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Name Holding Trade Value Shares
Change
Change in
Stake
UB
401
UMB Bank
Missouri
$283K – – –
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$269K -$13.7K -266 -5%
PL
403
Plancorp LLC
Missouri
$268K -$948K -18,392 -78%
EP
404
Edgestream Partners
New Jersey
$267K -$390K -7,562 -60%
CCM
405
Cadence Capital Management
Massachusetts
$267K +$44.8K +870 +21%
ISL
406
Ingalls & Snyder LLC
New York
$248K – – –
MYLI
407
Meiji Yasuda Life Insurance
Japan
$244K +$8.14K +158 +4%
CAI
408
Capital Advisors Inc
Oklahoma
$235K – – –
1SB
409
1ST Source Bank
Indiana
$234K -$19.1K -370 -8%
BCM
410
Bluefin Capital Management
New York
$232K -$103K -2,000 -31%
GJIC
411
Gamble Jones Investment Counsel
California
$232K +$721 +14 +0.3%
PWLP
412
Prio Wealth Limited Partnership
Massachusetts
$231K – – –
NSIM
413
North Star Investment Management
Illinois
$227K – – –
SC
414
Saturna Capital
Washington
$226K – – –
WTB
415
Washington Trust Bank
Washington
$225K -$16.5K -320 -7%
DCM
416
Donaldson Capital Management
Indiana
$223K -$20.6K -400 -9%
HIM
417
Hillsdale Investment Management
Ontario, Canada
$221K -$20.6K -400 -9%
BT
418
Beacon Trust
New Jersey
$220K -$2.58K -50 -1%
RIL
419
Rothschild Investment LLC
Illinois
$220K – – –
RJT
420
Raymond James Trust
Florida
$220K +$215K +4,174 New
W
421
Wealthfront
California
$218K +$36.2K +702 +20%
HFS
422
HL Financial Services
Kentucky
$215K -$5.87K -114 -3%
AWE
423
Avidian Wealth Enterprises
Texas
$211K -$27.3K -530 -12%
KIM
424
Karpus Investment Management
New York
$211K – – –
RAM
425
Riggs Asset Management
Pennsylvania
$211K – – –