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Name Holding Trade Value Shares
Change
Change in
Stake
TPM
676
Triasima Portfolio Management
Quebec, Canada
$264K – – –
WA
677
WBH Advisory
Maryland
$263K – – –
WT
678
Whittier Trust
California
$259K -$30.5K -344 -11%
RJT
679
Raymond James Trust
Florida
$257K -$35.5K -400 -13%
NFG
680
Next Financial Group
Texas
$257K +$3.9K +44 +2%
DADC
681
D.A. Davidson & Co
Montana
$256K +$17.7K +200 +8%
LOAMS
682
Lombard Odier Asset Management (Switzerland)
Switzerland
$255K +$237K +2,672 New
PWPS
683
Pinnacle Wealth Planning Services
Ohio
$252K +$355 +4 +0.2%
NIMI
684
Natixis Investment Managers International
France
$252K +$40.4K +456 +21%
PFS
685
Prospera Financial Services
Texas
$250K +$234K +2,640 New
SCM
686
Salem Capital Management
Massachusetts
$248K – – –
WSTAM
687
Wilbanks Smith & Thomas Asset Management
Virginia
$248K +$2.13K +24 +0.9%
NHC
688
Nicholas Hoffman & Company
Georgia
$247K – – –
CRC
689
Curi RMB Capital
Illinois
$246K -$17.7K -200 -7%
SEM
690
Suncoast Equity Management
Florida
$244K – – –
CWM
691
Connecticut Wealth Management
Connecticut
$240K +$7.09K +80 +3%
AIA
692
Angeles Investment Advisors
California
$239K – – –
MA
693
MJP Associates
Connecticut
$237K +$709 +8 +0.3%
WTC
694
WhitTier Trust Company
Nevada
$233K – – –
DAS
695
Dynamic Advisor Solutions
Arizona
$233K +$3.19K +36 +2%
DA
696
Detalus Advisors
Missouri
$231K +$214K +2,420 New
Acadian Asset Management
697
Acadian Asset Management
Massachusetts
$229K -$1.22M -13,720 -85%
GAG
698
GM Advisory Group
New York
$229K – – –
MIC
699
Meridian Investment Counsel
California
$229K – – –
MCM
700
Monarch Capital Management
Indiana
$229K – – –