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Name Holding Trade Value Shares
Change
Change in
Stake
ST
501
Smithfield Trust
Pennsylvania
$711K – – –
CAN
502
Cetera Advisor Networks
California
$709K +$265K +8,304 +55%
CCM
503
Covington Capital Management
California
$707K +$421K +13,164 +128%
CAM
504
Cresset Asset Management
Illinois
$705K -$401K -12,558 -35%
GC
505
Garde Capital
Washington
$683K – – –
CFB
506
Cullen/Frost Bankers
Texas
$683K +$9.78K +306 +1%
ACA
507
Atlas Capital Advisors
Wyoming
$676K +$58.8K +1,840 +9%
HPCM
508
High Pointe Capital Management
Illinois
$675K -$1.6M -50,130 -69%
SC
509
Savant Capital
Illinois
$673K +$9.81K +307 +1%
SPIA
510
Steward Partners Investment Advisory
New York
$673K +$102K +3,181 +17%
CF
511
Copperwynd Financial
Arizona
$672K -$3.71K -116 -0.5%
CA
512
Clearstead Advisors
Ohio
$669K -$13.2K -413 -2%
Lazard Asset Management
513
Lazard Asset Management
New York
$665K +$314K +9,827 +80%
FTDI
514
First Trust Direct Indexing
Massachusetts
$664K +$115K +3,584 +19%
QCM
515
Quantinno Capital Management
New York
$658K -$51.1K -1,600 -7%
BS
516
Boenning & Scattergood
Pennsylvania
$658K – – –
PP
517
Paloma Partners
Connecticut
$657K -$220K -6,873 -24%
HIM
518
Hillsdale Investment Management
Ontario, Canada
$651K -$19.5K -610 -3%
CT
519
Cambridge Trust
Massachusetts
$651K +$389K +12,184 +130%
FWCM
520
Ferguson Wellman Capital Management
Oregon
$642K -$2.56K -80 -0.4%
VI
521
Vestcor Inc
New Brunswick, Canada
$631K -$3.21M -100,421 -83%
Baird Financial Group
522
Baird Financial Group
Wisconsin
$628K +$4.79K +150 +0.7%
OTPPB
523
Ontario Teachers' Pension Plan Board
Ontario, Canada
$624K +$661K +20,670 New
SOAMC
524
Spirit of America Management Corp
New York
$619K -$32K -1,000 -5%
MWM
525
Mission Wealth Management
California
$614K -$5.4K -169 -0.8%