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Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
626
FineMark National Bank & Trust
Florida
$368K
Brown Advisory
627
Brown Advisory
Maryland
$366K -$83.6K -1,080 -19%
GT
628
Glenview Trust
Kentucky
$366K +$366K +4,732 New
ECM
629
Evergreen Capital Management
Washington
$361K +$18.3K +236 +5%
NP
630
NorthRock Partners
Minnesota
$361K +$72.6K +938 +25%
WP
631
WealthSource Partners
California
$360K -$39.5K -510 -10%
WA
632
Wealthstar Advisors
Texas
$357K
ABC
633
Associated Banc-Corp
Wisconsin
$355K
ACM
634
Aquatic Capital Management
Illinois
$355K +$356K +4,600 New
MAA
635
Mraz Amerine & Associates
California
$355K
CI
636
Conning Inc
Connecticut
$353K -$1.08K -14 -0.3%
CGL
637
Clarius Group LLC
Washington
$348K +$4.33K +56 +1%
MHIC
638
Marble Harbor Investment Counsel
Massachusetts
$348K
OAM
639
Oak Asset Management
California
$347K -$11K -142 -3%
HI
640
Harbour Investments
Wisconsin
$346K -$3.25K -42 -0.9%
DWP
641
Daymark Wealth Partners
Ohio
$342K +$342K +4,424 New
APP
642
Avantax Planning Partners
Iowa
$340K -$4.49K -58 -1%
KTA
643
Keeley-Teton Advisors
Illinois
$339K
SS
644
Simplicity Solutions
Minnesota
$339K +$20.4K +264 +6%
B
645
Bellecapital
Switzerland
$337K +$69.9K +904 +26%
VIA
646
Vident Investment Advisory
Georgia
$335K +$336K +4,336 New
PCM
647
Pointe Capital Management
Michigan
$335K -$22.3K -288 -6%
CRWM
648
Castle Rock Wealth Management
California
$335K
BWP
649
Balboa Wealth Partners
Arizona
$334K -$32.7K -422 -9%
NSIM
650
North Star Investment Management
Illinois
$334K +$1.24K +16 +0.4%