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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
526
Capital CS Group
California
$599K +$632K +5,700 New
ROTUOC
527
Regents of the University of California
California
$592K +$624K +5,634 New
BP
528
BBR Partners
New York
$590K -$111K -1,000 -15%
BCV
529
Banque Cantonale Vaudoise
Switzerland
$587K +$22.1K +199 +4%
KLC
530
Knowledge Leaders Capital
Colorado
$586K -$35K -316 -5%
NB
531
Norinchukin Bank
Japan
$585K +$22.7K +205 +4%
DI
532
Dalton Investments
Nevada
$572K
GWM
533
Geneos Wealth Management
Colorado
$567K -$296K -2,667 -33%
ATC
534
Argent Trust Co
Tennessee
$553K -$136K -1,225 -19%
VBFG
535
Vishria Bird Financial Group
Tennessee
$553K -$554 -5 -0.1%
CCM
536
Chimera Capital Management
New York
$547K +$577K +5,209 New
LNC
537
Lincoln National Corp
Pennsylvania
$545K +$36.4K +328 +7%
KFGK
538
Keystone Financial Group (Kentucky)
Kentucky
$542K +$997 +9 +0.2%
PWM
539
Perigon Wealth Management
California
$541K -$161K -1,450 -22%
SDWIA
540
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$540K +$16.1K +145 +3%
AC
541
Avestar Capital
New York
$531K -$272K -2,450 -33%
TA
542
Tectonic Advisors
Texas
$529K +$3.33K +30 +0.6%
LC
543
Longitude (Cayman)
Cayman Islands
$525K -$942K -8,500 -63%
QFA
544
Quattro Financial Advisors
Texas
$525K
SFA
545
Souders Financial Advisors
Ohio
$523K +$67.8K +612 +14%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$516K +$139K +1,254 +34%
FFM
547
Forum Financial Management
Illinois
$514K -$102K -923 -16%
IWC
548
Integrated Wealth Concepts
Massachusetts
$514K -$4.88K -44 -0.9%
RA
549
Resolute Advisors
California
$514K +$85.6K +772 +19%
MYLI
550
Meiji Yasuda Life Insurance
Japan
$514K +$542K +4,890 New