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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
176
Beverly Hills Private Wealth
California
$417K -$31.5K -454 -7%
COI
177
Connable Office Inc
Michigan
$407K +$84.1K +1,212 +27%
HSBC Holdings
178
HSBC Holdings
United Kingdom
$406K +$400K +5,766 New
Vanguard Personalized Indexing Management
179
Vanguard Personalized Indexing Management
California
$402K -$97.5K -1,405 -20%
IIC
180
Integrated Investment Consultants
Michigan
$391K +$66.4K +956 +21%
CPBTD
181
Central Pacific Bank - Trust Division
Hawaii
$387K +$381K +5,485 New
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$380K +$7.22K +104 +2%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$374K -$10.3K -148 -3%
NYLIM
184
New York Life Investment Management
New York
$372K +$106K +1,526 +41%
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$366K +$6.53K +94 +2%
II
186
Inspire Investing
Idaho
$361K +$26K +375 +8%
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$358K +$16.1K +232 +5%
CAM
188
Cresset Asset Management
Illinois
$346K -$26.8K -386 -7%
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$338K -$365K -5,253 -52%
P
190
Pitcairn
Pennsylvania
$333K +$28.3K +408 +9%
IB
191
Intrust Bank
Kansas
$331K -$210K -3,022 -39%
AIP
192
Ameritas Investment Partners
Nebraska
$330K
CIC
193
Cornercap Investment Counsel
Georgia
$325K
CW
194
CreativeOne Wealth
Kansas
$322K +$42.6K +613 +15%
QC
195
Quent Capital
New York
$317K
Creative Planning
196
Creative Planning
Kansas
$306K +$82.6K +1,190 +38%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$304K -$60.1K -866 -17%
SAM
198
Shell Asset Management
Netherlands
$304K -$25.8K -371 -8%
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$299K +$15.5K +224 +6%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$295K -$717K -10,333 -71%