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WHR

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
501
North Star Asset Management
Wisconsin
$285K -$4.39K -20 -2%
AIL
502
AGF Investments LLC
Ontario, Canada
$284K -$46.6K -212 -15%
ERIC
503
Eagle Rock Investment Company
Georgia
$282K +$264K +1,200 New
BCI
504
Brinker Capital Investments
Pennsylvania
$279K +$47K +214 +22%
BL
505
Balentine LLC
Georgia
$278K +$260K +1,183 New
CWM
506
Congress Wealth Management
Massachusetts
$278K +$260K +1,185 New
EI
507
Ethic Inc
New York
$275K +$257K +1,171 New
WSTAM
508
Wilbanks Smith & Thomas Asset Management
Virginia
$273K – – –
UB
509
UMB Bank
Missouri
$271K +$253K +1,151 New
FHC
510
First Heartland Consultants
Missouri
$270K +$253K +1,151 New
WAM
511
Watershed Asset Management
California
$268K +$251K +1,141 New
LIM
512
Longfellow Investment Management
Massachusetts
$265K +$83.2K +379 +51%
MNBTD
513
Moody National Bank Trust Division
Texas
$261K +$24.6K +112 +11%
DWT
514
Dorsey & Whitney Trust
South Dakota
$261K +$244K +1,110 New
MFW
515
Meristem Family Wealth
Minnesota
$258K – – –
WSFS
516
Wilmington Savings Fund Society
Delaware
$258K +$242K +1,100 New
CG
517
Caprock Group
Idaho
$257K +$241K +1,096 New
CCP
518
Corient Capital Partners
California
$256K -$659 -3 -0.3%
SWA
519
Stratos Wealth Advisors
Ohio
$256K +$1.32K +6 +0.6%
AAS
520
Avantax Advisory Services
Texas
$256K +$239K +1,088 New
LG
521
Leuthold Group
Minnesota
$252K -$3.65M -16,635 -94%
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$252K +$235K +1,071 New
AIA
523
Affinity Investment Advisors
California
$248K +$232K +1,056 New
TSS
524
Two Sigma Securities
New York
$248K +$232K +1,057 New
CTC
525
Central Trust Company
Missouri
$247K +$14.5K +66 +7%
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