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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
676
Pinnacle Associates
New York
$265K – – –
CA
677
Clearstead Advisors
Ohio
$264K – – –
BFO
678
Biltmore Family Office
North Carolina
$264K +$253K +1,636 New
QC
679
Quent Capital
New York
$264K +$253K +1,636 New
QT
680
Quantamental Technologies
New York
$263K +$252K +1,627 New
WFI
681
West Family Investments
California
$262K – – –
PG
682
Patten Group
Tennessee
$261K -$464 -3 -0.2%
OSAM
683
O'Shaughnessy Asset Management
Connecticut
$259K +$59.5K +385 +32%
SFA
684
Sequoia Financial Advisors
Ohio
$258K +$247K +1,597 New
SRC
685
Sage Rhino Capital
California
$256K -$20.7K -134 -8%
GA
686
GraniteShares Advisors
New York
$256K +$246K +1,589 New
LWM
687
Laidlaw Wealth Management
New York
$254K – – –
AWM
688
AllSquare Wealth Management
New York
$252K -$10.4K -67 -4%
BB
689
Busey Bank
Illinois
$252K -$9.12K -59 -4%
CWP
690
Capital Wealth Planning
Florida
$252K +$11.3K +73 +5%
BDF
691
Balasa Dinverno & Foltz
$250K -$68.2K -441 -22%
NDSI
692
Newman Dignan & Sheerar Inc
Rhode Island
$250K – – –
KMWM
693
Keudell/Morrison Wealth Management
Oregon
$247K -$28.1K -182 -11%
LOAMS
694
Lombard Odier Asset Management (Switzerland)
Switzerland
$247K +$236K +1,529 New
MCM
695
Mill Capital Management
North Carolina
$242K +$232K +1,500 New
BWP
696
Baldwin Wealth Partners
Massachusetts
$241K – – –
RMCM
697
Reynders McVeigh Capital Management
Massachusetts
$241K +$230K +1,491 New
UB
698
UMB Bank
Missouri
$241K +$230K +1,491 New
IB
699
Intrust Bank
Kansas
$240K – – –
GAB
700
German American Bancorp
Indiana
$238K -$3.86K -25 -2%
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