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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
651
Trillium Asset Management
Massachusetts
$374K – – –
HB
652
Homrich & Berg
Georgia
$374K +$18.4K +103 +5%
WS
653
Wedbush Securities
California
$373K +$14.2K +79 +4%
RCAG
654
Rehmann Capital Advisory Group
Michigan
$371K -$4.3K -24 -1%
B
655
Barings
North Carolina
$370K -$4.5M -25,120 -92%
Northwestern Mutual Wealth Management
656
Northwestern Mutual Wealth Management
Wisconsin
$369K +$2.51K +14 +0.6%
SFSIG
657
San Francisco Sentry Investment Group
California
$368K -$7.7K -43 -2%
TNB
658
Thomasville National Bank
Georgia
$367K – – –
CSIC
659
Clifford Swan Investment Counsel
California
$360K – – –
BFS
660
Bradley Foster & Sargent
Connecticut
$359K – – –
SS
661
Simplicity Solutions
Minnesota
$359K +$379K +2,117 New
IDBONY
662
Israel Discount Bank of New York
New York
$357K +$71.7K +400 +24%
ONB
663
Old National Bancorp
Indiana
$350K – – –
SF
664
Synovus Financial
Georgia
$349K -$1.25K -7 -0.3%
SCM
665
Sterling Capital Management
North Carolina
$346K +$155K +863 +74%
GG
666
Gofen & Glossberg
Illinois
$344K -$9.67K -54 -3%
LWS
667
Lucia Wealth Services
California
$343K -$281K -1,571 -44%
SCM
668
Shelton Capital Management
Colorado
$343K – – –
BOS
669
Bank of Stockton
California
$340K -$17.9K -100 -5%
RCM
670
Radnor Capital Management
Pennsylvania
$340K – – –
BCM
671
Bayesian Capital Management
New York
$340K +$143K +800 +67%
FNC
672
First National Corp
Massachusetts
$340K +$358K +2,000 New
CAN
673
Claraphi Advisory Network
United States
$339K -$202K -1,128 -36%
ZCM
674
Zebra Capital Management
Connecticut
$338K -$66.8K -373 -16%
LWAC
675
Laurel Wealth Advisors (California)
California
$332K – – –