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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Coldstream Capital Management
Washington
$5.31M +$190K +2,357 +4%
MCM
302
Monarch Capital Management
Indiana
$5.31M -$248K -3,072 -5%
PAM
303
Peninsula Asset Management
Florida
$5.23M -$10.5K -130 -0.2%
Mackenzie Financial
304
Mackenzie Financial
Ontario, Canada
$5.13M -$700K -8,686 -12%
WAM
305
Wallington Asset Management
Indiana
$5.13M -$17.4K -216 -0.3%
BCFS
306
Butensky & Cohen Financial Security
Florida
$5.08M -$171K -2,125 -3%
JCM
307
Jacobi Capital Management
Pennsylvania
$5.07M -$160K -1,987 -3%
KAS
308
Kestra Advisory Services
Texas
$5.05M +$247K +3,059 +5%
HBWM
309
Hollow Brook Wealth Management
New York
$5.04M -$1.93M -23,957 -28%
BC
310
Burney Company
Virginia
$5.02M -$80.4K -998 -2%
CT
311
Coastline Trust
Rhode Island
$4.93M -$21K -260 -0.4%
IFAM
312
Institutional & Family Asset Management
Colorado
$4.91M -$1.14M -14,192 -19%
FCA
313
FinTrust Capital Advisors
South Carolina
$4.87M +$4.6M +57,109 +2,902%
MMA
314
Mizuho Markets Americas
New York
$4.8M +$1.14M +14,100 +32%
AIP
315
Ameritas Investment Partners
Nebraska
$4.78M -$539K -6,694 -10%
HWM
316
HB Wealth Management
Georgia
$4.74M -$74.1K -920 -2%
Vanguard Personalized Indexing Management
317
Vanguard Personalized Indexing Management
California
$4.71M -$33K -409 -0.7%
GCM
318
Graham Capital Management
Connecticut
$4.66M +$415K +5,145 +10%
ST
319
Somerset Trust
Pennsylvania
$4.6M -$202K -2,511 -4%
KLWA
320
Kelly Lawrence W & Associates
California
$4.57M -$40.3K -500 -0.9%
Wealthfront Advisers
321
Wealthfront Advisers
California
$4.57M +$72.5K +900 +2%
LIA
322
LBMC Investment Advisors
Tennessee
$4.5M -$78K -968 -2%
CWM
323
Cornerstone Wealth Management
Missouri
$4.48M -$413K -5,129 -9%
KPWS
324
Kestra Private Wealth Services
Texas
$4.44M +$412K +5,110 +10%
SMDAM
325
Sumitomo Mitsui DS Asset Management
Japan
$4.38M +$40K +497 +0.9%