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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
201
Sage Rhino Capital
California
$937K +$69.2K +1,383 +9%
QI
202
Qtron Investments
Massachusetts
$937K +$102K +2,034 +13%
WFI
203
West Family Investments
California
$916K -$98.5K -1,970 -10%
Credit Agricole
204
Credit Agricole
France
$916K -$48K -959 -5%
RHBC
205
R.H. Bluestein & Co
Michigan
$905K -$280K -5,605 -25%
FAM
206
Formidable Asset Management
Ohio
$894K +$831K +16,612 New
AP
207
Advisor Partners
California
$880K +$51.4K +1,027 +7%
NCM
208
Narwhal Capital Management
Georgia
$869K +$56.1K +1,121 +7%
BCCM
209
Bridge Creek Capital Management
Massachusetts
$867K -$4.5K -90 -0.6%
BL
210
BFSG LLC
California
$859K -$334K -6,681 -30%
JWM
211
Jeppson Wealth Management
California
$854K +$27.8K +555 +4%
Brown Advisory
212
Brown Advisory
Maryland
$851K -$1.11M -22,159 -58%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$851K +$82.3K +1,645 +12%
SWA
214
Stratos Wealth Advisors
Ohio
$819K +$761K +15,211 New
BA
215
Bennicas & Associates
California
$817K +$5.6K +112 +0.7%
OFG
216
OmniStar Financial Group
North Carolina
$816K -$181K -3,624 -19%
BF
217
BOK Financial
Oklahoma
$812K +$67.2K +1,343 +10%
P
218
Pitcairn
Pennsylvania
$784K +$102K +2,031 +16%
PA
219
Parallel Advisors
California
$763K +$387K +7,743 +121%
Mirae Asset Global Investments
220
Mirae Asset Global Investments
South Korea
$754K -$2.66M -53,117 -79%
BL
221
Balentine LLC
Georgia
$746K +$693K +13,854 New
RI
222
Ridgewood Investments
New Jersey
$739K +$215K +4,305 +46%
CT
223
Coastline Trust
Rhode Island
$707K +$18.5K +370 +3%
MML Investors Services
224
MML Investors Services
Massachusetts
$704K -$157K -3,135 -19%
SIA
225
Schechter Investment Advisors
Michigan
$700K +$650K +13,005 New