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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1876
SageView Advisory Group
California
$5.68M +$137K +1,025 +2%
EI
1877
Ellevest Inc
New York
$5.67M +$456K +3,403 +8%
CB
1878
Cadence Bank
Mississippi
$5.67M -$65.1K -486 -1%
VWA
1879
V Wealth Advisors
Kansas
$5.64M -$9.79M -73,027 -62%
CQS
1880
Credential Qtrade Securities
$5.64M -$493K -3,678 -8%
IA
1881
Insight Advisors
Pennsylvania
$5.63M -$77.7K -580 -1%
MCC
1882
Malaga Cove Capital
California
$5.62M +$63.6K +475 +1%
AFA
1883
Arlington Financial Advisors
California
$5.61M -$65.3K -487 -1%
FPAS
1884
Focus Partners Advisor Solutions
Missouri
$5.61M +$465K +3,470 +9%
MWA
1885
Martel Wealth Advisors
Washington
$5.6M -$28.8K -215 -0.5%
Gates Foundation Trust
1886
Gates Foundation Trust
Washington
$5.59M +$5.9M +44,000 New
TF
1887
Threadgill Financial
Texas
$5.58M +$5.82M +43,470 New
PTB
1888
Pioneer Trust Bank
Oregon
$5.57M -$795K -5,935 -12%
MMM
1889
Mendel Money Management
Illinois
$5.57M +$198K +1,474 +3%
QC
1890
Quadrature Capital
United Kingdom
$5.56M +$5.86M +43,747 New
PFMU
1891
Privium Fund Management (UK)
United Kingdom
$5.56M
FWC
1892
First Washington Corp
Washington
$5.56M +$98.9K +738 +2%
PCA
1893
Providence Capital Advisors
North Carolina
$5.56M +$9.92K +74 +0.2%
BTI
1894
Blue Trust Inc
Georgia
$5.55M +$470K +3,508 +9%
CA
1895
CV Advisors
Florida
$5.55M -$23.2K -173 -0.4%
MIM
1896
Moseley Investment Management
Florida
$5.55M +$8.17K +61 +0.1%
TAM
1897
Titleist Asset Management
Texas
$5.55M -$95.4K -712 -2%
WEO
1898
William E. Oberndorf
$5.53M
YSP
1899
Yarra Square Partners
New York
$5.52M
RWM
1900
Rench Wealth Management
Texas
$5.52M +$89.1K +665 +2%