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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$900K +$890K +281 New
IAN
677
Integrated Advisors Network
Texas
$890K
Fayez Sarofim & Co
678
Fayez Sarofim & Co
Texas
$887K +$244K +77 +39%
DWM
679
Dakota Wealth Management
Florida
$884K -$79.2K -25 -8%
MSAM
680
Moloney Securities Asset Management
Missouri
$884K -$28.5K -9 -3%
EFG
681
Everhart Financial Group
Ohio
$874K +$34.8K +11 +4%
SA
682
Sovran Advisors
California
$872K +$855K +270 New
CAM
683
Carret Asset Management
New York
$858K
SFI
684
Siemens Fonds Invest
Germany
$857K +$168K +53 +25%
TIAA Trust, National Association
685
TIAA Trust, National Association
North Carolina
$855K +$57K +18 +7%
TPCW
686
TD Private Client Wealth
New York
$855K -$82.3K -26 -9%
IFG
687
Independent Financial Group
California
$855K -$44.3K -14 -5%
CPBTD
688
Central Pacific Bank - Trust Division
Hawaii
$852K -$76K -24 -8%
ACA
689
Aptus Capital Advisors
Alabama
$852K +$19K +6 +2%
FRM
690
Fox Run Management
Connecticut
$852K +$842K +266 New
SMA
691
Sage Mountain Advisors
Georgia
$835K +$329K +104 +66%
IA
692
IFP Advisors
Florida
$831K +$250K +79 +44%
MA
693
MKT Advisors
California
$830K +$139K +44 +21%
IWC
694
Integrated Wealth Concepts
Massachusetts
$824K +$19K +6 +2%
CCA
695
Checchi Capital Advisers
California
$823K
SDWIA
696
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$823K
QCG
697
Quadrant Capital Group
Ohio
$813K +$19K +6 +2%
KCM
698
Kathmere Capital Management
Pennsylvania
$813K +$53.8K +17 +7%
CBT
699
Central Bank & Trust
Kentucky
$810K -$15.8K -5 -2%
SL
700
Sentry LLC
Tennessee
$810K