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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1226
Capital Investment Advisors
Georgia
$201K +$219K +884 New
HBT
1227
Hills Bank & Trust
Iowa
$201K +$219K +885 New
HT
1228
Heritage Trust
Oklahoma
$195K -$495 -2 -0.2%
IUHSA
1229
Itau Unibanco Holding S.A.
Brazil
$195K +$41.9K +169 +24%
PCG
1230
Private Capital Group
Connecticut
$192K -$11.4K -46 -5%
BFC
1231
Bedel Financial Consulting
Indiana
$191K – – –
RWA
1232
Ropes Wealth Advisors
Massachusetts
$189K -$4.95K -20 -2%
AF
1233
Allworth Financial
California
$188K +$124K +501 +154%
OC
1234
Oakworth Capital
Alabama
$181K – – –
WT
1235
Washington Trust
Rhode Island
$180K +$196K +790 New
Acadian Asset Management
1236
Acadian Asset Management
Massachusetts
$171K -$6.71M -27,098 -97%
Winslow Capital Management
1237
Winslow Capital Management
Minnesota
$169K -$302M -1,220,560 -100%
AIP
1238
Almanack Investment Partners
Pennsylvania
$157K +$28.5K +115 +20%
GLI
1239
Guardian Life Insurance
New York
$154K +$28K +113 +20%
ECM
1240
EII Capital Management
New York
$153K +$16.8K +68 +11%
SLF
1241
Sun Life Financial
Ontario, Canada
$151K +$98.1K +396 +146%
SMFS
1242
Squar Milner Financial Services
California
$149K +$162K +655 New
SIM
1243
Sonora Investment Management
Arizona
$148K -$2.48K -10 -2%
TF
1244
Tompkins Financial
New York
$148K +$8.18K +33 +5%
TSW
1245
Thompson Siegel & Walmsley
Virginia
$148K +$24.8K +100 +18%
CAW
1246
Cornerstone Advisors (Washington)
Washington
$147K +$2.97K +12 +2%
KA
1247
Kaizen Advisory
Illinois
$147K +$102K +411 +174%
SQA
1248
Simon Quick Advisors
New Jersey
$145K -$150K -606 -49%
CFA
1249
Carroll Financial Associates
North Carolina
$143K – – –
SBL
1250
Sargent Bickham Lagudis
Colorado
$142K – – –