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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
551
West Oak Capital
California
$165K
VCM
552
Versant Capital Management
Arizona
$149K -$4.08K -34 -3%
ICM
553
IMS Capital Management
Oregon
$139K +$132K +1,100 New
FNBT
554
FineMark National Bank & Trust
Florida
$138K -$49.1K -409 -27%
JWM
555
Jacobus Wealth Management
Wisconsin
$127K
GLI
556
Guardian Life Insurance
New York
$125K
GXMC
557
Global X Management Company
New York
$125K +$81.3K +677 +219%
RS
558
Robeco Schweiz
Switzerland
$125K +$120K +1,000 New
TC
559
Trust Company
Kansas
$101K
S
560
SignatureFD
Georgia
$98K +$3.96K +33 +4%
JFA
561
JNBA Financial Advisors
Minnesota
$98K +$92.8K +773 New
BL
562
Balentine LLC
Georgia
$95K
FMT
563
First Mercantile Trust
Tennessee
$92K
FMA
564
FNY Managed Accounts
New York
$91.3K
CFA
565
Carroll Financial Associates
North Carolina
$91K +$9.01K +75 +12%
SSB
566
Sandy Spring Bank
Maryland
$89K
SAMC
567
Shinko Asset Management Company
Japan
$84K -$4.92K -41 -6%
WCBA
568
Weaver C. Barksdale & Associates
Tennessee
$78K +$74.3K +619 New
MFS
569
MSI Financial Services
Massachusetts
$77K -$4.92K -41 -6%
FFC
570
First Financial Corp
Indiana
$76K -$21.6K -180 -23%
ASN
571
Advisory Services Network
Georgia
$73K -$39.2K -326 -36%
AssetMark Inc
572
AssetMark Inc
California
$65K
AWM
573
Avior Wealth Management
Nebraska
$63K +$60.1K +500 New
LWCFA
574
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K
PFO
575
Pathstone Family Office
New Jersey
$57K