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Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
176
Clarius Group LLC
Washington
$406K +$1.96K +14 +0.5%
MBT
177
Montecito Bank & Trust
California
$398K – – –
PA
178
Parallel Advisors
California
$398K +$3.08K +22 +0.9%
MPPW
179
Mitchell & Pahl Private Wealth
Oklahoma
$396K +$358K +2,559 New
CAM
180
Columbia Asset Management
Michigan
$393K -$35.6K -255 -9%
JFL
181
Jarislowsky, Fraser Ltd
Quebec, Canada
$392K – – –
SRC
182
Sage Rhino Capital
California
$389K +$3.35K +24 +1%
LDB
183
Lee, Danner & Bass
Tennessee
$386K – – –
BL
184
Balentine LLC
Georgia
$384K +$47.5K +340 +16%
FIM
185
Freedom Investment Management
Connecticut
$372K -$38.6K -276 -10%
CG
186
Caprock Group
Idaho
$357K -$22.1K -158 -6%
GT
187
Glenmede Trust
Pennsylvania
$347K +$21.9K +157 +8%
PVWM
188
Point View Wealth Management
New Jersey
$344K +$38.3K +274 +14%
VFA
189
Voya Financial Advisors
Connecticut
$341K +$21.5K +154 +7%
HSA
190
HBK Sorce Advisory
Pennsylvania
$336K +$304K +2,174 New
FSA
191
Fort Sheridan Advisors
Illinois
$332K – – –
ATIA
192
American Trust Investment Advisors
New Hampshire
$325K – – –
HF
193
HRT Financial
New York
$321K +$291K +2,083 New
CCP
194
Corient Capital Partners
California
$316K -$291K -2,081 -50%
JIC
195
Johnson Investment Counsel
Ohio
$313K – – –
AWM
196
Aberdeen Wealth Management
Illinois
$311K – – –
CHAM
197
Clear Harbor Asset Management
Connecticut
$309K – – –
BONST
198
Bank of Nova Scotia Trust
Ontario, Canada
$309K +$279K +1,999 New
SC
199
Saturna Capital
Washington
$308K – – –
PP
200
PDS Planning
Ohio
$301K +$272K +1,947 New
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