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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
401
Bragg Financial Advisors
North Carolina
$549K -$109K -2,137 -16%
GS
402
GAM Systematic
United Kingdom
$541K -$28.7K -564 -5%
EB
403
Eastern Bank
Massachusetts
$525K -$7.8M -153,362 -94%
JMPWA
404
JP Morgan Private Wealth Advisors
California
$521K +$12.7K +249 +2%
SS
405
Simplicity Solutions
Minnesota
$518K -$335K -6,582 -39%
Toronto Dominion Bank
406
Toronto Dominion Bank
Ontario, Canada
$510K +$384K +7,547 +275%
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$509K -$129K -2,535 -20%
NB
408
Nicolet Bankshares
Wisconsin
$509K +$524K +10,293 New
TMAM
409
Tokio Marine Asset Management
Japan
$505K -$30K -589 -5%
BF
410
BOK Financial
Oklahoma
$502K +$26.8K +526 +5%
DDPIC
411
Deroy & Devereaux Private Investment Counsel
Michigan
$492K
V
412
Veritable
Delaware
$464K +$114K +2,231 +31%
FNBT
413
FineMark National Bank & Trust
Florida
$456K +$13.5K +265 +3%
AW
414
Alpha Windward
Massachusetts
$455K +$443K +8,700 +1,765%
VF
415
Virtu Financial
New York
$453K -$87.3K -1,716 -16%
ASN
416
Advisory Services Network
Georgia
$448K +$44.1K +866 +11%
AL
417
AJO LP
Pennsylvania
$447K -$459K -9,022 -50%
RP
418
Rowlandmiller & Partners
Georgia
$447K +$153 +3 +0%
BAC
419
Boys Arnold & Co
North Carolina
$445K
RA
420
RFG Advisory
Alabama
$436K -$8.04K -158 -2%
WP
421
WealthPLAN Partners
Nebraska
$431K -$368K -7,225 -44%
GA
422
Geneva Advisors
Illinois
$420K +$432K +8,485 New
IC
423
InterOcean Capital
Illinois
$415K
FA
424
FDx Advisors
Illinois
$413K +$425K +8,358 New
AIM
425
Anchor Investment Management
South Carolina
$411K -$53.7K -1,055 -11%