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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
876
Whitegate Investment Counselors
New Hampshire
$255K -$29.5K -95 -9%
Holocene Advisors
877
Holocene Advisors
New York
$254K +$287K +926 New
EIA
878
Edgemoor Investment Advisors
Maryland
$253K
WA
879
WealthTrust Axiom
Pennsylvania
$251K
SC
880
Savant Capital
Illinois
$250K +$22.4K +72 +9%
TW
881
Transform Wealth
Colorado
$247K -$1.48M -4,761 -84%
QAM
882
Quantres Asset Management
Cayman Islands
$246K -$776K -2,500 -74%
TU
883
TDAM USA
Ontario, Canada
$246K +$5.9K +19 +2%
S
884
SimplyRich
California
$242K -$21.4K -69 -7%
MCM
885
Maple Capital Management
Vermont
$242K -$3.1K -10 -1%
SWA
886
Sutton Wealth Advisors
Florida
$240K
HAG
887
HighPoint Advisor Group
Illinois
$239K -$11.2K -36 -4%
YIA
888
YHB Investment Advisors
Connecticut
$239K +$14K +45 +5%
EHWM
889
Eads & Heald Wealth Management
Georgia
$238K +$24.2K +78 +10%
VFA
890
Valeo Financial Advisors
Indiana
$237K +$52.5K +169 +24%
RG
891
Rathbones Group
United Kingdom
$236K -$18.7M -60,150 -99%
NG
892
NatWest Group
United Kingdom
$233K -$24.8K -80 -9%
NCM
893
Northside Capital Management
Oregon
$233K
CL
894
Choreo LLC
Illinois
$231K -$4.35K -14 -2%
SFSG
895
Stearns Financial Services Group
North Carolina
$231K +$3.42K +11 +1%
LFA
896
Legacy Financial Advisors
Kentucky
$230K +$270K +869 New
FLII
897
First Long Island Investors
New York
$228K -$1.55K -5 -0.6%
WPC
898
Waters Parkerson & Co
Louisiana
$228K
GT
899
Greenleaf Trust
Michigan
$226K -$24.8K -80 -9%
DLA
900
Douglas Lane & Associates
New York
$226K -$15.5K -50 -6%