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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
526
Central Trust Company
Missouri
$447K +$4.28K +41 +1%
DWM
527
Dakota Wealth Management
Florida
$443K +$19K +182 +4%
HDIM
528
Hanson & Doremus Investment Management
Vermont
$443K -$7.21K -69 -2%
NB
529
NBT Bank
New York
$443K +$17.3K +166 +4%
CFG
530
Carr Financial Group
Massachusetts
$434K – – –
O
531
Ossiam
France
$431K -$1.5M -14,354 -78%
FMAEN1
532
Fund Management at Engine No 1
California
$425K +$216K +2,072 +104%
SS
533
Simplicity Solutions
Minnesota
$420K +$419K +4,009 New
BFG
534
Bleakley Financial Group
New Jersey
$419K -$30.2K -289 -7%
AIM
535
Aquila Investment Management
New York
$419K -$1.25M -12,000 -75%
AP
536
AtonRa Partners
Switzerland
$416K -$50.7K -485 -11%
JCM
537
Jacobi Capital Management
Pennsylvania
$415K +$418 +4 +0.1%
AF
538
Allworth Financial
California
$414K +$3.97K +38 +1%
SP
539
Symmetry Partners
Connecticut
$414K – – –
IIM
540
InTrack Investment Management
Vermont
$412K +$425K +4,070 New
LWCFA
541
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$409K – – –
AIMCA
542
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$408K +$407K +3,900 New
VF
543
Virtu Financial
New York
$407K +$406K +3,884 New
SWP
544
Stratos Wealth Partners
Ohio
$406K +$104K +997 +35%
CF
545
Centaurus Financial
California
$406K – – –
IAA
546
Independent Advisor Alliance
North Carolina
$404K +$403K +3,863 New
BPA
547
Beacon Pointe Advisors
California
$404K +$87.8K +841 +28%
CFB
548
Cullen/Frost Bankers
Texas
$402K -$179K -1,713 -31%
WG
549
Welch Group
Alabama
$398K – – –
QCM
550
Qsemble Capital Management
New York
$398K +$397K +3,800 New