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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Teza Capital Management
Illinois
$321K +$320K +3,055 New
CAAS
552
Capital Asset Advisory Services
Michigan
$319K -$6.7K -64 -2%
DADC
553
D.A. Davidson & Co
Montana
$319K +$318K +3,037 New
CC
554
Capital Counsel
New York
$315K – – –
FC
555
Fore Capital
New York
$315K +$314K +3,000 New
PWPS
556
Pinnacle Wealth Planning Services
Ohio
$313K -$314 -3 -0.1%
WWM
557
Western Wealth Management
Colorado
$310K +$309K +2,956 New
CCP
558
Corient Capital Partners
California
$307K -$7.54K -72 -2%
MWM
559
Minot Wealth Management
Massachusetts
$307K +$28.8K +275 +10%
AFC
560
AFT Forsyth & Company
Florida
$306K – – –
WA
561
WealthTrust Axiom
Pennsylvania
$298K -$8.37K -80 -3%
MSRPS
562
Maryland State Retirement & Pension System
Maryland
$294K +$270K +2,579 New
GT
563
Greenleaf Trust
Michigan
$291K -$4.19K -40 -1%
ACA
564
Atlas Capital Advisors
Wyoming
$287K -$269K -2,573 -48%
PA
565
Pinnacle Associates
New York
$286K – – –
CFGS
566
Concourse Financial Group Securities
Alabama
$284K -$108K -1,034 -28%
Vanguard Personalized Indexing Management
567
Vanguard Personalized Indexing Management
California
$284K +$25.4K +243 +10%
PA
568
Parallel Advisors
California
$273K -$106K -1,012 -28%
MC
569
Montag & Caldwell
Georgia
$272K -$270K -2,580 -50%
BPCE
570
Bank Pictet & Cie (Europe)
Germany
$271K +$270K +2,577 New
DT
571
Diversified Trust
Tennessee
$269K – – –
CA
572
Capitolis Advisors
New York
$269K +$268K +2,558 New
HB
573
Homrich & Berg
Georgia
$268K +$267K +2,555 New
FLII
574
First Long Island Investors
New York
$264K – – –
FHA
575
Flagship Harbor Advisors
Massachusetts
$263K -$128K -1,222 -33%