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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
501
Cullen/Frost Bankers
Texas
$350K -$64.1K -1,278 -14%
WF
502
Welch & Forbes
Massachusetts
$350K +$27.1K +541 +7%
V
503
Veritable
Delaware
$349K -$37K -738 -9%
BRWM
504
B. Riley Wealth Management
Tennessee
$345K +$392K +7,805 New
KWM
505
Kingsview Wealth Management
Oregon
$341K +$12.2K +243 +3%
VI
506
Vestcor Inc
New Brunswick, Canada
$340K +$121K +2,414 +46%
CBT
507
CoreFirst Bank & Trust
Kansas
$337K -$74.4K -1,484 -16%
HCP
508
Holt Capital Partners
Texas
$336K -$103K -2,050 -21%
LCM
509
Logan Capital Management
Pennsylvania
$336K
NIM
510
NuWave Investment Management
New Jersey
$334K +$127K +2,533 +50%
ECM
511
Everence Capital Management
Indiana
$332K
GAAM
512
Guinness Atkinson Asset Management
California
$332K
IWC
513
Integrated Wealth Concepts
Massachusetts
$327K +$10.4K +207 +3%
JCM
514
Jacobi Capital Management
Pennsylvania
$327K +$62.8K +1,252 +20%
MPAM
515
Murphy Pohlad Asset Management
Minnesota
$327K +$87.3K +1,740 +31%
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$326K -$79.7K -1,589 -18%
FLPIM
517
F.L. Putnam Investment Management
Massachusetts
$326K -$49.8K -992 -12%
SLI
518
Sumitomo Life Insurance
Japan
$326K -$4.51K -90 -1%
AOWM
519
Alpha Omega Wealth Management
Virginia
$326K -$4.31K -86 -1%
ONB
520
Old National Bancorp
Indiana
$324K +$367K +7,322 New
AQR Capital Management
521
AQR Capital Management
Connecticut
$321K +$371K +7,390 New
MCM
522
Mendel Capital Management
Arkansas
$319K -$15.7K -312 -4%
SA
523
Syntax Advisors
New York
$318K +$132K +2,636 +58%
VCG
524
Vantage Consulting Group
Virginia
$318K +$132K +2,636 +58%
ER
525
Enlightenment Research
Florida
$318K +$361K +7,200 New