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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
476
Cresset Asset Management
Illinois
$227K +$33.4K +678 +17%
AG
477
AIA Group
Hong Kong
$225K +$227K +4,600 New
Lido Advisors
478
Lido Advisors
California
$224K -$209K -4,243 -48%
AP
479
Appleton Partners
Massachusetts
$224K -$197 -4 -0.1%
UAML
480
US Asset Management LLC
Pennsylvania
$224K -$591 -12 -0.3%
CG
481
Caprock Group
Idaho
$224K +$230K +4,670 New
KPWS
482
Kestra Private Wealth Services
Texas
$223K -$26.4K -536 -11%
AIP
483
Ameritas Investment Partners
Nebraska
$221K
BIG
484
Brooklyn Investment Group
New York
$220K -$1.92K -39 -1%
PA
485
Parallel Advisors
California
$220K -$25.4K -515 -10%
GHA
486
GW Henssler & Associates
Georgia
$218K +$219K +4,450 New
RMC
487
Resources Management Corp
Connecticut
$217K -$7.39K -150 -3%
BCM
488
Boltwood Capital Management
California
$215K -$1.38K -28 -0.6%
ZBNA
489
Zions Bancorporation, National Association
Utah
$214K +$163K +3,303 +310%
AOI
490
Auto-Owners Insurance
Michigan
$213K
CAM
491
Claret Asset Management
Quebec, Canada
$213K +$215K +4,354 New
SA
492
Scarborough Advisors
Maryland
$213K +$194K +3,934 +953%
Vontobel Holding
493
Vontobel Holding
Switzerland
$211K -$148K -2,994 -41%
CFB
494
Cullen/Frost Bankers
Texas
$210K -$229K -4,643 -52%
DS
495
DRW Securities
Illinois
$208K +$210K +4,272 New
VCM
496
Voleon Capital Management
California
$206K +$207K +4,210 New
OIA
497
OneDigital Investment Advisors
Kansas
$203K -$26K -527 -11%
SMA
498
Sage Mountain Advisors
Georgia
$201K +$203K +4,110 New
HBT
499
Hills Bank & Trust
Iowa
$198K -$7.39K -150 -4%
YP
500
YANKCOM Partnership
South Dakota
$196K +$19.6K +398 +11%