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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
676
Carnegie Investment Counsel
Ohio
$533K -$86.4K -349 -15%
RC
677
RegentAtlantic Capital
New Jersey
$533K -$248 -1 -0.1%
BWM
678
BlackDiamond Wealth Management
New York
$528K +$484K +1,957 New
PTC
679
Private Trust Company
Ohio
$527K -$17.1K -69 -3%
DHFB
680
Dixon Hubard Feinour & Brown
Virginia
$526K +$483K +1,950 New
SS
681
Simplicity Solutions
Minnesota
$524K +$481K +1,942 New
WT
682
Whittier Trust
California
$522K
E
683
Ergoteles
New York
$512K -$455K -1,839 -49%
AAS
684
Avantax Advisory Services
Texas
$512K +$99.5K +402 +27%
SAI
685
Systematic Alpha Investments
New Jersey
$509K
IRF
686
IBM Retirement Fund
New York
$505K -$333K -1,346 -42%
ACM
687
Argyle Capital Management
Pennsylvania
$505K
IA
688
IndexIQ Advisors
New York
$504K -$24.3K -98 -5%
PDN
689
Pensionfund DSM Netherlands
Netherlands
$503K
CANY
690
Caxton Associates (New York)
New York
$495K +$454K +1,832 New
CWM
691
Chesapeake Wealth Management
Virginia
$494K
KPWS
692
Kestra Private Wealth Services
Texas
$492K -$48K -194 -10%
LFAS
693
Level Four Advisory Services
Texas
$491K +$5.69K +23 +1%
MYAM
694
Meiji Yasuda Asset Management
Japan
$490K +$26.5K +107 +6%
TA
695
Tiedemann Advisors
New York
$489K
CIA
696
Capital Investment Advisors
Georgia
$487K -$88.9K -359 -17%
Nomura Holdings
697
Nomura Holdings
Japan
$486K -$972K -3,926 -69%
V
698
Veritable
Delaware
$485K +$6.68K +27 +2%
HWIS
699
Hancock Whitney Investment Services
Louisiana
$485K +$437K +1,767 New
HBT
700
Heartland Bank & Trust
Illinois
$484K +$5.94K +24 +1%