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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
526
Rampart Investment Management
Connecticut
$230K -$317K -18,713 -59%
GT
527
Greenleaf Trust
Michigan
$225K +$2.54K +150 +1%
PAMG
528
Patton Albertson Miller Group
Tennessee
$225K +$231K +13,665 New
FNFDCM
529
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$224K
CCP
530
Corient Capital Partners
California
$222K +$21K +1,242 +11%
ACA
531
Atlas Capital Advisors
Wyoming
$221K -$29K -1,715 -12%
CIC
532
Carnegie Investment Counsel
Ohio
$218K +$51 +3 +0%
AAS
533
Avantax Advisory Services
Texas
$216K +$206K +12,189 New
PTC
534
Petrus Trust Company
Texas
$215K -$164K -9,703 -44%
ISL
535
Ingalls & Snyder LLC
New York
$215K -$33.8K -2,000 -14%
GI
536
GAMCO Investors
Connecticut
$215K
ACA
537
Ackerman Capital Advisors
Texas
$213K
American Century Companies
538
American Century Companies
Missouri
$210K -$21.5K -1,273 -10%
TW
539
TrinityPoint Wealth
Connecticut
$208K +$169 +10 +0.1%
Franklin Resources
540
Franklin Resources
California
$206K -$20.1K -1,188 -9%
TAM
541
Tiverton Asset Management
Delaware
$206K +$196K +11,613 New
QI
542
QS Investors
New York
$205K -$183K -10,800 -48%
BP
543
Ballentine Partners
Massachusetts
$205K +$195K +11,521 New
FHB
544
First Hawaiian Bank
Hawaii
$201K +$102K +6,005 +113%
Brown Advisory
545
Brown Advisory
Maryland
$200K -$229K -13,548 -55%
LOAME
546
Lombard Odier Asset Management (Europe)
United Kingdom
$200K
EMG
547
ETF Managers Group
New Jersey
$200K +$195K +11,529 New
AW
548
ACG Wealth
Georgia
$198K -$9.76K -577 -5%
NB
549
NBT Bank
New York
$196K -$4.2K -248 -2%
VAS
550
Vestmark Advisory Solutions
Massachusetts
$195K -$12.6K -744 -6%