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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
Sigma Investment Counselors
Michigan
$1.91M -$112K -732 -4%
CCP
527
Corient Capital Partners
California
$1.91M
JCM
528
Jacobi Capital Management
Pennsylvania
$1.91M -$7.21K -47 -0.3%
CAL
529
Capital Analysts LLC
Pennsylvania
$1.9M +$202K +1,320 +9%
SAM
530
Sompo Asset Management
Japan
$1.9M +$2.4M +15,680 New
CIS
531
Capital International Sarl
California
$1.89M +$664K +4,328 +38%
NCM
532
Narwhal Capital Management
Georgia
$1.89M +$69.8K +455 +3%
GRP
533
Global Retirement Partners
California
$1.89M +$121K +792 +6%
V
534
Veritable
Delaware
$1.89M +$42.5K +277 +2%
KFGK
535
Keystone Financial Group (Kentucky)
Kentucky
$1.88M +$173K +1,129 +8%
AAM
536
Auxier Asset Management
Oregon
$1.88M
CAM
537
Cresset Asset Management
Illinois
$1.88M -$382K -2,488 -14%
IFWM
538
Institute for Wealth Management
Colorado
$1.88M +$32.2K +210 +1%
MA
539
McBroom & Associates
Nevada
$1.87M -$71.2K -464 -3%
BWG
540
Beta Wealth Group
California
$1.86M +$80.7K +526 +4%
CGH
541
CMG Global Holdings
Texas
$1.86M +$349K +2,276 +17%
PWW
542
Pettyjohn Wood & White
Virginia
$1.85M +$243K +1,582 +12%
MA
543
MUFG Americas
New York
$1.85M -$77.3K -504 -3%
FA
544
FDx Advisors
Illinois
$1.85M -$858K -5,594 -27%
SYBT
545
Stock Yards Bank & Trust
Kentucky
$1.85M -$126K -819 -5%
NRS
546
Neville Rodie & Shaw
New York
$1.84M -$2.91K -19 -0.1%
SBIA
547
Sheaff Brock Investment Advisors
Indiana
$1.83M -$288K -1,880 -11%
TC
548
TownSquare Capital
Utah
$1.83M -$93.9K -612 -4%
JGC
549
J. Goldman & Co
New York
$1.83M -$6.85M -44,693 -75%
MAM
550
Mystic Asset Management
Rhode Island
$1.83M +$380K +2,475 +20%