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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
MAI Capital Management
Ohio
$324K -$5.53K -67 -2%
AAM
452
Aureus Asset Management
Massachusetts
$318K -$33K -400 -10%
NSAM
453
North Star Asset Management
Wisconsin
$313K – – –
TH
454
TCTC Holdings
Texas
$310K – – –
Macquarie Group
455
Macquarie Group
Australia
$310K +$182K +2,200 +169%
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$306K +$990 +12 +0.3%
PP
457
Prudential plc
United Kingdom
$298K +$278K +3,366 New
PA
458
Profund Advisors
Maryland
$295K -$6.02K -73 -2%
LC
459
Loews Corp
New York
$290K – – –
WAM
460
Wealthspire Advisors (Maryland)
Maryland
$290K +$7.76K +94 +3%
AWM
461
AE Wealth Management
Kansas
$285K +$265K +3,215 New
CI
462
Conning Inc
Connecticut
$284K -$21.8K -264 -8%
CAAS
463
Capital Asset Advisory Services
Michigan
$283K -$8.42K -102 -3%
EA
464
Elm Advisors
California
$282K – – –
BFO
465
Boston Family Office
Massachusetts
$278K – – –
RIM
466
Redpoint Investment Management
Australia
$277K – – –
FA
467
FDx Advisors
Illinois
$276K +$257K +3,115 New
FRM
468
Fox Run Management
Connecticut
$274K +$255K +3,091 New
AIM
469
Anchor Investment Management
South Carolina
$274K -$4.7K -57 -2%
JFGIW
470
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$272K -$54.5K -660 -18%
KC
471
KHP Capital
Oklahoma
$272K +$254K +3,073 New
JT
472
Jump Trading
Illinois
$272K +$254K +3,078 New
BCWM
473
Bartlett & Co Wealth Management
Ohio
$270K +$28.9K +350 +13%
BC
474
Bartlett & Co
Ohio
$270K +$28.9K +350 +13%
PP
475
Patten & Patten
Tennessee
$261K – – –