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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
526
Baldwin Wealth Partners
Massachusetts
$646K +$51.5K +495 +9%
ACP
527
Ashfield Capital Partners
California
$637K
PIA
528
Peachtree Investment Advisors
Georgia
$626K +$624K +6,000 New
BTNA
529
Bremer Trust National Association
Minnesota
$622K -$52.6K -506 -8%
MHS
530
M Holdings Securities
Oregon
$609K +$608K +5,845 New
MAM
531
Martingale Asset Management
Massachusetts
$606K -$312 -3 -0.1%
AIP
532
Ameritas Investment Partners
Nebraska
$599K
CLOS
533
Compagnie Lombard Odier SCmA
Switzerland
$591K +$590K +5,675 New
SSB
534
Sandy Spring Bank
Maryland
$585K
AAIM
535
American Assets Investment Management
California
$573K +$156K +1,500 +38%
BHWM
536
Bar Harbor Wealth Management
New Hampshire
$561K -$3.12K -30 -0.6%
CC
537
Cipher Capital
New York
$560K +$247K +2,376 +79%
GC
538
Grace Capital
Massachusetts
$550K +$21.8K +210 +4%
TIM
539
Thompson Investment Management
Wisconsin
$549K -$10.4K -100 -2%
TBNY
540
Trustco Bank (New York)
New York
$545K -$5.2K -50 -0.9%
TCOTO
541
Trust Company of the Ozarks
Missouri
$545K
PI
542
PineBridge Investments
New York
$539K -$18.3M -176,262 -97%
ANB
543
Amarillo National Bank
Texas
$538K -$276K -2,653 -34%
NIA
544
Northstar Investment Advisors
Colorado
$538K
CBU
545
CIBC Bank USA
Illinois
$536K -$30.1K -290 -5%
RA
546
Rational Advisors
New York
$533K +$147K +1,412 +38%
DC
547
Deere & Company
Illinois
$532K
MM
548
Midas Management
New York
$532K
Toronto Dominion Bank
549
Toronto Dominion Bank
Ontario, Canada
$527K +$408K +3,928 +349%
CIC
550
Crawford Investment Counsel
Georgia
$521K