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Name Holding Trade Value Shares
Change
Change in
Stake
SW
751
SVB Wealth
Massachusetts
$2.19M -$477K -1,718 -19%
STA
752
Summit Trail Advisors
New York
$2.17M +$153K +549 +8%
MPPW
753
Mitchell & Pahl Private Wealth
Oklahoma
$2.16M -$12.5K -45 -0.6%
NRS
754
Neville Rodie & Shaw
New York
$2.16M -$86.1K -310 -4%
VI
755
Vestcor Inc
New Brunswick, Canada
$2.16M +$4.17K +15 +0.2%
Luther King Capital Management (LKCM)
756
Luther King Capital Management (LKCM)
Texas
$2.16M – – –
AA
757
Altman Advisors
Illinois
$2.15M +$35.6K +128 +2%
MIC
758
Meridian Investment Counsel
California
$2.12M – – –
FPAS
759
Focus Partners Advisor Solutions
Missouri
$2.11M +$602K +2,165 +45%
DAC
760
Dividend Assets Capital
South Carolina
$2.11M -$212K -763 -10%
S
761
SimplyRich
California
$2.1M – – –
MCM
762
Monarch Capital Management
Indiana
$2.1M +$4.45K +16 +0.2%
GI
763
GAMMA Investing
California
$2.08M +$350K +1,258 +22%
FLI
764
Family Legacy Inc
South Carolina
$2.08M -$8.61K -31 -0.4%
CHAM
765
Clear Harbor Asset Management
Connecticut
$2.08M +$41.4K +149 +2%
PVI
766
Pine Valley Investments
New Jersey
$2.08M +$4.72K +17 +0.2%
PIM
767
Plato Investment Management
Australia
$2.08M -$10.6K -38 -0.6%
LSA
768
L & S Advisors
California
$2.06M +$1.9M +6,831 New
PL
769
Perpetual Ltd
Australia
$2.05M -$24.2K -87 -1%
FFM
770
Forum Financial Management
Illinois
$2.05M -$3.61K -13 -0.2%
JWCA
771
J.W. Coons Advisors
Ohio
$2.04M +$27.8K +100 +2%
M1FG
772
Mach-1 Financial Group
Arkansas
$2.03M +$1.87M +6,715 New
MG
773
Mather Group
Illinois
$2.03M +$36.1K +130 +2%
LC
774
Lincoln Capital
Nebraska
$2.02M +$10.8K +39 +0.6%
GJWM
775
Gilliland Jeter Wealth Management
Arkansas
$2M -$5K -18 -0.3%