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Name Holding Trade Value Shares
Change
Change in
Stake
BC
401
Bartlett & Co
Ohio
$883K +$225K +1,896 +37%
BCWM
402
Bartlett & Co Wealth Management
Ohio
$883K +$225K +1,896 +37%
KIA
403
KCM Investment Advisors
California
$879K +$185K +1,561 +29%
BFA
404
Brendel Financial Advisors
New Hampshire
$875K -$503K -4,237 -38%
SWMG
405
Strategic Wealth Management Group
Maryland
$874K – – –
CIA
406
Choate Investment Advisors
Massachusetts
$849K – – –
SF
407
Synovus Financial
Georgia
$849K +$36.5K +307 +5%
FCI
408
Financial Counselors Inc
Kansas
$844K -$111K -935 -12%
Jennison Associates
409
Jennison Associates
New York
$836K +$786K +6,618 New
RCAG
410
Rehmann Capital Advisory Group
Michigan
$830K +$6.41K +54 +0.8%
BHIA
411
Birch Hill Investment Advisors
Massachusetts
$826K – – –
AP
412
Advisor Partners
California
$809K -$7.01K -59 -0.9%
Thrivent Financial for Lutherans
413
Thrivent Financial for Lutherans
Minnesota
$797K -$28.4K -239 -4%
SC
414
SRB Corp
Massachusetts
$794K +$118K +994 +19%
B
415
BP
United Kingdom
$793K -$905K -7,621 -55%
X
416
Xponance
Pennsylvania
$789K +$50.8K +428 +7%
OTPPB
417
Ontario Teachers' Pension Plan Board
Ontario, Canada
$786K -$294K -2,479 -28%
FLPIM
418
F.L. Putnam Investment Management
Massachusetts
$784K -$11.9K -100 -2%
MIM
419
Marco Investment Management
Georgia
$765K +$119 +1 +0%
BS
420
Boenning & Scattergood
Pennsylvania
$758K – – –
DAM
421
Deltec Asset Management
New York
$757K +$713K +6,000 New
ONB
422
Old National Bancorp
Indiana
$755K -$373K -3,137 -34%
CTC
423
Central Trust Company
Missouri
$750K -$22.3K -188 -3%
MC
424
Maverick Capital
Texas
$740K +$696K +5,859 New
DI
425
Diligent Investors
California
$739K -$15.8K -133 -2%