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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AC
726
Alexandria Capital
Virginia
$296K
LSAG
727
Lake Street Advisors Group
New Hampshire
$294K -$31K -157 -10%
CAM
728
Cypress Asset Management
Texas
$291K +$282K +1,425 New
QCG
729
Quadrant Capital Group
Ohio
$290K
FRM
730
Fox Run Management
Connecticut
$287K +$278K +1,406 New
Verition Fund Management
731
Verition Fund Management
Connecticut
$285K -$2.51M -12,708 -90%
FFA
732
First Foundation Advisors
California
$282K +$27.5K +139 +11%
SNT
733
Security National Trust
West Virginia
$279K -$19.8K -100 -7%
NP
734
Ninepoint Partners
Ontario, Canada
$277K
LIM
735
Leavell Investment Management
Alabama
$273K
CG
736
Caprock Group
Idaho
$268K -$73.7K -373 -22%
TCM
737
Tuttle Capital Management
Connecticut
$265K -$172K -869 -40%
LA
738
Lau Associates
Delaware
$265K
PP
739
Prudential plc
United Kingdom
$264K -$461K -2,332 -64%
ARMT
740
Amica Retiree Medical Trust
Rhode Island
$264K
CYG
741
Clean Yield Group
Vermont
$260K -$64.2K -325 -20%
BP
742
Ballentine Partners
Massachusetts
$258K +$2.77K +14 +1%
WTC
743
WhitTier Trust Company
Nevada
$256K
SC
744
Savant Capital
Illinois
$255K
HTC
745
Haverford Trust Company
Pennsylvania
$255K +$23.9K +121 +11%
RIM
746
Regent Investment Management
Kentucky
$251K
MIC
747
Meridian Investment Counsel
California
$246K
CCT
748
Country Club Trust
Missouri
$245K
SBWM
749
Sunflower Bank Wealth Management
Arizona
$245K
JLBC
750
J.L. Bainbridge & Co
Florida
$245K +$237K +1,200 New