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Name Holding Trade Value Shares
Change 		Change in
Stake
OCBCO
351
Oversea-Chinese Banking Corp (OCBC)
Singapore
$316K -$250K -3,794 -45%
RBC
352
Romano Brothers & Co
Illinois
$310K +$132 +2 +0%
BFC
353
Blue Fin Capital
Rhode Island
$308K – – –
WT
354
Whittier Trust
California
$307K – – –
ESCM
355
Echo Street Capital Management
New York
$305K +$298K +4,511 New
HSA
356
HBK Sorce Advisory
Pennsylvania
$303K +$3.17K +48 +1%
PWPS
357
Pinnacle Wealth Planning Services
Ohio
$299K -$1.72K -26 -0.6%
FWA
358
FSM Wealth Advisors
Ohio
$299K +$725 +11 +0.3%
CW
359
CreativeOne Wealth
Kansas
$299K -$7.85K -119 -3%
PTC
360
Petrus Trust Company
Texas
$292K +$23.7K +359 +9%
IB
361
Intrust Bank
Kansas
$287K – – –
GT
362
Greenleaf Trust
Michigan
$286K -$19.6K -297 -7%
WS
363
Wedbush Securities
California
$286K +$18.6K +282 +7%
TMAM
364
Tokio Marine Asset Management
Japan
$286K +$8.9K +135 +3%
PRC
365
Pearl River Capital
Michigan
$281K -$732K -11,097 -73%
P
366
&Partners
Tennessee
$279K – – –
OC
367
Oppenheimer & Co
New York
$276K -$2.84K -43 -1%
ASN
368
Advisory Services Network
Georgia
$271K +$30.1K +457 +13%
ANB
369
Amarillo National Bank
Texas
$271K – – –
WG
370
Welch Group
Alabama
$271K – – –
IAIM
371
International Assets Investment Management
Florida
$268K +$15.4M +233,647 New
TF
372
TIAA FSB
Florida
$268K -$2.11K -32 -0.8%
XT
373
XTX Topco
Cayman Islands
$268K -$131K -1,989 -33%
IC
374
IEQ Capital
California
$268K -$216K -3,280 -45%
CGL
375
Clarius Group LLC
Washington
$264K +$15.6K +237 +6%
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