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Name Holding Trade Value Shares
Change
Change in
Stake
GT
601
Greenleaf Trust
Michigan
$241K -$38.1K -410 -14%
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$238K -$21.1K -227 -9%
FFA
603
First Foundation Advisors
California
$238K +$224K +2,411 New
WA
604
Waverly Advisors
Alabama
$237K
WA
605
WFG Advisors
Texas
$236K +$31K +333 +16%
CCM
606
Carlson Capital Management
Minnesota
$227K -$186K -2,000 -47%
OMCS
607
Old Mutual Customised Solutions
South Africa
$227K
BMO
608
Beck Mack & Oliver
New York
$227K +$214K +2,300 New
DBG
609
De Burlo Group
Massachusetts
$225K +$212K +2,275 New
KFS
610
KMS Financial Services
Washington
$224K +$211K +2,273 New
FHA
611
First Horizon Advisors
Tennessee
$218K +$186K +1,994 +927%
ATC
612
Argent Trust Company
Louisiana
$218K +$206K +2,210 New
GIS
613
Guardian Investor Services
New York
$211K -$2.05K -22 -1%
TNBTD
614
Trustmark National Bank Trust Department
Mississippi
$211K +$199K +2,136 New
AFG
615
Albion Financial Group
Utah
$207K +$195K +2,091 New
RT
616
Rockland Trust
Massachusetts
$206K -$10.3M -110,844 -98%
RBC
617
Ronald Blue & Co
Georgia
$206K +$194K +2,081 New
RFS
618
Rockefeller Financial Services
New York
$198K
Walleye Trading
619
Walleye Trading
New York
$195K +$184K +1,974 New
AIA
620
AGF Investments America
Ontario, Canada
$188K +$74.4K +800 +73%
PCM
621
Prelude Capital Management
New York
$187K +$176K +1,890 New
LSV Asset Management
622
LSV Asset Management
Illinois
$182K +$172K +1,850 New
MFS
623
MSI Financial Services
Massachusetts
$180K +$54K +580 +47%
PTC
624
Private Trust Company
Ohio
$159K -$352K -3,779 -70%
SCA
625
SAC Capital Advisors
Connecticut
$151K +$142K +1,529 New