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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
651
Prelude Capital Management
New York
$273K -$292K -9,165 -54%
DA
652
Detalus Advisors
Missouri
$272K – – –
AIP
653
Almanack Investment Partners
Pennsylvania
$270K +$244K +7,635 New
FIM
654
Fernwood Investment Management
Massachusetts
$266K – – –
SCA
655
STALEY CAPITAL ADVISERS
Pennsylvania
$266K – – –
GT
656
Greenleaf Trust
Michigan
$263K +$237K +7,430 New
HIM
657
Harbour Investment Management
Washington
$262K – – –
HH
658
Hilltop Holdings
Texas
$258K +$232K +7,270 New
RIM
659
Regent Investment Management
Kentucky
$257K – – –
CI
660
Conning Inc
Connecticut
$255K -$23.9K -750 -9%
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K +$1.91K +60 +0.8%
CWM
662
Connecticut Wealth Management
Connecticut
$253K +$228K +7,135 New
MAM
663
Meeder Asset Management
Ohio
$252K +$60.5K +1,895 +36%
ONST
664
Old North State Trust
North Carolina
$251K -$23.5K -735 -9%
MHR
665
Matthew Hamilton Rosenberg
$247K +$11K +345 +5%
6M
666
6 Meridian
Kansas
$247K +$223K +6,985 New
CAM
667
Cresset Asset Management
Illinois
$246K +$222K +6,950 New
FMWA
668
Forvis Mazars Wealth Advisors
Missouri
$245K -$55.5K -1,740 -20%
FCH
669
Freestone Capital Holdings
Washington
$245K +$198K +6,220 +895%
PCP
670
Proficio Capital Partners
Massachusetts
$244K +$220K +6,880 New
SMH
671
Sanders Morris Harris
Texas
$243K +$219K +6,875 New
DILIC
672
Dai-ichi Life Insurance Company
Japan
$241K +$217K +6,795 New
TGAM
673
TBH Global Asset Management
Tennessee
$240K -$12K -375 -5%
MG
674
Mather Group
Illinois
$240K +$216K +6,785 New
AIM
675
Acropolis Investment Management
Missouri
$239K – – –
25 26
27
28 29