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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
1051
Legacy Private Trust
Wisconsin
$762K +$529K +4,507 +242%
BSW
1052
Buckingham Strategic Wealth
Missouri
$761K +$25K +213 +3%
AAM
1053
Azzad Asset Management
Virginia
$752K +$10.7K +91 +1%
SFSIG
1054
San Francisco Sentry Investment Group
California
$752K -$161K -1,375 -18%
BPCE
1055
Bank Pictet & Cie (Europe)
Germany
$751K +$57.5K +490 +8%
PMFA
1056
Plante Moran Financial Advisors
Michigan
$751K +$146K +1,247 +25%
RCAG
1057
Rehmann Capital Advisory Group
Michigan
$747K +$6.81K +58 +0.9%
GLRA
1058
Gerald L. Ray & Associates
Texas
$740K -$28.1K -239 -4%
SBWIC
1059
Schaper Benz & Wise Investment Counsel
Wisconsin
$738K +$91.4K +779 +14%
HW
1060
Hancock Whitney
Mississippi
$733K -$16.7K -142 -2%
CL
1061
CFS LLC
Oklahoma
$728K – – –
FIM
1062
Freedom Investment Management
Connecticut
$726K +$35.2K +300 +5%
BJL
1063
Brighton Jones LLC
Washington
$724K -$69.5K -592 -9%
NIM
1064
Nexus Investment Management
Ontario, Canada
$723K – – –
AT
1065
Acadia Trust
Maine
$723K +$5.63K +48 +0.8%
TFO
1066
Tarbox Family Office
California
$720K +$158K +1,343 +29%
SSG
1067
Summit Securities Group
New York
$716K -$253K -2,153 -26%
BA
1068
Boston Advisors
Massachusetts
$715K +$52.6K +448 +8%
MYAM
1069
Meiji Yasuda Asset Management
Japan
$712K +$5.87K +50 +0.8%
RC
1070
RegentAtlantic Capital
New Jersey
$711K +$77.5K +660 +13%
HB
1071
Homrich & Berg
Georgia
$706K +$46.5K +396 +7%
JFA
1072
JNBA Financial Advisors
Minnesota
$704K -$28.1K -239 -4%
FCCM
1073
First City Capital Management
Georgia
$703K – – –
SFG
1074
SNS Financial Group
Minnesota
$703K +$690K +5,874 New
LWI
1075
Long Wharf Investors
Massachusetts
$701K +$19.7K +168 +3%