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Name Holding Trade Value Shares
Change
Change in
Stake
OMCS
426
Old Mutual Customised Solutions
South Africa
$772K – – –
AWCI
427
Alpine Woods Capital Investors
New York
$764K +$774K +13,200 New
BHWM
428
Bar Harbor Wealth Management
New Hampshire
$760K -$163K -2,784 -17%
CMO
429
Covenant Multifamily Offices
Texas
$745K +$12.8K +219 +2%
SIC
430
Shoker Investment Counsel
Ohio
$724K -$34K -579 -4%
SWP
431
Stratos Wealth Partners
Ohio
$720K +$197K +3,364 +37%
CI
432
Cigna Investments
Connecticut
$718K -$53K -903 -7%
PP
433
Pegasus Partners
Wisconsin
$717K -$98.2K -1,675 -12%
RIA
434
Regal Investment Advisors
Michigan
$708K -$43K -734 -6%
SEC
435
Seven Eight Capital
New York
$706K +$715K +12,200 New
LIM
436
Leavell Investment Management
Alabama
$705K -$11.7K -200 -2%
CIP
437
Chartwell Investment Partners
Pennsylvania
$705K +$3.23K +55 +0.5%
Thrivent Financial for Lutherans
438
Thrivent Financial for Lutherans
Minnesota
$704K +$11.4K +195 +2%
RJT
439
Raymond James Trust
Florida
$703K -$85.5K -1,458 -11%
B
440
Barings
North Carolina
$695K -$1.18M -20,100 -63%
CCWA
441
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$684K +$39.5K +674 +6%
LMAM
442
Legg Mason Asset Management
Japan
$683K -$46.9K -800 -6%
SW
443
SVB Wealth
Massachusetts
$678K -$143K -2,439 -17%
Nuveen
444
Nuveen
North Carolina
$674K -$880K -15,008 -56%
MYAM
445
Meiji Yasuda Asset Management
Japan
$672K -$267K -4,560 -28%
CII
446
Capital International Inc
California
$656K – – –
Los Angeles Capital Management
447
Los Angeles Capital Management
California
$646K -$12.9M -219,139 -95%
SIC
448
SFE Investment Counsel
California
$646K +$250K +4,270 +62%
BFA
449
Bragg Financial Advisors
North Carolina
$645K -$13.8K -235 -2%
CONA
450
Capital One National Association
New York
$644K +$98.3K +1,676 +18%