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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
226
MSI Financial Services
Massachusetts
$126K +$9K +1,425 +8%
TPP
227
Triangle Peak Partners
California
$124K -$156K -24,720 -55%
Creative Planning
228
Creative Planning
Kansas
$121K -$12.6K -1,991 -9%
WEC
229
Winslow Evans & Crocker
Massachusetts
$120K +$94.7K +15,000 +353%
CC
230
Cornerstone Capital
California
$115K -$21.3K -3,375 -15%
First Eagle Investment Management
231
First Eagle Investment Management
New York
$111K
SI
232
Stephens Inc
Arkansas
$100K +$102K +16,102 New
CRC
233
Curi RMB Capital
Illinois
$98K -$43.5K -6,886 -30%
YMRC
234
Yorktown Management & Research Company
Virginia
$96K
FHA
235
First Horizon Advisors
Tennessee
$96K +$98.8K +15,650 New
CAN
236
Cetera Advisor Networks
California
$94K +$27.6K +4,366 +40%
MYAM
237
Meiji Yasuda Asset Management
Japan
$93K -$90K -14,250 -49%
CCB
238
Cutter & Co Brokerage
Missouri
$88K +$89.3K +14,145 New
GA
239
GFS Advisors
Texas
$85K
H
240
Hexavest
Quebec, Canada
$84K
CIP
241
Convergence Investment Partners
Florida
$83K -$64.4K -10,191 -43%
CL
242
CPWM LLC
Washington
$81K +$82.4K +13,050 New
DG
243
Davidson & Garrard
Virginia
$78K
GC
244
Gratus Capital
Georgia
$78K +$78.9K +12,500 New
LNWWM
245
Laird Norton Wetherby Wealth Management
California
$77K -$23.5K -3,718 -23%
DWA
246
Douglass Winthrop Advisors
New York
$75K
RFS
247
Rockefeller Financial Services
New York
$72K -$84.5K -13,385 -54%
UR
248
USCA RIA
Texas
$70K +$63 +10 +0.1%
Mariner
249
Mariner
Kansas
$70K +$71.2K +11,267 New
SWP
250
Stratos Wealth Partners
Ohio
$69K -$9.9K -1,568 -12%