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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
451
Bragg Financial Advisors
North Carolina
$284K – – –
TSW
452
Thompson Siegel & Walmsley
Virginia
$282K – – –
TSS
453
Two Sigma Securities
New York
$282K +$301K +4,989 New
Fayez Sarofim & Co
454
Fayez Sarofim & Co
Texas
$281K – – –
RZH
455
Relyea Zuckerberg Hanson
Connecticut
$280K – – –
PWPS
456
Pinnacle Wealth Planning Services
Ohio
$277K -$4.04K -67 -1%
DI
457
DUMAC Inc
North Carolina
$275K – – –
BWM
458
BerganKDV Wealth Management
Minnesota
$273K – – –
IF
459
Ironwood Financial
Arizona
$271K – – –
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
$268K +$3.5K +58 +1%
BF
461
BOK Financial
Oklahoma
$268K -$37.8K -627 -12%
WB
462
WesBanco Bank
West Virginia
$266K – – –
KLI
463
Kelman-Lazarov Inc
Tennessee
$261K – – –
CIM
464
Confluence Investment Management
Missouri
$261K – – –
OAM
465
Oppenheimer Asset Management
New York
$257K -$137K -2,275 -33%
NSAM
466
North Star Asset Management
Wisconsin
$255K -$50.2K -833 -16%
QCM
467
Qsemble Capital Management
New York
$254K -$374K -6,200 -58%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$254K +$22.9K +380 +9%
O
469
Ossiam
France
$254K +$169K +2,807 +166%
GCA
470
Gradient Capital Advisors
California
$254K – – –
MLL
471
Moody Lynn & Lieberson
Massachusetts
$253K – – –
IC
472
IEQ Capital
California
$251K +$181 +3 +0.1%
YIH
473
Y-Intercept (HK)
Hong Kong
$251K +$268K +4,440 New
WT
474
Washington Trust
Rhode Island
$251K – – –
KeyBank National Association
475
KeyBank National Association
Ohio
$250K +$5.01K +83 +2%