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Name Holding Trade Value Shares
Change
Change in
Stake
CK
526
Cohen Klingenstein
New York
$616K – – –
Advisornet Financial
527
Advisornet Financial
Minnesota
$603K +$204K +4,462 +34%
MRCM
528
M&R Capital Management
New Jersey
$592K -$274 -6 -0%
AW
529
ACG Wealth
Georgia
$591K -$3.88K -85 -0.5%
IRF
530
IBM Retirement Fund
New York
$590K +$296K +6,468 +60%
Smithbridge Asset Management
531
Smithbridge Asset Management
Pennsylvania
$586K -$45.7K -1,000 -6%
Brinker Capital
532
Brinker Capital
Pennsylvania
$584K +$48.6K +1,063 +7%
VeraBank
533
VeraBank
Texas
$583K – – –
Abbrea Capital
534
Abbrea Capital
California
$578K -$11.4K -250 -1%
Wealthspire Advisors (Maryland)
535
Wealthspire Advisors (Maryland)
Maryland
$576K -$30.1K -658 -4%
Banco Bilbao Vizcaya Argentaria
536
Banco Bilbao Vizcaya Argentaria
Spain
$573K +$182K +3,981 +31%
F.L. Putnam Investment Management
537
F.L. Putnam Investment Management
Massachusetts
$570K -$159K -3,469 -17%
JWCA
538
J.W. Coons Advisors
Ohio
$569K +$758K +16,581 New
Susquehanna International Group
539
Susquehanna International Group
Pennsylvania
$558K -$9.4M -205,728 -93%
Valley Wealth Managers
540
Valley Wealth Managers
New Jersey
$558K +$3.47K +76 +0.5%
AdvisorShares Investments
541
AdvisorShares Investments
Maryland
$558K +$32.4K +709 +5%
Swiss Life Asset Management
542
Swiss Life Asset Management
$558K -$1.51M -32,951 -67%
BSA
543
Bull Street Advisors
Georgia
$554K +$409K +8,950 +124%
Stratos Wealth Partners
544
Stratos Wealth Partners
Ohio
$550K +$72.5K +1,586 +11%
Caldwell Trust
545
Caldwell Trust
Florida
$545K +$16.4K +358 +2%
Cambria Investment Management
546
Cambria Investment Management
California
$544K -$276K -6,038 -28%
ZWJ Investment Counsel
547
ZWJ Investment Counsel
Georgia
$542K +$28.5K +624 +4%
SHWM
548
Smith & Howard Wealth Management
Georgia
$536K +$960 +21 +0.1%
Winton Group
549
Winton Group
United Kingdom
$534K -$13.4M -294,120 -95%
SignatureFD
550
SignatureFD
Georgia
$527K -$270K -5,917 -28%