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Name Holding Trade Value Shares
Change
Change in
Stake
STA
751
Summit Trail Advisors
New York
$2.17M +$153K +549 +8%
MPPW
752
Mitchell & Pahl Private Wealth
Oklahoma
$2.16M -$12.5K -45 -0.6%
NRS
753
Neville Rodie & Shaw
New York
$2.16M -$86.1K -310 -4%
VI
754
Vestcor Inc
New Brunswick, Canada
$2.16M +$4.17K +15 +0.2%
Luther King Capital Management (LKCM)
755
Luther King Capital Management (LKCM)
Texas
$2.16M
AA
756
Altman Advisors
Illinois
$2.15M +$35.6K +128 +2%
MIC
757
Meridian Investment Counsel
California
$2.12M
FPAS
758
Focus Partners Advisor Solutions
Missouri
$2.11M +$602K +2,165 +45%
DAC
759
Dividend Assets Capital
South Carolina
$2.11M -$212K -763 -10%
S
760
SimplyRich
California
$2.1M
MCM
761
Monarch Capital Management
Indiana
$2.1M +$4.45K +16 +0.2%
GI
762
GAMMA Investing
California
$2.08M +$350K +1,258 +22%
FLI
763
Family Legacy Inc
South Carolina
$2.08M -$8.61K -31 -0.4%
CHAM
764
Clear Harbor Asset Management
Connecticut
$2.08M +$41.4K +149 +2%
PVI
765
Pine Valley Investments
New Jersey
$2.08M +$4.72K +17 +0.2%
PIM
766
Plato Investment Management
Australia
$2.08M -$10.6K -38 -0.6%
LSA
767
L & S Advisors
California
$2.06M +$1.9M +6,831 New
PL
768
Perpetual Ltd
Australia
$2.05M -$24.2K -87 -1%
FFM
769
Forum Financial Management
Illinois
$2.05M -$3.61K -13 -0.2%
JWCA
770
J.W. Coons Advisors
Ohio
$2.04M +$27.8K +100 +2%
M1FG
771
Mach-1 Financial Group
Arkansas
$2.03M +$1.87M +6,715 New
MG
772
Mather Group
Illinois
$2.03M +$36.1K +130 +2%
LC
773
Lincoln Capital
Nebraska
$2.02M +$10.8K +39 +0.6%
GJWM
774
Gilliland Jeter Wealth Management
Arkansas
$2M -$5K -18 -0.3%
SWMG
775
Stillwater Wealth Management Group
Florida
$2M +$690K +2,483 +60%