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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
326
Bartlett & Co Wealth Management
Ohio
$680K – – –
BC
327
Bartlett & Co
Ohio
$680K – – –
X
328
Xponance
Pennsylvania
$674K -$16.7K -84 -3%
SWM
329
Segment Wealth Management
Texas
$674K – – –
EP
330
Edgestream Partners
New Jersey
$656K -$1.46M -7,355 -70%
Stifel Financial
331
Stifel Financial
Missouri
$645K +$28.9K +146 +5%
DT
332
Diversified Trust
Tennessee
$644K +$34.7K +175 +6%
Mackenzie Financial
333
Mackenzie Financial
Ontario, Canada
$641K +$247K +1,244 +68%
MOS
334
MGO One Seven
Ohio
$631K -$2.78K -14 -0.5%
AAM
335
Advisors Asset Management
Colorado
$630K -$160K -807 -21%
LIA
336
LS Investment Advisors
Michigan
$630K -$733K -3,697 -55%
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$623K +$116K +583 +24%
KeyBank National Association
338
KeyBank National Association
Ohio
$617K +$24.8K +125 +4%
EGM
339
Engineers Gate Manager
New York
$598K +$117K +589 +26%
FC
340
FORA Capital
Florida
$590K +$559K +2,820 New
CIS
341
Capital International Sarl
California
$578K +$61.9K +312 +13%
S
342
Seeyond
France
$578K +$168K +845 +44%
AP
343
Advisor Partners
California
$577K -$1.19K -6 -0.2%
CI
344
Cigna Investments
Connecticut
$576K +$13.7K +69 +3%
FA
345
FDx Advisors
Illinois
$570K +$97.3K +491 +22%
AWM
346
Avior Wealth Management
Nebraska
$562K -$793 -4 -0.1%
BMM
347
Buffington Mohr McNeal
Idaho
$560K – – –
MS
348
Madden Securities
Texas
$560K +$139K +700 +35%
B
349
BP
United Kingdom
$557K -$138K -697 -21%
GT
350
Glenview Trust
Kentucky
$549K +$29.1K +147 +6%