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Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
676
Capital Group Private Client Services
California
$3.68M +$3.98M +17,294 New
ISL
677
Ingalls & Snyder LLC
New York
$3.67M
HWM
678
Holloway Wealth Management
Florida
$3.66M
SIM
679
Stratos Investment Management
Ohio
$3.65M +$757K +3,287 +24%
CA
680
Cornerstone Advisors
North Carolina
$3.62M
NAM
681
NorthCoast Asset Management
Connecticut
$3.6M +$23.7K +103 +0.6%
Dodge & Cox
682
Dodge & Cox
California
$3.6M
IAA
683
Independent Advisor Alliance
North Carolina
$3.58M +$173K +751 +5%
SFG
684
SevenBridge Financial Group
Pennsylvania
$3.56M -$153K -663 -4%
SIM
685
Studio Investment Management
Illinois
$3.54M +$3.83M +16,641 New
SSWM
686
Smith Salley Wealth Management
North Carolina
$3.54M +$175K +759 +5%
LIM
687
Loudon Investment Management
New Hampshire
$3.49M +$277K +1,202 +8%
PH
688
Pinnacle Holdings
Oklahoma
$3.48M -$57.5K -250 -2%
PFS
689
Prospera Financial Services
Texas
$3.45M -$1.34M -5,814 -26%
MIAN
690
Mariner Independent Advisor Network
Kansas
$3.45M -$377K -1,637 -9%
IRF
691
IBM Retirement Fund
New York
$3.45M +$8.29K +36 +0.2%
CIA
692
Capital Investment Advisors
Georgia
$3.44M +$208K +904 +6%
PCM
693
Palouse Capital Management
Washington
$3.44M -$107K -463 -3%
FNB
694
Farmers National Bank
Kentucky
$3.43M +$3.44M +14,931 New
BBHC
695
Brown Brothers Harriman & Co
New York
$3.43M -$245K -1,063 -6%
VFA
696
Valeo Financial Advisors
Indiana
$3.42M +$348K +1,511 +4%
Capital Fund Management (CFM)
697
Capital Fund Management (CFM)
France
$3.41M -$4.23M -18,399 -53%
CIA
698
Choate Investment Advisors
Massachusetts
$3.4M -$152K -661 -4%
WAM
699
World Asset Management
Michigan
$3.38M -$138K -598 -4%
SWM
700
Spire Wealth Management
Virginia
$3.37M -$392K -1,703 -10%