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Name Holding Trade Value Shares
Change
Change in
Stake
AT
501
Arden Trust
Delaware
$236K -$9.52K -428 -3%
YMRC
502
Yorktown Management & Research Company
Virginia
$233K
GT
503
Greenleaf Trust
Michigan
$232K -$2.49K -112 -0.8%
CAL
504
Capital Analysts LLC
Pennsylvania
$232K +$301K +13,520 New
CNBT
505
Canandaigua National Bank & Trust
New York
$228K -$155K -6,976 -34%
BF
506
BOK Financial
Oklahoma
$228K +$295K +13,264 New
AII
507
AGF Investments Inc
Ontario, Canada
$228K +$297K +13,332 New
AA
508
ALPS Advisors
Colorado
$221K -$85.4K -3,836 -23%
HI
509
Horizon Investments
North Carolina
$215K -$562K -25,236 -67%
BDF
510
Balasa Dinverno & Foltz
$214K +$278K +12,476 New
GDP
511
Great Diamond Partners
Maine
$212K
PC
512
Permanens Capital
New York
$212K +$71.2K +3,200 +35%
RMDI
513
R.M. Davis Inc
Maine
$212K +$276K +12,396 New
JIC
514
Johnson Investment Counsel
Ohio
$210K -$8.72K -392 -3%
LSAG
515
Lake Street Advisors Group
New Hampshire
$207K -$5.7K -256 -2%
RHBC
516
R.H. Bluestein & Co
Michigan
$206K -$134K -6,000 -33%
NIM
517
Northeast Investment Management
Massachusetts
$205K -$44.2K -1,988 -14%
PPW
518
Parcion Private Wealth
Washington
$205K -$29.2K -1,312 -10%
GC
519
Gilbert & Cook
Iowa
$204K +$15.6K +700 +6%
SC
520
Sepio Capital
Utah
$203K -$2.05K -92 -0.8%
Canada Pension Plan Investment Board
521
Canada Pension Plan Investment Board
Ontario, Canada
$202K -$5.52M -248,172 -95%
AF
522
Allworth Financial
California
$199K
NFG
523
Next Financial Group
Texas
$191K -$139K -6,236 -36%
GSWM
524
Golden State Wealth Management
California
$188K +$244K +10,980 New
QI
525
QS Investors
New York
$184K -$6.5K -292 -3%