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Name Holding Trade Value Shares
Change
Change in
Stake
CG
351
Caprock Group
Idaho
$470K +$241K +23,117 +83%
SYBT
352
Stock Yards Bank & Trust
Kentucky
$465K -$102K -9,816 -16%
CWA
353
CM Wealth Advisors
Ohio
$463K +$384K +36,827 New
AAS
354
Avantax Advisory Services
Texas
$461K -$24.4K -2,336 -4%
CCM
355
Cutler Capital Management
Massachusetts
$454K +$96.5K +9,246 +23%
William Blair & Company
356
William Blair & Company
Illinois
$449K -$37.9K -3,632 -7%
MCM
357
MAI Capital Management
Ohio
$447K -$32.4K -3,105 -6%
VanEck Associates
358
VanEck Associates
New York
$446K +$504K +48,328 New
PAM
359
Panagora Asset Management
Massachusetts
$444K – – –
IC
360
IEQ Capital
California
$440K +$206K +19,772 +71%
Vontobel Holding
361
Vontobel Holding
Switzerland
$438K -$3.07M -293,981 -86%
ZIM
362
Zacks Investment Management
Illinois
$436K -$40.8K -3,912 -8%
I
363
InceptionR
California
$434K +$122K +11,643 +33%
KBC Group
364
KBC Group
Belgium
$434K -$3.83M -367,073 -89%
SFA
365
Sequoia Financial Advisors
Ohio
$428K +$271K +26,000 +128%
MWP
366
Meridian Wealth Partners
Pennsylvania
$419K -$1.06K -102 -0.2%
NMERB
367
New Mexico Educational Retirement Board
New Mexico
$419K +$23K +2,200 +5%
GAM
368
Gotham Asset Management
New York
$418K -$3.53K -338 -0.7%
COI
369
Connable Office Inc
Michigan
$410K +$223K +21,335 +93%
SCM
370
Spreng Capital Management
Ohio
$409K +$462K +44,213 New
PVI
371
Pine Valley Investments
New Jersey
$397K +$449K +42,975 New
IF
372
Intrua Financial
Texas
$393K +$114K +10,875 +34%
DC
373
Diametric Capital
Massachusetts
$389K +$440K +42,117 New
WI
374
Wintrust Investments
Illinois
$388K +$188K +18,042 +75%
PAS
375
Park Avenue Securities
New York
$385K -$1.03M -98,695 -70%