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Name Holding Trade Value Shares
Change
Change in
Stake
SSG
501
Summit Securities Group
New York
$331K +$350K +1,592 New
FMLI
502
Fukoku Mutual Life Insurance
Japan
$321K – – –
CGL
503
Clarius Group LLC
Washington
$320K +$18K +82 +6%
DP
504
Dearborn Partners
Illinois
$316K -$12.5K -57 -4%
WC
505
Woodstock Corp
Massachusetts
$313K – – –
OTL
506
Oak Thistle LLC
New York
$312K +$330K +1,501 New
WPWM
507
Windward Private Wealth Management
Kansas
$312K – – –
AWAU
508
Alliance Wealth Advisors (Utah)
Utah
$306K +$323K +1,468 New
SS
509
Simplicity Solutions
Minnesota
$303K -$18.2K -83 -5%
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$302K +$29.2K +133 +10%
OAM
511
Oberweis Asset Management
Illinois
$302K – – –
QCG
512
Quadrant Capital Group
Ohio
$301K -$20.9K -95 -6%
MYAM
513
Meiji Yasuda Asset Management
Japan
$299K -$15.4K -70 -5%
PAG
514
Private Advisor Group
New Jersey
$296K +$143K +650 +29%
DACG
515
Donor Advised Charitable Giving
California
$293K +$98.9K +450 +47%
MNBTD
516
Moody National Bank Trust Division
Texas
$292K – – –
SWM
517
SeaCrest Wealth Management
New York
$291K +$10.5K +48 +4%
YWP
518
YorkBridge Wealth Partners
New York
$289K -$14.3K -65 -4%
EHWM
519
Eads & Heald Wealth Management
Georgia
$287K -$7.69K -35 -2%
RJT
520
Raymond James Trust
Florida
$285K +$1.32K +6 +0.4%
QI
521
Qtron Investments
Massachusetts
$284K – – –
HNB
522
Huntington National Bank
Ohio
$283K +$198K +901 +197%
AL
523
Aspiriant LLC
California
$282K -$200K -909 -40%
AGC
524
Aspen Grove Capital
Colorado
$280K +$296K +1,345 New
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$278K +$50.3K +229 +21%