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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
501
Bartlett & Co Wealth Management
Ohio
$493K +$18.5K +200 +4%
EI
502
EDMP Inc
Florida
$493K – – –
CWS
503
Confluence Wealth Services
Pennsylvania
$492K +$9.83K +106 +2%
BBHC
504
Brown Brothers Harriman & Co
New York
$488K +$48.9K +528 +13%
DAS
505
Diversify Advisory Services
Utah
$487K +$430K +4,639 New
PS
506
Principal Securities
Iowa
$481K +$5.66K +61 +1%
CC
507
Corton Capital
Ontario, Canada
$477K +$421K +4,540 New
HT
508
Headlands Technologies
Illinois
$473K +$417K +4,503 New
WAM
509
Wakefield Asset Management
Colorado
$463K -$11.2K -121 -3%
WF
510
Welch & Forbes
Massachusetts
$456K – – –
MIM
511
Morningstar Investment Management
Illinois
$454K – – –
GSC
512
Grey Street Capital
Illinois
$453K +$400K +4,311 New
EOJOAM
513
E. Ohman J:or Asset Management
Sweden
$451K – – –
ORG
514
Optimist Retirement Group
Washington
$451K – – –
TWM
515
Tolleson Wealth Management
Texas
$449K – – –
WIA
516
World Investment Advisors
California
$445K +$393K +4,242 New
GLA
517
Great Lakes Advisors
Illinois
$440K -$1.36M -14,717 -78%
ONB
518
Old National Bancorp
Indiana
$432K -$180K -1,938 -32%
ATC
519
Argent Trust Co
Tennessee
$428K – – –
ACM
520
Advisors Capital Management
New Jersey
$427K +$377K +4,068 New
WI
521
Wahed Invest
New York
$424K +$41.8K +451 +13%
MG
522
Mather Group
Illinois
$421K – – –
AIMCA
523
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$420K – – –
SFI
524
Siemens Fonds Invest
Germany
$419K -$18.5K -200 -5%
PA
525
Profund Advisors
Maryland
$417K -$34K -367 -8%