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Name Holding Trade Value Shares
Change
Change in
Stake
NEI
276
Northwest & Ethical Investments
Ontario, Canada
$677K -$36.9K -271 -5%
CGL
277
Clarius Group LLC
Washington
$672K -$55.7K -409 -7%
YIA
278
YHB Investment Advisors
Connecticut
$663K +$697K +5,123 New
CBFP
279
Cedar Brook Financial Partners
Ohio
$660K +$137K +1,006 +25%
CB
280
Commerce Bank
Missouri
$654K +$307K +2,253 +80%
JWM
281
Janiczek Wealth Management
Colorado
$647K +$12.7K +93 +2%
AIM
282
Allen Investment Management
New York
$647K
LA
283
LVW Advisors
New York
$634K -$58.8K -432 -8%
SCM
284
SOL Capital Management
Maryland
$633K -$6.81K -50 -1%
FC
285
FORA Capital
Florida
$628K -$266K -1,953 -29%
MPPW
286
Mitchell & Pahl Private Wealth
Oklahoma
$623K +$78.5K +577 +14%
JCM
287
Janney Capital Management
Pennsylvania
$619K +$22.1K +162 +4%
CIM
288
Confluence Investment Management
Missouri
$614K
HW
289
Hancock Whitney
Mississippi
$604K +$636K +4,671 New
SW
290
SVB Wealth
Massachusetts
$602K -$16.1K -118 -2%
AWM
291
Axxcess Wealth Management
California
$593K +$10.8K +79 +2%
TPWM
292
Twelve Points Wealth Management
Massachusetts
$587K -$4.49K -33 -0.7%
BRWA
293
B. Riley Wealth Advisors
Florida
$573K +$169K +1,239 +39%
MOS
294
MGO One Seven
Ohio
$564K +$140K +1,026 +31%
AWAU
295
Alliance Wealth Advisors (Utah)
Utah
$552K +$69.1K +508 +13%
SCA
296
Snowden Capital Advisors
New York
$543K -$953 -7 -0.2%
IB
297
Intrust Bank
Kansas
$538K +$20.4K +150 +4%
HPG
298
Harvest Portfolios Group
Ontario, Canada
$519K +$44.2K +325 +9%
ERSOT
299
Employees Retirement System of Texas
Texas
$503K
NS
300
NBC Securities
Alabama
$492K +$518K +3,805 New