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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
FC
201
FORA Capital
Florida
$352K +$371K +1,627 New
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$341K -$158K -693 -31%
I
203
InceptionR
California
$338K +$356K +1,561 New
CW
204
Connectus Wealth
Ohio
$329K +$228 +1 +0.1%
Vanguard Personalized Indexing Management
205
Vanguard Personalized Indexing Management
California
$324K -$79.3K -348 -19%
SWS
206
SYSTM Wealth Solutions
Illinois
$321K +$338K +1,483 New
COI
207
Connable Office Inc
Michigan
$318K
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$314K
Mariner
209
Mariner
Kansas
$312K +$33.5K +147 +11%
WF
210
Welch & Forbes
Massachusetts
$305K
MIM
211
MetLife Investment Management
New Jersey
$305K -$8.21K -36 -2%
MA
212
Montag & Associates
Georgia
$303K
PMEF
213
Point72 Middle East FZE
United Arab Emirates
$291K +$306K +1,343 New
EGM
214
Engineers Gate Manager
New York
$287K +$302K +1,326 New
SQA
215
Simon Quick Advisors
New Jersey
$287K +$302K +1,324 New
PA
216
Parallel Advisors
California
$285K -$7.52K -33 -2%
SAM
217
Shell Asset Management
Netherlands
$282K -$62.9K -276 -17%
Manulife (Manufacturers Life Insurance)
218
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282K +$43.1K +189 +17%
SF
219
Synovus Financial
Georgia
$281K +$8.89K +39 +3%
American Century Companies
220
American Century Companies
Missouri
$281K +$37.6K +165 +15%
HSA
221
HBK Sorce Advisory
Pennsylvania
$281K +$10.5K +46 +4%
BCM
222
BTC Capital Management
Iowa
$270K +$5.7K +25 +2%
PA
223
Procyon Advisors
Connecticut
$260K -$74.3K -326 -21%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$250K -$111K -487 -30%
CICI
225
Capital Investment Counsel Inc
North Carolina
$249K