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Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
Montag & Associates
Georgia
$1.66M -$113K -1,375 -7%
AAIM
202
American Assets Investment Management
California
$1.63M
CP
203
Covenant Partners
Tennessee
$1.5M
CS
204
Comerica Securities
Michigan
$1.46M -$49.8K -605 -4%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$1.42M +$1.34M +16,257 New
1CP
206
17 Capital Partners
Arizona
$1.38M -$34.1K -414 -3%
PG
207
Patten Group
Tennessee
$1.38M
CAM
208
Cresset Asset Management
Illinois
$1.37M -$180K -2,190 -12%
CIBC World Market
209
CIBC World Market
Ontario, Canada
$1.37M +$286K +3,473 +28%
BTWM
210
Baker Tilly Wealth Management
Wisconsin
$1.34M +$192K +2,331 +18%
KAS
211
Kestra Advisory Services
Texas
$1.34M +$489K +5,941 +63%
FCH
212
Freestone Capital Holdings
Washington
$1.33M +$48.4K +588 +4%
SA
213
swisspartners Advisors
Switzerland
$1.32M +$255K +3,100 +27%
MGWM
214
Marks Group Wealth Management
Minnesota
$1.31M +$547K +6,638 +78%
Credit Agricole
215
Credit Agricole
France
$1.31M -$39K -474 -3%
MCM
216
MAI Capital Management
Ohio
$1.3M -$735K -8,922 -37%
COI
217
Connable Office Inc
Michigan
$1.3M -$741 -9 -0.1%
SB
218
Simmons Bank
Arkansas
$1.24M -$75K -911 -6%
RMCM
219
Reynders McVeigh Capital Management
Massachusetts
$1.24M +$346K +4,200 +42%
RJFSA
220
Raymond James Financial Services Advisors
Florida
$1.2M -$50.5K -613 -4%
MCM
221
McKinley Capital Management
Alaska
$1.2M -$68.3K -829 -6%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$1.2M +$93.6K +1,136 +9%
CCMINC
223
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.16M +$7.91K +96 +0.7%
Bank Julius Baer & Co
224
Bank Julius Baer & Co
Switzerland
$1.16M -$83.8K -1,018 -7%
DLA
225
Douglas Lane & Associates
New York
$1.16M -$222K -2,697 -17%