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Name Holding Trade Value Shares
Change
Change in
Stake
S
501
Seeyond
France
$235K +$4.28K +55 +2%
Cerity Partners
502
Cerity Partners
New York
$235K +$217K +2,793 New
BPCE
503
Bank Pictet & Cie (Europe)
Germany
$234K +$216K +2,779 New
HL
504
HeadInvest LLC
Maine
$230K +$213K +2,740 New
CI
505
Conning Inc
Connecticut
$227K +$210K +2,700 New
JLBC
506
J.L. Bainbridge & Co
Florida
$227K +$210K +2,700 New
V
507
Veritable
Delaware
$227K +$210K +2,700 New
GDP
508
Great Diamond Partners
Maine
$222K +$206K +2,646 New
SWP
509
Stratos Wealth Partners
Ohio
$221K +$204K +2,625 New
SAM
510
Strategy Asset Managers
California
$221K +$205K +2,630 New
FT
511
Fiduciary Trust
Massachusetts
$220K +$203K +2,610 New
LF
512
Lantz Financial
Illinois
$220K +$204K +2,616 New
NERM
513
New England Research & Management
Illinois
$219K +$202K +2,600 New
JWCA
514
J.W. Cole Advisors
Florida
$218K +$202K +2,592 New
Los Angeles Capital Management
515
Los Angeles Capital Management
California
$217K +$201K +2,577 New
PGFC
516
Peapack-Gladstone Financial Corp
New Jersey
$217K +$201K +2,578 New
KS
517
Karpas Strategies
Connecticut
$216K +$200K +2,568 New
FCCM
518
First City Capital Management
Georgia
$212K +$181K +2,330 New
HTC
519
Haverford Trust Company
Pennsylvania
$212K +$196K +2,520 New
ACP
520
Ashfield Capital Partners
California
$212K +$197K +2,525 New
LW
521
Linscomb Wealth
Texas
$212K +$197K +2,525 New
UFG
522
United Fire Group
Iowa
$210K – – –
GIA
523
Guyasuta Investment Advisors
Pennsylvania
$210K +$195K +2,500 New
PA
524
Profund Advisors
Maryland
$208K +$193K +2,476 New
FHB
525
First Hawaiian Bank
Hawaii
$206K +$190K +2,443 New