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Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
151
Geode Capital Management
Massachusetts
$730K +$52.5K +675 +8%
SW
152
SVB Wealth
Massachusetts
$727K +$11.8K +151 +2%
William Blair & Company
153
William Blair & Company
Illinois
$722K -$114K -1,460 -14%
BG
154
Bahl & Gaynor
Ohio
$721K +$32.8K +421 +5%
KIA
155
KCM Investment Advisors
California
$694K -$9.73K -125 -1%
SCM
156
SOL Capital Management
Maryland
$692K – – –
PAI
157
Pittenger & Anderson Inc
Nebraska
$672K – – –
ACM
158
Apex Capital Management
Ohio
$672K +$212K +2,721 +48%
CA
159
Commerzbank Aktiengesellschaft
Germany
$643K +$623K +8,000 New
CAL
160
Capital Analysts LLC
Pennsylvania
$638K +$29.1K +374 +5%
NGA
161
Naples Global Advisors
Florida
$600K -$27.6K -355 -5%
IPC
162
Independent Portfolio Consultants
Florida
$595K -$15.6K -200 -3%
JSAM
163
J. Safra Asset Management
New York
$590K -$1.95K -25 -0.3%
HTC
164
Haverford Trust Company
Pennsylvania
$578K -$15.6K -200 -3%
Mariner
165
Mariner
Kansas
$573K +$318K +4,082 +134%
BF
166
BOK Financial
Oklahoma
$566K +$10.9K +140 +2%
RHBC
167
R.H. Bluestein & Co
Michigan
$563K -$233K -3,000 -30%
JMH
168
J.M. Hartwell
New York
$556K -$31.1K -400 -5%
CS
169
Credential Securities
$542K +$267K +3,427 +103%
BC
170
Burney Company
Virginia
$541K +$20.2K +260 +4%
FIM
171
Freedom Investment Management
Connecticut
$522K +$92K +1,182 +22%
P
172
Pitcairn
Pennsylvania
$514K -$3.66K -47 -0.7%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$502K +$67.2K +863 +16%
OC
174
Oppenheimer & Co
New York
$501K -$8.95K -115 -2%
CCM
175
Cribstone Capital Management
Maine
$497K -$222K -2,850 -32%