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Name Holding Trade Value Shares
Change
Change in
Stake
GW
751
GW & Wade
Massachusetts
$16.4M +$561K +22,536 +4%
GWM
752
Gupta Wealth Management
California
$16.4M +$1.12M +44,940 +8%
LDB
753
Lee, Danner & Bass
Tennessee
$16.4M -$115K -4,620 -0.7%
PL
754
Perpetual Ltd
Australia
$16.2M +$2.35M +94,328 +19%
PFS
755
Prospera Financial Services
Texas
$16.1M +$358K +14,376 +2%
AIA
756
Alerus Investment Advisors
Minnesota
$16M +$953K +38,260 +7%
CA
757
CapWealth Advisors
Tennessee
$16M -$84.6K -3,396 -0.6%
IA
758
IFP Advisors
Florida
$15.9M -$25.4M -1,021,076 -75%
BIC
759
Bridges Investment Counsel
Nebraska
$15.9M -$7.05M -283,020 -33%
TCOV
760
Trust Company of Vermont
Vermont
$15.8M +$593K +23,820 +4%
ZIC
761
ZWJ Investment Counsel
Georgia
$15.8M +$1.09M +43,588 +8%
IIA
762
IPG Investment Advisors
California
$15.7M -$673K -26,996 -4%
AssetMark Inc
763
AssetMark Inc
California
$15.7M +$1.75M +70,424 +14%
MCM
764
Marsico Capital Management
Colorado
$15.7M -$147M -5,882,092 -91%
BRWA
765
B. Riley Wealth Advisors
Florida
$15.7M -$1.74M -69,772 -10%
NCA
766
Newbrook Capital Advisors
New York
$15.6M +$14.3M +573,080 New
ACM
767
Azimuth Capital Management
Michigan
$15.6M -$668K -26,792 -4%
FLII
768
First Long Island Investors
New York
$15.5M -$373K -14,952 -3%
IA
769
Icon Advisers
Colorado
$15.5M +$1.23M +49,200 +9%
SFFS
770
Stonehage Fleming Financial Services
Jersey
$15.5M +$1.95M +78,344 +16%
NB
771
NBT Bank
New York
$15.5M +$458K +18,368 +3%
FM
772
Family Management
New York
$15.4M -$12K -480 -0.1%
AFG
773
Albion Financial Group
Utah
$15.4M -$5.54M -222,348 -28%
CC
774
ClearArc Capital
Ohio
$15.3M -$450K -18,072 -3%
PWAG
775
Polaris Wealth Advisory Group
California
$15.3M +$12M +481,928 +611%