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Name Holding Trade Value Shares
Change
Change in
Stake
PP
526
Paloma Partners
Connecticut
$357K -$2.17M -107,254 -84%
CWM
527
Concentric Wealth Management
California
$357K – – –
Burney Company
528
Burney Company
Virginia
$351K -$17.3K -856 -4%
OFG
529
OmniStar Financial Group
North Carolina
$347K -$937K -46,300 -70%
ANRIA
530
American National Registered Investment Advisor
Texas
$335K – – –
Commerzbank Aktiengesellschaft
531
Commerzbank Aktiengesellschaft
Germany
$330K -$4.2M -207,500 -92%
CAPTRUST Financial Advisors
532
CAPTRUST Financial Advisors
North Carolina
$328K -$5.42K -268 -1%
I
533
IberiaBank
Louisiana
$327K -$5M -246,933 -93%
AMIM
534
Aull & Monroe Investment Management
Alabama
$327K – – –
FHB
535
First Hawaiian Bank
Hawaii
$323K -$450K -22,234 -54%
CGA
536
Crescent Grove Advisors
Illinois
$319K +$19.2K +947 +5%
AMG
537
Asset Management Group
Connecticut
$318K +$3.16K +156 +0.9%
BIAS
538
Beacon Investment Advisory Services
New Jersey
$316K -$126K -6,238 -26%
BO
539
BRR OpCo
Ohio
$311K -$18K -891 -5%
Diversified Trust
540
Diversified Trust
Tennessee
$311K +$83.5K +4,128 +30%
RCAG
541
Rehmann Capital Advisory Group
Michigan
$310K +$361K +17,830 New
LAM
542
Lingohr Asset Management
Germany
$305K -$566K -27,963 -61%
Bradley Foster & Sargent
543
Bradley Foster & Sargent
Connecticut
$304K – – –
Avidian Wealth Enterprises
544
Avidian Wealth Enterprises
Texas
$298K +$347K +17,152 New
CCG
545
Cypress Capital Group
Florida
$295K -$11.5K -570 -3%
MIC
546
Meridian Investment Counsel
California
$293K -$931 -46 -0.3%
Rockefeller Capital Management
547
Rockefeller Capital Management
New York
$293K +$145K +7,175 +74%
Ethic Inc
548
Ethic Inc
New York
$292K +$29.2K +1,441 +9%
ANI
549
American National Insurance
Texas
$289K – – –
Quilter Plc
550
Quilter Plc
United Kingdom
$289K +$55.1K +2,724 +20%