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Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
601
Migdal Insurance & Financial Holdings
Israel
$432K -$153K -1,077 -27%
SCG
602
Sonata Capital Group
Washington
$430K +$10.1K +71 +3%
CWM
603
Confluence Wealth Management
Oregon
$430K +$105K +741 +35%
ECM
604
Everence Capital Management
Indiana
$429K – – –
EIA
605
Eldridge Investment Advisors
New Hampshire
$426K -$35.5K -250 -8%
AWM
606
Altium Wealth Management
New York
$423K +$74.4K +524 +23%
BPB
607
Badgley, Phelps & Bell
Washington
$416K +$66.8K +470 +20%
APA
608
American Portfolios Advisors
New York
$412K -$5.26K -37 -1%
FANJ
609
Financial Architects (New Jersey)
New Jersey
$412K -$12.1K -85 -3%
JFA
610
Johanson Financial Advisors
California
$410K -$4.97K -35 -1%
MCP
611
Martin Capital Partners
Oregon
$409K +$387K +2,721 New
CIBC Private Wealth Group
612
CIBC Private Wealth Group
Georgia
$408K +$4.4K +31 +1%
FFBTD
613
First Financial Bank - Trust Division
Ohio
$403K -$994 -7 -0.3%
HIC
614
Holderness Investments Company
North Carolina
$401K -$9.94K -70 -3%
SGCA
615
Steel Grove Capital Advisors
Tennessee
$399K -$12.6K -89 -3%
DAM
616
Diamant Asset Management
Connecticut
$399K – – –
Cetera Investment Advisers
617
Cetera Investment Advisers
Illinois
$396K -$12.6K -89 -3%
WAM
618
Wealthspire Advisors (Maryland)
Maryland
$394K -$42.2K -297 -10%
SBSB
619
Sullivan, Bruyette, Speros & Blaney
Virginia
$394K – – –
LS
620
Livforsakringsbolaget Skandia
Sweden
$393K -$114K -800 -23%
AL
621
Aspiriant LLC
California
$391K +$4.83K +34 +1%
FWM
622
Frontier Wealth Management
Missouri
$386K +$9.66K +68 +3%
GT
623
Greenleaf Trust
Michigan
$381K +$20.5K +144 +6%
FI
624
FormulaFolio Investments
Michigan
$376K -$24.6K -173 -6%
D.E. Shaw & Co
625
D.E. Shaw & Co
New York
$376K +$355K +2,500 New