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Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
551
American Century Companies
Missouri
$207K +$219K +13,131 New
HI
552
Harrington Investments
California
$205K – – –
CPIA
553
Cornell Pochily Investment Advisors
New York
$204K +$217K +12,994 New
Franklin Resources
554
Franklin Resources
California
$202K +$214K +12,834 New
SS
555
Simplicity Solutions
Minnesota
$200K -$131K -7,884 -38%
CL
556
Choreo LLC
Illinois
$200K +$212K +12,706 New
FNFDCM
557
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$198K – – –
GT
558
Greenleaf Trust
Michigan
$197K +$7.04K +422 +3%
RJT
559
Raymond James Trust
Florida
$196K -$167K -10,041 -45%
CIC
560
Carnegie Investment Counsel
Ohio
$194K +$50 +3 +0%
VFA
561
Valeo Financial Advisors
Indiana
$192K -$41.5K -2,487 -17%
GI
562
GAMCO Investors
Connecticut
$191K – – –
KMWM
563
Keudell/Morrison Wealth Management
Oregon
$191K +$202K +12,125 New
BS
564
Banco Santander
Spain
$187K +$198K +11,856 New
AW
565
ACG Wealth
Georgia
$185K +$534 +32 +0.3%
AAM
566
American Asset Management
Florida
$185K +$196K +11,750 New
VAS
567
Vestmark Advisory Solutions
Massachusetts
$184K +$195K +11,705 New
BCM
568
BBT Capital Management
Texas
$180K +$191K +11,444 New
AWM
569
AllSquare Wealth Management
New York
$178K -$2.85K -171 -1%
NB
570
NBT Bank
New York
$178K +$4.13K +248 +2%
LOAME
571
Lombard Odier Asset Management (Europe)
United Kingdom
$177K – – –
TW
572
TrinityPoint Wealth
Connecticut
$177K +$188K +11,257 New
CCP
573
Corient Capital Partners
California
$177K +$188K +11,264 New
LWM
574
Lenox Wealth Management
Ohio
$173K – – –
WI
575
Wedgewood Investors
Pennsylvania
$172K -$3.97K -238 -2%