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Name Holding Trade Value Shares
Change
Change in
Stake
B
501
Bensler
Washington
$3.3M +$3.46M +16,392 New
CII
502
Capital International Inc
California
$3.28M -$68.5K -324 -2%
CFSG
503
Community Financial Services Group
Vermont
$3.28M -$5.28K -25 -0.2%
NSAM
504
North Star Asset Management
Wisconsin
$3.26M -$142K -672 -4%
ADL
505
Asset Dedication LLC
California
$3.25M +$101K +478 +3%
BWG
506
Beta Wealth Group
California
$3.22M
IA
507
IFP Advisors
Florida
$3.19M +$482K +2,282 +17%
V
508
Veritable
Delaware
$3.19M -$49.2K -233 -1%
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$3.16M +$790K +3,737 +31%
SG
510
Stonnington Group
California
$3.16M +$2.11M +9,986 +215%
ONSWM
511
Old North State Wealth Management
North Carolina
$3.16M +$3.31M +15,680 New
PCIA
512
Prime Capital Investment Advisors
Kansas
$3.15M -$3.44M -16,282 -51%
HCM
513
Hodges Capital Management
Texas
$3.13M -$225K -1,065 -6%
HSA
514
HBK Sorce Advisory
Pennsylvania
$3.13M -$79K -374 -2%
MNBTD
515
Moody National Bank Trust Division
Texas
$3.13M -$8.92M -42,198 -73%
AAM
516
Auxier Asset Management
Oregon
$3.13M -$6.34K -30 -0.2%
SB
517
Simmons Bank
Arkansas
$3.13M -$85.1K -403 -3%
NRS
518
Neville Rodie & Shaw
New York
$3.09M
BTWM
519
Baker Tilly Wealth Management
Wisconsin
$3.09M +$951K +4,500 +42%
NP
520
NorthRock Partners
Minnesota
$3.07M +$197K +931 +7%
KRSITF
521
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.06M +$224K +1,060 +7%
Kovitz Investment Group Partners
522
Kovitz Investment Group Partners
Illinois
$3.06M +$1.01M +4,777 +50%
PCM
523
Princeton Capital Management
New Jersey
$3.06M -$180K -850 -5%
CPIG
524
Chicago Partners Investment Group
Illinois
$3.05M +$241K +1,141 +9%
KJWM
525
Kiley Juergens Wealth Management
Washington
$3.04M -$65.7K -311 -2%