions
South Africa
$107K – – –
RIM
370
Rampart Investment Management
Connecticut
$100K -$5.37K -900 -5%
First Manhattan
371
First Manhattan
New York
$98K -$116K -19,500 -53%
BC
372
Bartlett & Co
Ohio
$96K – – –
Federated Hermes
373
Federated Hermes
Pennsylvania
$91K -$15.2K -2,550 -14%
AF
374
Advisornet Financial
Minnesota
$82K +$85K +14,250 New
QI
375
QS Investors
New York
$79K – – –