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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
251
Regions Financial Corp
Alabama
$244K
CAM
252
Cozad Asset Management
Illinois
$242K -$21.4K -100 -9%
SM
253
Sweeney & Michel
California
$241K
BIM
254
Baldwin Investment Management
Pennsylvania
$240K +$211K +985 New
NAS
255
Nykredit A/S
Denmark
$237K +$208K +973 New
CCM
256
Coldstream Capital Management
Washington
$237K -$16.7K -78 -7%
ECM
257
Everence Capital Management
Indiana
$232K +$204K +954 New
FCM
258
Fourpath Capital Management
Oklahoma
$224K +$197K +920 New
MML Investors Services
259
MML Investors Services
Massachusetts
$221K +$195K +909 New
NHT
260
New Hampshire Trust
New Hampshire
$219K +$193K +900 New
CI
261
Corient IA
Florida
$217K
MFG
262
Merit Financial Group
Georgia
$216K +$190K +886 New
EWA
263
EP Wealth Advisors
California
$215K +$189K +882 New
SA
264
Sanctuary Advisors
Indiana
$208K +$183K +853 New
SAM
265
Smartleaf Asset Management
Massachusetts
$207K
MAS
266
Meeder Advisory Services
Ohio
$204K -$41.1K -192 -19%
CBU
267
CIBC Bancorp USA
Illinois
$203K +$178K +833 New
DADC
268
D.A. Davidson & Co
Montana
$203K +$178K +833 New
VT
269
Vise Technologies
New York
$202K +$178K +829 New
PFS
270
Prospera Financial Services
Texas
$202K +$177K +828 New
Pacer Advisors
271
Pacer Advisors
Pennsylvania
$199K +$175K +816 New
AAP
272
Arax Advisory Partners
Colorado
$191K +$153K +713 +1,004%
HFS
273
Hantz Financial Services
Michigan
$167K +$34.7K +162 +31%
EP
274
Evelyn Partners
$139K +$122K +570 New
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$129K