Name Holding Trade Value Shares
Change
Change in
Stake
BP
476
Ballentine Partners
Massachusetts
$310K -$35.2K -600 -10%
EF
477
Empirical Finance
Pennsylvania
$302K +$54.2K +923 +21%
SCM
478
Snow Capital Management
Pennsylvania
$296K -$17.4K -297 -5%
RWP
479
RWA Wealth Partners
Massachusetts
$296K – – –
SC
480
Samlyn Capital
New York
$295K +$302K +5,136 New
AP
481
Advisors Preferred
Maryland
$289K -$97.3K -1,656 -24%
MWPCG
482
Measured Wealth Private Client Group
New Hampshire
$281K +$38.8K +660 +16%
Cetera Investment Advisers
483
Cetera Investment Advisers
Illinois
$279K +$285K +4,857 New
BC
484
Burney Company
Virginia
$278K -$70.5K -1,200 -20%
Bank Julius Baer & Co
485
Bank Julius Baer & Co
Switzerland
$275K +$281K +4,781 New
BIM
486
Baldwin Investment Management
Pennsylvania
$267K – – –
AA
487
ALPS Advisors
Colorado
$266K -$5.46K -93 -2%
SAM
488
Silvercrest Asset Management
New York
$264K – – –
CCA
489
Checchi Capital Advisers
California
$263K -$59 -1 -0%
SDWMA
490
Schneider Downs Wealth Management Advisors
Pennsylvania
$263K +$4.58K +78 +2%
NQWM
491
Northwest Quadrant Wealth Management
Oregon
$261K +$705 +12 +0.3%
GIA
492
Gateway Investment Advisers
Ohio
$258K -$24.1K -411 -8%
EWA
493
EP Wealth Advisors
California
$255K +$261K +4,442 New
Federated Hermes
494
Federated Hermes
Pennsylvania
$254K -$160K -2,724 -38%
DT
495
Diversified Trust
Tennessee
$253K -$26K -442 -9%
CCFM
496
Clear Creek Financial Management
Washington
$253K +$259K +4,410 New
P
497
Pitcairn
Pennsylvania
$249K -$1.7K -29 -0.7%
AIA
498
Affinity Investment Advisors
California
$243K – – –
FMLI
499
Fukoku Mutual Life Insurance
Japan
$242K – – –
CP
500
Capital Planning
Washington
$242K +$245K +4,170 New