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Name Holding Trade Value Shares
Change
Change in
Stake
RFG Advisory
976
RFG Advisory
Alabama
$69.9M +$10.1M +35,403 +17%
Cardinal Point Capital Management
977
Cardinal Point Capital Management
Ontario, Canada
$69.8M +$1.84M +6,429 +3%
SPC
978
Stony Point Capital
New York
$69.7M +$2.22M +7,752 +3%
Heritage Wealth Advisors
979
Heritage Wealth Advisors
Virginia
$69.7M -$795K -2,778 -1%
Turtle Creek Wealth Advisors
980
Turtle Creek Wealth Advisors
Texas
$69.7M +$6.7M +23,431 +11%
Cache Advisors
981
Cache Advisors
California
$69.7M +$2.03M +7,099 +3%
Nixon Peabody Trust
982
Nixon Peabody Trust
Massachusetts
$69.6M -$692K -2,418 -1%
KMG Fiduciary Partners
983
KMG Fiduciary Partners
Ohio
$69.6M -$12.9M -45,234 -16%
Osterweis Capital Management
984
Osterweis Capital Management
California
$69.4M +$55.6M +194,242 +426%
Osborne Partners Capital Management
985
Osborne Partners Capital Management
California
$69.3M -$12.5M -43,755 -15%
Clare Market Investments
986
Clare Market Investments
Texas
$69.2M +$100K +349 +0.1%
North Star Investment Management
987
North Star Investment Management
Illinois
$69.2M +$1.25M +4,365 +2%
Syon Capital
988
Syon Capital
California
$69.2M +$4.16M +14,545 +6%
Apriem Advisors
989
Apriem Advisors
California
$69M +$1.18M +4,142 +2%
Integrated Advisors Network
990
Integrated Advisors Network
Texas
$68.9M +$11.4M +39,870 +20%
Greenwood Gearhart
991
Greenwood Gearhart
Arkansas
$68.9M +$3.35M +11,711 +5%
Baltimore-Washington Financial Advisors
992
Baltimore-Washington Financial Advisors
Maryland
$68.5M -$752K -2,628 -1%
Marble Harbor Investment Counsel
993
Marble Harbor Investment Counsel
Massachusetts
$68.3M -$680K -2,376 -1%
Stillwater Capital Advisors
994
Stillwater Capital Advisors
Pennsylvania
$68.2M -$519K -1,813 -0.8%
Trajan Wealth
995
Trajan Wealth
Arizona
$67.9M -$7.62M -26,626 -10%
Jacobs & Co
996
Jacobs & Co
California
$67.7M -$1.76M -6,142 -3%
Empire Life Investments
997
Empire Life Investments
Ontario, Canada
$67.6M -$3.19M -11,159 -5%
Cyndeo Wealth Partners
998
Cyndeo Wealth Partners
Florida
$67.5M +$2.16M +7,550 +3%
JGP Wealth Management
999
JGP Wealth Management
Oregon
$67.4M +$458K +1,600 +0.7%
SFMG Wealth Advisors
1000
SFMG Wealth Advisors
Texas
$67.1M +$34.6K +121 +0.1%