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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
201
Jeppson Wealth Management
California
$592K +$2.21K +44 +0.4%
LG
202
Leuthold Group
Minnesota
$580K -$15.9K -318 -3%
RAM
203
RWC Asset Management
United Kingdom
$576K
KWM
204
Kingsview Wealth Management
Oregon
$562K -$1.35K -27 -0.3%
WT
205
Whittier Trust
California
$556K +$53.9K +1,075 +13%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$548K -$29.6K -590 -6%
DWT
207
Dorsey & Whitney Trust
South Dakota
$543K +$16.2K +324 +4%
NHC
208
Nicholas Hoffman & Company
Georgia
$537K +$188K +3,748 +68%
CWM
209
Chronos Wealth Management
Florida
$536K +$128K +2,550 +38%
WS
210
Wedbush Securities
California
$533K -$88.8K -1,771 -16%
Brown Advisory
211
Brown Advisory
Maryland
$529K -$173K -3,450 -28%
AIA
212
Avalon Investment & Advisory
Texas
$505K +$752 +15 +0.2%
RWM
213
Ritholtz Wealth Management
New York
$504K +$27.5K +548 +7%
FTDI
214
First Trust Direct Indexing
Massachusetts
$499K +$429K +8,567 New
CT
215
Coastline Trust
Rhode Island
$496K -$45.5K -908 -10%
CPIG
216
Chicago Partners Investment Group
Illinois
$496K +$1.8K +36 +0.5%
JFL
217
Jarislowsky, Fraser Ltd
Quebec, Canada
$491K
New York State Common Retirement Fund
218
New York State Common Retirement Fund
New York
$486K
SFSIG
219
San Francisco Sentry Investment Group
California
$485K +$64.8K +1,293 +18%
KeyBank National Association
220
KeyBank National Association
Ohio
$478K -$14.3K -285 -3%
WTC
221
WhitTier Trust Company
Nevada
$474K +$11.2K +224 +3%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$455K -$17.7K -353 -4%
JSC
223
Jackson Square Capital
California
$453K +$57.8K +1,154 +17%
VF
224
Virtu Financial
New York
$452K +$34.1K +680 +10%
BAM
225
Belpointe Asset Management
Nevada
$450K +$185K +3,687 +92%