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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$308K +$1.88K +48 +0.7%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$285K +$252K +6,428 New
SC
203
Saturna Capital
Washington
$280K
RWM
204
Ritholtz Wealth Management
New York
$279K +$247K +6,298 New
ACI
205
Alpha Cubed Investments
California
$277K -$92.3K -2,359 -27%
QCG
206
Quadrant Capital Group
Ohio
$277K -$58.6K -1,498 -19%
CWM
207
Chronos Wealth Management
Florida
$277K
BF
208
BOK Financial
Oklahoma
$276K +$243K +6,215 New
CM
209
CoreCommodity Management
Connecticut
$272K
PGA
210
Portland Global Advisors
Maine
$269K +$237K +6,059 New
JSC
211
Jackson Square Capital
California
$264K +$101K +2,578 +77%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$263K
FI
213
Financial Insights
Washington
$263K +$142K +3,623 New
FFC
214
First Financial Corp
Indiana
$261K -$30.3K -775 -12%
JIC
215
Johnson Investment Counsel
Ohio
$257K +$227K +5,801 New
CFA
216
Carroll Financial Associates
North Carolina
$254K +$25.1K +640 +13%
RHBC
217
R.H. Bluestein & Co
Michigan
$249K +$219K +5,605 New
TCCM
218
Timber Creek Capital Management
Massachusetts
$248K
CAM
219
Cozad Asset Management
Illinois
$246K -$82.9K -2,117 -28%
RWA
220
Ropes Wealth Advisors
Massachusetts
$246K +$26.3K +673 +14%
GWCM
221
Godshalk Welsh Capital Management
Pennsylvania
$244K +$215K +5,493 New
RFM
222
Royal Fund Management
Florida
$241K -$70.5K -1,800 -25%
GWM
223
GSB Wealth Management
Connecticut
$241K +$213K +5,437 New
WI
224
Wintrust Investments
Illinois
$240K +$211K +5,401 New
ATIA
225
American Trust Investment Advisors
New Hampshire
$239K +$211K +5,394 New