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Name Holding Trade Value Shares
Change
Change in
Stake
TPCM
551
Three Peaks Capital Management
Colorado
$257K +$2.77K +14 +1%
PF
552
Phoenix Financial
Israel
$255K -$1.98K -10 -0.8%
FFA
553
First Foundation Advisors
California
$255K +$234K +1,184 New
LOAMS
554
Lombard Odier Asset Management (Switzerland)
Switzerland
$255K +$234K +1,184 New
FCI
555
Financial Counselors Inc
Kansas
$254K -$62.9K -318 -21%
OIA
556
OneDigital Investment Advisors
Kansas
$254K +$233K +1,180 New
CIA
557
CSat Investment Advisory
Michigan
$246K +$20.6K +104 +10%
SIC
558
Samalin Investment Counsel
New York
$244K -$19.8K -100 -8%
GIM
559
Grassi Investment Management
California
$242K +$223K +1,125 New
SAM
560
Shell Asset Management
Netherlands
$241K – – –
GT
561
Greenleaf Trust
Michigan
$239K +$3.96K +20 +2%
OR
562
Olympiad Research
Connecticut
$237K -$211K -1,066 -49%
QI
563
QS Investors
New York
$237K – – –
WF
564
WoodTrust Financial
Wisconsin
$233K -$14.8K -75 -6%
HIS
565
Harvest Investment Services
Illinois
$232K +$213K +1,079 New
BO
566
BRR OpCo
Ohio
$226K -$29.7K -150 -13%
AL
567
Aspiriant LLC
California
$226K +$208K +1,051 New
BPC
568
Banque Pictet & Cie
Switzerland
$222K +$205K +1,034 New
FC
569
Financial Consulate
Maryland
$221K +$203K +1,025 New
GIM
570
Goelzer Investment Management
Indiana
$215K -$396K -2,000 -67%
MYAM
571
Meiji Yasuda Asset Management
Japan
$215K -$251K -1,270 -56%
GAM
572
Grandview Asset Management
Pennsylvania
$215K +$198K +1,000 New
RG
573
Rathbones Group
United Kingdom
$215K +$198K +1,000 New
WJWM
574
Williams Jones Wealth Management
New York
$215K +$198K +1,000 New
HNB
575
Huntington National Bank
Ohio
$213K – – –