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Name Holding Trade Value Shares
Change
Change in
Stake
Bartlett & Co
501
Bartlett & Co
Ohio
$340K – – –
Bartlett & Co Wealth Management
502
Bartlett & Co Wealth Management
Ohio
$340K – – –
Hills Bank & Trust
503
Hills Bank & Trust
Iowa
$334K -$345 -6 -0.1%
CSC
504
Caldwell Sutter Capital
California
$333K – – –
Fulton Bank
505
Fulton Bank
Pennsylvania
$331K +$6.56K +114 +2%
Johnson Investment Counsel
506
Johnson Investment Counsel
Ohio
$329K -$1.38K -24 -0.4%
DWT
507
Dorsey & Whitney Trust
South Dakota
$326K +$34K +592 +11%
Tudor Investment Corp
508
Tudor Investment Corp
Connecticut
$324K +$334K +5,802 New
Federation des caisses Desjardins du Quebec
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$324K -$73K -1,269 -18%
AOI
510
Auto-Owners Insurance
Michigan
$323K – – –
Atria Wealth Solutions
511
Atria Wealth Solutions
New York
$322K +$44.3K +771 +15%
Parallel Advisors
512
Parallel Advisors
California
$322K +$11.5K +200 +4%
Bleakley Financial Group
513
Bleakley Financial Group
New Jersey
$318K -$44.1K -767 -12%
Simplicity Solutions
514
Simplicity Solutions
Minnesota
$318K -$43.8K -761 -12%
NewEdge Wealth
515
NewEdge Wealth
Pennsylvania
$318K +$327K +5,686 New
BFO
516
Boston Family Office
Massachusetts
$316K -$76.5K -1,331 -19%
CCIA
517
Campbell & Co Investment Adviser
Maryland
$315K +$325K +5,645 New
Valeo Financial Advisors
518
Valeo Financial Advisors
Indiana
$315K +$26.3K +458 +9%
Brown Brothers Harriman & Co
519
Brown Brothers Harriman & Co
New York
$315K -$42K -730 -11%
HB Wealth Management
520
HB Wealth Management
Georgia
$314K +$57.2K +994 +21%
IIM
521
Ironwood Investment Management
Massachusetts
$313K +$323K +5,608 New
GTS Securities
522
GTS Securities
Florida
$312K +$115K +2,006 +56%
MCM
523
McRae Capital Management
New Jersey
$311K – – –
ABN AMRO Investment Solutions
524
ABN AMRO Investment Solutions
$306K -$37.7K -655 -11%
Modera Wealth Management
525
Modera Wealth Management
New Jersey
$305K +$64.5K +1,122 +26%