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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
676
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$320K +$12.1K +114 +4%
SGCA
677
Steel Grove Capital Advisors
Tennessee
$314K – – –
FC
678
Fayerweather Charles
$312K +$55.2K +520 +23%
Creative Planning
679
Creative Planning
Kansas
$311K -$35.8K -337 -11%
BCM
680
BlueCrest Capital Management
Jersey
$309K +$294K +2,768 New
AI
681
Atria Investments
North Carolina
$308K -$10.7K -101 -4%
LH
682
Lebenthal Holdings
New York
$308K +$294K +2,765 New
BB
683
Bell Bank
North Dakota
$307K -$10.6K -100 -4%
PI
684
PineBridge Investments
New York
$307K – – –
SS
685
Simplicity Solutions
Minnesota
$302K -$1.49M -13,985 -84%
CCM
686
Carlson Capital Management
Minnesota
$301K – – –
CIA
687
Choate Investment Advisors
Massachusetts
$301K +$287K +2,698 New
QCMC
688
Quantum Capital Management (California)
California
$297K -$41K -386 -13%
TNBTD
689
Trustmark National Bank Trust Department
Mississippi
$292K -$2.76K -26 -1%
ZIC
690
ZWJ Investment Counsel
Georgia
$289K – – –
CCA
691
Checchi Capital Advisers
California
$284K -$22.9K -216 -8%
SCM
692
Shelton Capital Management
Colorado
$283K +$21.2K +200 +9%
SFSIG
693
San Francisco Sentry Investment Group
California
$281K – – –
GT
694
Greenleaf Trust
Michigan
$279K -$68K -640 -20%
FTI
695
Fiduciary Trust International
Massachusetts
$279K – – –
RCAG
696
Rehmann Capital Advisory Group
Michigan
$275K +$16.3K +153 +7%
TC
697
Telemus Capital
Michigan
$270K +$257K +2,421 New
MFW
698
Meristem Family Wealth
Minnesota
$268K +$4.67K +44 +2%
WS
699
Wedbush Securities
California
$268K +$255K +2,403 New
AP
700
Advisor Partners
California
$267K -$181K -1,704 -42%