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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
426
Bar Harbor Wealth Management
New Hampshire
$758K – – –
Brown Advisory
427
Brown Advisory
Maryland
$757K +$32K +1,429 +5%
IG
428
ING Group
Netherlands
$747K -$2.63M -117,315 -80%
CI
429
Constellation Investments
Ohio
$742K +$15.7K +701 +2%
V
430
Veritable
Delaware
$739K +$226K +10,094 +54%
OMCS
431
Old Mutual Customised Solutions
South Africa
$732K – – –
MSV
432
MN Services Vermogensbeheer
Netherlands
$723K +$722K +32,218 New
QI
433
Quotient Investors
New York
$721K +$631K +28,180 New
MA
434
MUFG Americas
New York
$719K -$16.1K -720 -2%
FTIOP
435
Fiduciary Trust International of Pennsylvania
Pennsylvania
$718K -$14.1K -631 -2%
CLOS
436
Compagnie Lombard Odier SCmA
Switzerland
$709K – – –
BRWA
437
B. Riley Wealth Advisors
Florida
$709K +$342K +15,288 +55%
UCFA
438
United Capital Financial Advisors
Texas
$708K -$93.9K -4,190 -13%
NSIM
439
North Star Investment Management
Illinois
$705K +$44.3K +1,977 +8%
WCM
440
Windsor Capital Management
Arizona
$703K +$616K +27,493 New
SFM
441
Signet Financial Management
New Jersey
$701K +$323K +14,436 +111%
BWAM
442
Boyd Watterson Asset Management
Ohio
$690K -$301K -13,429 -33%
NC
443
NewSquare Capital
Pennsylvania
$681K -$41.6K -1,857 -7%
ICAS
444
Investors Capital Advisory Services
Massachusetts
$676K -$2.4K -107 -0.4%
BIA
445
Barry Investment Advisors
Massachusetts
$676K +$5.33K +238 +0.9%
BBA
446
BLB&B Advisors
Pennsylvania
$662K -$1.97K -88 -0.3%
Truist Financial
447
Truist Financial
North Carolina
$654K +$139K +6,190 +32%
CIC
448
Cornercap Investment Counsel
Georgia
$653K +$69.4K +3,098 +14%
TNBTD
449
Trustmark National Bank Trust Department
Mississippi
$650K -$99.5K -4,442 -15%
SF
450
Synovus Financial
Georgia
$641K +$101K +4,494 +22%