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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
326
Johnson Investment Counsel
Ohio
$860K +$18.8K +367 +2%
RIA
327
Regal Investment Advisors
Michigan
$857K +$863K +16,817 New
MA
328
MUFG Americas
New York
$856K -$4.1K -80 -0.5%
CB
329
Commerce Bank
Missouri
$846K -$128K -2,502 -13%
SGI
330
Summit Global Investments
Utah
$841K +$192K +3,752 +29%
CBN
331
Cadence Bank NA
Texas
$839K +$33.2K +647 +4%
AP
332
Advisor Partners
California
$826K +$251K +4,890 +43%
TF
333
TIAA FSB
Florida
$824K -$53.4K -1,041 -6%
CCM
334
Cullen Capital Management
New York
$820K – – –
SMH
335
Sanders Morris Harris
Texas
$816K +$821K +16,000 New
BCM
336
Boltwood Capital Management
California
$815K +$15K +293 +2%
IFWM
337
Institute for Wealth Management
Colorado
$813K -$59.3K -1,156 -7%
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$812K +$749K +14,607 +1,107%
CF
339
Centaurus Financial
California
$809K +$17.9K +348 +2%
QI
340
Qtron Investments
Massachusetts
$806K -$240K -4,676 -23%
TBA
341
Tower Bridge Advisors
Pennsylvania
$800K -$20.5K -400 -2%
CCM
342
Condor Capital Management
New Jersey
$798K – – –
GW
343
GW & Wade
Massachusetts
$796K +$22.2K +432 +3%
AF
344
Advisornet Financial
Minnesota
$796K +$37.1K +724 +5%
WSFS
345
Wilmington Savings Fund Society
Delaware
$788K -$1.08K -21 -0.1%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$787K +$547K +10,659 +223%
WI
347
WrapManager Inc
California
$786K -$280K -5,452 -26%
CAN
348
Cetera Advisor Networks
California
$786K +$75.2K +1,466 +11%
HAG
349
HighPoint Advisor Group
Illinois
$782K -$256K -4,983 -2%
PAMG
350
Patton Albertson Miller Group
Tennessee
$781K -$3.13K -61 -0.4%