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Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
276
Reynders McVeigh Capital Management
Massachusetts
$180K – – –
FPFS
277
First Personal Financial Services
North Carolina
$161K +$112K +8,271 +227%
FMLI
278
Fukoku Mutual Life Insurance
Japan
$153K – – –
FANJ
279
Financial Architects (New Jersey)
New Jersey
$135K – – –
BTIS
280
BB&T Investment Services
North Carolina
$102K +$9.83K +727 +9%
Bank of Montreal
281
Bank of Montreal
Ontario, Canada
$100K -$19.5M -1,440,867 -99%
Manulife (Manufacturers Life Insurance)
282
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K -$2.42K -179 -3%
California State Teachers Retirement System (CalSTRS)
283
California State Teachers Retirement System (CalSTRS)
California
$86K +$85.8K +6,347 New
ZB
284
Zions Bancorporation
Utah
$74K +$3.23K +239 +5%
CG
285
Cutler Group
California
$73K +$11.5K +851 +19%
SIAS
286
Shine Investment Advisory Services
Colorado
$52K – – –
HNB
287
Huntington National Bank
Ohio
$48K -$16.2K -1,200 -25%
AssetMark Inc
288
AssetMark Inc
California
$47K -$64.2K -4,748 -58%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$44K -$2.65K -196 -6%
RFC
290
Regions Financial Corp
Alabama
$39K +$39.2K +2,902 New
KF
291
Krilogy Financial
Missouri
$37K – – –
FRA
292
Front Row Advisors
California
$36K +$35.9K +2,658 New
IWP
293
Icon Wealth Partners
Texas
$34K +$33.5K +2,475 New
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$32.4K +$4.18K +309 +15%
WTC
295
WhitTier Trust Company
Nevada
$31K – – –
GWM
296
Geneos Wealth Management
Colorado
$29K – – –
TC
297
Trust Company
Kansas
$28K +$27.4K +2,030 New
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$24K +$24K +1,776 New
VFA
299
Valeo Financial Advisors
Indiana
$23K +$2.31K +171 +11%
SWM
300
SeaCrest Wealth Management
New York
$23K +$23.1K +1,707 New