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Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Bartlett & Co
Ohio
$516K +$396 +20 +0.1%
TAM
502
Trust Asset Management
Texas
$516K +$9.28K +469 +2%
JCM
503
Jacobi Capital Management
Pennsylvania
$516K +$49.3K +2,494 +11%
SBH
504
Segall Bryant & Hamill
Illinois
$506K +$482K +24,360 New
AF
505
Allworth Financial
California
$504K -$4.27K -216 -0.9%
ST
506
Smithfield Trust
Pennsylvania
$503K -$4.35K -220 -0.9%
SC
507
SRB Corp
Massachusetts
$503K +$479K +24,207 New
MYAM
508
Meiji Yasuda Asset Management
Japan
$502K -$275K -13,900 -37%
FA
509
FDx Advisors
Illinois
$500K -$385K -19,475 -45%
IRF
510
IBM Retirement Fund
New York
$498K -$1.56K -79 -0.3%
MBT
511
Montecito Bank & Trust
California
$498K +$1.52K +77 +0.3%
EWM
512
Empirical Wealth Management
Washington
$493K +$86.9K +4,392 +23%
CWM
513
Concentric Wealth Management
California
$482K -$13.6K -685 -3%
TCM
514
Tufton Capital Management
Maryland
$482K -$3.76K -190 -0.8%
DLA
515
Douglas Lane & Associates
New York
$479K -$21.5K -1,087 -5%
LMAM
516
Legg Mason Asset Management
Japan
$479K
SMH
517
Sanders Morris Harris
Texas
$479K +$453K +22,884 New
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$477K -$6.55K -331 -1%
CF
519
Copperwynd Financial
Arizona
$476K +$16.4K +827 +4%
JC
520
Jacobs & Co
California
$476K +$23.7K +1,197 +6%
CAM
521
Columbia Asset Management
Michigan
$472K
GT
522
Greenleaf Trust
Michigan
$469K +$21.6K +1,091 +5%
3C
523
361 Capital
Colorado
$469K +$447K +22,573 New
CC
524
ClearArc Capital
Ohio
$467K -$63.5K -3,212 -13%
CA
525
Clearstead Advisors
Ohio
$460K -$1.86K -94 -0.4%