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Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
Wealth Alliance
New York
$239K +$28.3K +601 +14%
EGM
327
Engineers Gate Manager
New York
$238K +$13.7K +290 +6%
RJT
328
Raymond James Trust
Florida
$238K +$233K +4,950 New
SGI
329
Summit Global Investments
Utah
$236K +$27.1K +575 +13%
MIM
330
Marco Investment Management
Georgia
$235K
EWM
331
Evercore Wealth Management
New York
$234K +$1.84K +39 +0.8%
PP
332
PDT Partners
New York
$227K +$223K +4,722 New
VAS
333
Vestmark Advisory Solutions
Massachusetts
$226K +$4.29K +91 +2%
ONB
334
Old National Bancorp
Indiana
$224K -$54.6K -1,159 -20%
DBRC
335
D.B. Root & Company
Pennsylvania
$224K +$221K +4,678 New
YMRC
336
Yorktown Management & Research Company
Virginia
$221K
AA
337
ALPS Advisors
Colorado
$216K -$23.5K -498 -10%
FAAS
338
First Allied Advisory Services
California
$214K -$16.4K -347 -7%
AT
339
Arden Trust
Delaware
$214K
AAS
340
Avantax Advisory Services
Texas
$213K
PHAM
341
Palisades Hudson Asset Management
Florida
$212K
HCM
342
Hengehold Capital Management
Ohio
$209K
DCM
343
Dupont Capital Management
Delaware
$205K -$879K -18,650 -81%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$205K
PC
345
Permanens Capital
New York
$202K
Acadian Asset Management
346
Acadian Asset Management
Massachusetts
$190K -$119K -2,527 -39%
MA
347
Modus Advisors
Minnesota
$190K +$187K +3,960 New
PA
348
Procyon Advisors
Connecticut
$126K
VFA
349
Valeo Financial Advisors
Indiana
$124K
BFEC
350
Benjamin F. Edwards & Company
Missouri
$123K +$47 +1 +0%