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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
301
Becker Capital Management
Oregon
$288K
EDRH
302
Edmond de Rothschild Holding
Switzerland
$267K
MNBTD
303
Moody National Bank Trust Division
Texas
$265K
DADC
304
D.A. Davidson & Co
Montana
$264K +$3.75K +50 +1%
ANRIA
305
American National Registered Investment Advisor
Texas
$260K
AA
306
ALPS Advisors
Colorado
$258K +$259K +3,450 New
SP
307
Symmetry Partners
Connecticut
$257K
GT
308
Greenleaf Trust
Michigan
$255K +$256K +3,410 New
BFM
309
Boothbay Fund Management
New York
$253K +$254K +3,386 New
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$251K +$13.4K +178 +6%
William Blair & Company
311
William Blair & Company
Illinois
$250K -$26.7K -355 -10%
ONB
312
Old National Bancorp
Indiana
$245K -$30.9K -411 -11%
FCI
313
Financial Counselors Inc
Kansas
$245K -$25.7K -342 -9%
VWA
314
V Wealth Advisors
Kansas
$243K -$30K -400 -11%
OFS
315
OneAscent Financial Services
Alabama
$238K +$17.4K +232 +8%
Cerity Partners
316
Cerity Partners
New York
$237K +$239K +3,180 New
NA
317
NewEdge Advisors
Louisiana
$231K +$232K +3,091 New
TI
318
Tidal Investments
Wisconsin
$230K -$71.7K -955 -24%
CB
319
Cadence Bank
Mississippi
$224K
HCM
320
Hilton Capital Management
New York
$221K +$9.98K +133 +5%
GD
321
Grandfield & Dodd
New York
$220K -$271K -3,605 -56%
DT
322
Diversified Trust
Tennessee
$219K -$73K -973 -25%
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$217K -$2.03K -27 -0.9%
PCM
324
Prelude Capital Management
New York
$217K +$218K +2,906 New
HNB
325
Huntington National Bank
Ohio
$216K -$2.78K -37 -1%