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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
226
DT Investment Partners
Pennsylvania
$689K -$4M -83,684 -84%
IB
227
Intrust Bank
Kansas
$661K +$723K +15,107 New
RMAM
228
Raab & Moskowitz Asset Management
New Jersey
$659K -$19.1K -400 -3%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$658K +$90.5K +1,892 +14%
GT
230
Greenleaf Trust
Michigan
$650K +$182K +3,808 +34%
EGA
231
E&G Advisors
Texas
$642K -$100K -2,100 -13%
MSFP
232
Mark Sheptoff Financial Planning
Connecticut
$640K +$701K +14,650 New
UR
233
USCA RIA
Texas
$627K -$39.9K -834 -5%
NA
234
NewEdge Advisors
Louisiana
$619K +$289K +6,046 +75%
ATC
235
Argent Trust Co
Tennessee
$613K +$383 +8 +0.1%
EI
236
Ethic Inc
New York
$610K +$59.8K +1,250 +10%
WAM
237
Weatherly Asset Management
California
$605K -$6.94K -145 -1%
LFA
238
Legacy Financial Advisors
Kentucky
$585K -$719K -15,028 -55%
PA
239
Profund Advisors
Maryland
$583K -$195K -4,084 -23%
VNA
240
Valley National Advisers
Pennsylvania
$582K -$28K -586 -4%
WANY
241
Wealthspire Advisors (New York)
New York
$573K +$181K +3,773 +40%
Mariner
242
Mariner
Kansas
$569K +$622K +13,008 New
JC
243
Jacobs & Co
California
$557K
BCM
244
Bayesian Capital Management
New York
$555K +$354K +7,400 +140%
RHBC
245
R.H. Bluestein & Co
Michigan
$547K
KTM
246
Keeler Thomas Management
Utah
$537K -$830K -17,350 -59%
BF
247
BOK Financial
Oklahoma
$521K +$26.8K +561 +5%
CI
248
Conning Inc
Connecticut
$508K -$94.6K -1,977 -15%
JT
249
Jump Trading
Illinois
$507K +$555K +11,605 New
NFG
250
Next Financial Group
Texas
$506K -$96K -2,007 -15%