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Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
Waverly Advisors
Alabama
$260K +$288K +2,439 New
AIM
502
Anchor Investment Management
South Carolina
$258K -$129K -1,095 -31%
CL
503
Choreo LLC
Illinois
$256K +$282K +2,389 New
IPAM
504
ICICI Prudential Asset Management
India
$256K +$26.8K +227 +10%
AAM
505
Advisors Asset Management
Colorado
$253K -$40.1K -340 -13%
NP
506
NorthRock Partners
Minnesota
$251K -$20.9K -177 -7%
BFG
507
Bleakley Financial Group
New Jersey
$243K -$59.7K -506 -18%
SW
508
Simplicity Wealth
New Jersey
$243K -$58.4K -495 -18%
JIC
509
Johnson Investment Counsel
Ohio
$243K -$4.96K -42 -2%
1SB
510
1ST Source Bank
Indiana
$243K
SFI
511
Siemens Fonds Invest
Germany
$241K
LSAG
512
Lake Street Advisors Group
New Hampshire
$239K +$2.13K +18 +0.8%
AFAS
513
Acorn Financial Advisory Services
Virginia
$238K -$472 -4 -0.2%
ONB
514
Old National Bancorp
Indiana
$237K -$71.4K -605 -21%
GIA
515
GHP Investment Advisors
Colorado
$231K -$1.01M -8,560 -80%
CCM
516
Coldstream Capital Management
Washington
$230K -$30.8K -261 -11%
CI
517
Cigna Investments
Connecticut
$230K
WW
518
Westshore Wealth
California
$230K -$2.36K -20 -0.9%
EFM
519
E Fund Management
China
$229K +$4.96K +42 +2%
ATC
520
Argent Trust Co
Tennessee
$229K +$118 +1 +0%
TIAA Trust, National Association
521
TIAA Trust, National Association
North Carolina
$227K +$32.6K +276 +15%
NAS
522
Nicolet Advisory Services
Wisconsin
$227K -$8.38K -71 -3%
BOH
523
Bank of Hawaii
Hawaii
$226K +$250K +2,119 New
GF
524
Gabelli Funds
New York
$224K -$17.7K -150 -7%
WMG
525
WESCAP Management Group
California
$224K -$16.8K -142 -6%