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Name Holding Trade Value Shares
Change
Change in
Stake
VI
551
Vestcor Inc
New Brunswick, Canada
$262K -$55K -393 -16%
FTDI
552
First Trust Direct Indexing
Massachusetts
$262K +$41K +293 +17%
FIM
553
Fruth Investment Management
Texas
$260K
SPIA
554
Steward Partners Investment Advisory
New York
$259K +$35K +250 +14%
MYAM
555
Meiji Yasuda Asset Management
Japan
$255K +$29.4K +210 +12%
FC
556
Financial Consulate
Maryland
$255K +$30.7K +219 +13%
DT
557
Diversified Trust
Tennessee
$255K +$274K +1,956 New
BAM
558
Berkshire Asset Management
Pennsylvania
$252K
AWAP
559
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K +$44K +314 +19%
HTC
560
Haverford Trust Company
Pennsylvania
$248K +$37.8K +270 +17%
OSAM
561
O'Shaughnessy Asset Management
Connecticut
$248K +$39.6K +283 +17%
SAM
562
S.A. Mason
Michigan
$247K
YMRC
563
Yorktown Management & Research Company
Virginia
$246K
DWT
564
Dorsey & Whitney Trust
South Dakota
$243K +$9.1K +65 +4%
RC
565
RegentAtlantic Capital
New Jersey
$242K +$23.8K +170 +10%
MWM
566
Modera Wealth Management
New Jersey
$242K +$261K +1,861 New
CA
567
Cetera Advisors
Colorado
$237K +$255K +1,818 New
CI
568
Conning Inc
Connecticut
$235K -$30.5K -218 -11%
HPIA
569
Hamilton Point Investment Advisors
North Carolina
$234K
WC
570
Woodstock Corp
Massachusetts
$234K
TCOO
571
Trust Company of Oklahoma
Oklahoma
$232K -$10.5K -75 -4%
CYG
572
Clean Yield Group
Vermont
$230K
Robeco Institutional Asset Management
573
Robeco Institutional Asset Management
Netherlands
$229K -$2.44M -17,453 -91%
RJT
574
Raymond James Trust
Florida
$228K -$980 -7 -0.4%
IC
575
IEQ Capital
California
$227K +$244K +1,741 New