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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
651
Sentry Investment Management
Wisconsin
$599K -$124K -418 -17%
BHPW
652
Beverly Hills Private Wealth
California
$598K +$602K +2,036 New
SCA
653
Sandy Cove Advisors
Massachusetts
$589K +$39.9K +135 +7%
TIM
654
Thompson Investment Management
Wisconsin
$587K – – –
iA Global Asset Management
655
iA Global Asset Management
Quebec, Canada
$587K -$32.2K -109 -5%
Saturna Capital
656
Saturna Capital
Washington
$584K – – –
SVWAG
657
Sound View Wealth Advisors Group
Georgia
$578K -$37.5K -127 -6%
Americana Partners
658
Americana Partners
Texas
$569K +$175K +593 +44%
PMFA
659
Plante Moran Financial Advisors
Michigan
$568K – – –
MGO One Seven
660
MGO One Seven
Ohio
$567K +$216K +731 +61%
DRW Securities
661
DRW Securities
Illinois
$558K -$650K -2,199 -54%
LAM
662
Lountzis Asset Management
Pennsylvania
$558K – – –
RW
663
Rede Wealth
Virginia
$557K – – –
ING Group
664
ING Group
Netherlands
$556K +$560K +1,893 New
KWM
665
KFG Wealth Management
Indiana
$548K – – –
TFS
666
Thoroughbred Financial Services
Tennessee
$548K +$552K +1,867 New
Fifth Third Wealth Advisors
667
Fifth Third Wealth Advisors
Ohio
$548K +$551K +1,865 New
Valeo Financial Advisors
668
Valeo Financial Advisors
Indiana
$546K +$39.9K +135 +8%
Global Retirement Partners
669
Global Retirement Partners
California
$546K +$40.5K +137 +8%
BC
670
Barrett & Company
Rhode Island
$541K +$545K +1,843 New
TD Private Client Wealth
671
TD Private Client Wealth
New York
$531K +$27.2K +92 +5%
LF
672
Lantz Financial
Illinois
$529K -$3.55K -12 -0.7%
WhitTier Trust Company
673
WhitTier Trust Company
Nevada
$529K -$591 -2 -0.1%
Capital Investment Advisors
674
Capital Investment Advisors
Georgia
$526K -$591 -2 -0.1%
Ritholtz Wealth Management
675
Ritholtz Wealth Management
New York
$524K -$757K -2,559 -59%