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Name Holding Trade Value Shares
Change
Change in
Stake
GT
101
Glenmede Trust
Pennsylvania
$199K +$140K +28,704 +277%
BTS
102
BB&T Securities
Virginia
$197K -$840K -172,325 -82%
BF
103
BOK Financial
Oklahoma
$196K +$1.72K +352 +0.9%
GT
104
Greenleaf Trust
Michigan
$187K
VC
105
Vicus Capital
Pennsylvania
$187K +$178K +36,477 New
Invesco
106
Invesco
Georgia
$186K +$13.4K +2,742 +8%
BCM
107
Bayesian Capital Management
New York
$185K -$123K -25,331 -41%
HCM
108
Hollencrest Capital Management
California
$184K
CAM
109
Concorde Asset Management
Michigan
$183K
RCM
110
Riverhead Capital Management
Delaware
$176K
CA
111
Continuum Advisory
Idaho
$170K +$385 +79 +0.2%
Geode Capital Management
112
Geode Capital Management
Massachusetts
$167K -$902 -185 -0.6%
DWT
113
Dorsey & Whitney Trust
South Dakota
$165K -$67K -13,755 -30%
AG
114
Advisor Group
Arizona
$159K -$231K -47,475 -60%
TAM
115
Tyers Asset Management
Texas
$159K
PCM
116
Poehling Capital Management
Wisconsin
$156K +$148K +30,355 New
CG
117
Caprock Group
Idaho
$153K +$4.43K +910 +3%
TAM
118
Tocqueville Asset Management
New York
$147K +$6.3K +1,293 +5%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$144K
BSW
120
Buckingham Strategic Wealth
Missouri
$134K +$1.67K +342 +1%
P
121
Pitcairn
Pennsylvania
$133K -$19K -3,903 -13%
MCM
122
MAI Capital Management
Ohio
$133K
CCP
123
Corient Capital Partners
California
$130K -$65.8K -13,510 -35%
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$130K -$16.9K -3,472 -12%
FIM
125
Frontier Investment Management
Texas
$128K