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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
426
MTM Investment Management
South Carolina
$382K -$4.35K -50 -1%
V
427
Veritable
Delaware
$379K +$40K +459 +11%
SPW
428
Sonoma Private Wealth
California
$376K +$389K +4,466 New
PTP
429
Platform Technology Partners
New York
$371K – – –
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$367K +$14.6K +168 +4%
WCM
431
Whitener Capital Management
North Carolina
$365K -$53.3K -612 -12%
BRWA
432
B. Riley Wealth Advisors
Florida
$365K -$47.4K -544 -11%
BFEC
433
Benjamin F. Edwards & Company
Missouri
$364K -$25.9K -298 -6%
EF
434
Empirical Finance
Pennsylvania
$363K +$28.6K +328 +8%
DLA
435
Douglas Lane & Associates
New York
$362K – – –
AIM
436
Anchor Investment Management
South Carolina
$354K -$27K -310 -7%
AP
437
Appleton Partners
Massachusetts
$354K -$6.79K -78 -2%
BIAS
438
Beacon Investment Advisory Services
New Jersey
$346K – – –
KPWS
439
Kestra Private Wealth Services
Texas
$346K +$3.22K +37 +0.9%
ACI
440
Alpha Cubed Investments
California
$344K +$4.7K +54 +1%
SW
441
SVB Wealth
Massachusetts
$342K -$53.5K -615 -13%
YWP
442
YorkBridge Wealth Partners
New York
$338K -$14.4K -165 -4%
BCV
443
Banque Cantonale Vaudoise
Switzerland
$338K – – –
EVM
444
Evelyn V. Moreno
$337K – – –
EWA
445
EP Wealth Advisors
California
$335K +$346K +3,978 New
Brown Advisory
446
Brown Advisory
Maryland
$328K +$609 +7 +0.2%
BJL
447
Brighton Jones LLC
Washington
$325K -$328K -3,772 -49%
PA
448
Procyon Advisors
Connecticut
$324K -$20.9K -240 -6%
SA
449
Syntax Advisors
New York
$324K -$10.9K -125 -3%
VCG
450
Vantage Consulting Group
Virginia
$324K -$10.9K -125 -3%