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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
476
Carnegie Investment Counsel
Ohio
$130K -$2.37K -199 -2%
HFS
477
HL Financial Services
Kentucky
$128K – – –
SIM
478
Sigma Investment Management
Oregon
$127K +$13.5K +1,135 +11%
RMDI
479
R.M. Davis Inc
Maine
$126K -$10.3K -866 -7%
SC
480
SRB Corp
Massachusetts
$125K -$18.7K -1,568 -12%
BO
481
BRR OpCo
Ohio
$125K – – –
W
482
Wealthfront
California
$123K +$133K +11,172 New
Baird Financial Group
483
Baird Financial Group
Wisconsin
$122K -$46.9K -3,933 -27%
AW
484
ACG Wealth
Georgia
$122K -$11.9K -1,000 -8%
LWM
485
Lenox Wealth Management
Ohio
$122K – – –
SLAM
486
Swiss Life Asset Management
$121K -$355K -29,745 -73%
JMPWA
487
JP Morgan Private Wealth Advisors
California
$117K +$127K +10,612 New
FBNAT
488
FirstMerit Bank N.A. Trustee
Ohio
$116K – – –
RJT
489
Raymond James Trust
Florida
$115K -$32.6K -2,738 -21%
Fiera Capital (Canada)
490
Fiera Capital (Canada)
Quebec, Canada
$114K – – –
FMWA
491
Forvis Mazars Wealth Advisors
Missouri
$113K -$6.33K -531 -5%
MWAC
492
Mariner Wealth Advisors (Cincinnati)
Ohio
$113K – – –
BMO
493
Beck Mack & Oliver
New York
$111K – – –
LPC
494
Loeb Partners Corp
New York
$110K – – –
RS
495
Robeco Schweiz
Switzerland
$97K – – –
SWA
496
Sutton Wealth Advisors
Florida
$94.5K – – –
MA
497
MCF Advisors
Kentucky
$94K -$120K -10,039 -54%
IA
498
IFP Advisors
Florida
$91K +$91.3K +7,657 +1,255%
MFS
499
MSI Financial Services
Massachusetts
$90K +$26.4K +2,215 +37%
FIB
500
First Interstate Bank
Montana
$85K – – –