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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Stockman Wealth Management
Montana
$399K – – –
SWA
352
Sutton Wealth Advisors
Florida
$382K – – –
SAM
353
Silvercrest Asset Management
New York
$378K +$135K +1,909 +57%
PNC
354
Park National Corp
Ohio
$375K -$31.5K -444 -8%
MFS
355
Mirabella Financial Services
United Kingdom
$373K +$369K +5,200 New
DADC
356
D.A. Davidson & Co
Montana
$368K – – –
HIS
357
Harvest Investment Services
Illinois
$367K +$364K +5,136 New
FHB
358
First Hawaiian Bank
Hawaii
$363K -$145K -2,037 -29%
AAS
359
Avantax Advisory Services
Texas
$359K +$5.75K +81 +2%
VIA
360
Vident Investment Advisory
Georgia
$355K -$19.9K -281 -5%
MIM
361
Marco Investment Management
Georgia
$351K – – –
CA
362
Cetera Advisors
Colorado
$347K -$18.9K -266 -5%
QCM
363
Quantinno Capital Management
New York
$345K -$163K -2,299 -32%
SI
364
Stephens Inc
Arkansas
$343K -$9.44K -133 -3%
GWM
365
Geneos Wealth Management
Colorado
$337K – – –
AP
366
Advisor Partners
California
$336K -$46.3K -653 -12%
NC
367
NovaPoint Capital
Georgia
$333K -$53.2K -750 -14%
YMRC
368
Yorktown Management & Research Company
Virginia
$329K – – –
PG
369
Pendal Group
Australia
$329K +$63.9K +900 +24%
BG
370
Bellevue Group
Switzerland
$322K -$149K -2,100 -32%
CS
371
Comerica Securities
Michigan
$317K +$14.9K +210 +5%
PHAM
372
Palisades Hudson Asset Management
Florida
$316K – – –
BRWA
373
B. Riley Wealth Advisors
Florida
$315K -$8.66K -122 -3%
NB
374
Northwest Bancshares
Pennsylvania
$314K – – –
Marshall Wace
375
Marshall Wace
United Kingdom
$314K +$311K +4,384 New