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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
601
Integrated Investment Consultants
Michigan
$205K +$214K +3,478 New
MA
602
MBA Advisors
Pennsylvania
$204K -$37K -600 -15%
DP
603
Dearborn Partners
Illinois
$204K – – –
TCA
604
Tortoise Capital Advisors
Kansas
$204K +$47.8K +775 +29%
WAM
605
Wolverine Asset Management
Illinois
$204K +$214K +3,479 New
EFS
606
Essex Financial Services
Connecticut
$203K +$212K +3,445 New
HI
607
Harbour Investments
Wisconsin
$202K -$432 -7 -0.2%
BWM
608
BerganKDV Wealth Management
Minnesota
$196K – – –
SFM
609
Systematic Financial Management
New Jersey
$189K – – –
CI
610
CX Institutional
Indiana
$183K +$4.62K +75 +2%
HIA
611
Harbor Investment Advisory
Maryland
$171K +$3.08K +50 +2%
AII
612
AGF Investments Inc
Ontario, Canada
$171K +$179K +2,910 New
LJHT
613
Laurie J. Hall Trustee
$168K – – –
MAM
614
Meeder Asset Management
Ohio
$164K +$53.9K +875 +46%
SIM
615
Sentry Investment Management
Wisconsin
$160K +$46.9K +760 +39%
Loomis, Sayles & Company
616
Loomis, Sayles & Company
Massachusetts
$156K -$1.6M -26,025 -91%
EI
617
Ellevest Inc
New York
$151K +$22.3K +361 +16%
PCG
618
Private Capital Group
Connecticut
$142K +$12.8K +208 +9%
BAM
619
Bellevue Asset Management
Washington
$139K – – –
SWM
620
Spire Wealth Management
Virginia
$135K -$1.79K -29 -1%
AA
621
AlphaCentric Advisors
Puerto Rico
$133K +$17.9K +291 +15%
BAM
622
Barrett Asset Management
New York
$129K – – –
FWM
623
Focused Wealth Management
New York
$128K +$3.08K +50 +2%
SFO
624
Standard Family Office
South Dakota
$119K – – –
PMAS
625
PNC Managed Account Solutions
Texas
$114K +$119K +1,930 New