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Name Holding Trade Value Shares
Change
Change in
Stake
SCG
601
Sonata Capital Group
Washington
$430K +$10.1K +71 +3%
CWM
602
Confluence Wealth Management
Oregon
$430K +$105K +741 +35%
ECM
603
Everence Capital Management
Indiana
$429K
EIA
604
Eldridge Investment Advisors
New Hampshire
$426K -$35.5K -250 -8%
AWM
605
Altium Wealth Management
New York
$423K +$74.4K +524 +23%
BPB
606
Badgley, Phelps & Bell
Washington
$416K +$66.8K +470 +20%
APA
607
American Portfolios Advisors
New York
$412K -$5.26K -37 -1%
FANJ
608
Financial Architects (New Jersey)
New Jersey
$412K -$12.1K -85 -3%
JFA
609
Johanson Financial Advisors
California
$410K -$4.97K -35 -1%
MCP
610
Martin Capital Partners
Oregon
$409K +$387K +2,721 New
CIBC Private Wealth Group
611
CIBC Private Wealth Group
Georgia
$408K +$4.4K +31 +1%
FFBTD
612
First Financial Bank - Trust Division
Ohio
$403K -$994 -7 -0.3%
HIC
613
Holderness Investments Company
North Carolina
$401K -$9.94K -70 -3%
SGCA
614
Steel Grove Capital Advisors
Tennessee
$399K -$12.6K -89 -3%
DAM
615
Diamant Asset Management
Connecticut
$399K
Cetera Investment Advisers
616
Cetera Investment Advisers
Illinois
$396K -$12.6K -89 -3%
WAM
617
Wealthspire Advisors (Maryland)
Maryland
$394K -$42.2K -297 -10%
SBSB
618
Sullivan, Bruyette, Speros & Blaney
Virginia
$394K
LS
619
Livforsakringsbolaget Skandia
Sweden
$393K -$114K -800 -23%
AL
620
Aspiriant LLC
California
$391K +$4.83K +34 +1%
FWM
621
Frontier Wealth Management
Missouri
$386K +$9.66K +68 +3%
GT
622
Greenleaf Trust
Michigan
$381K +$20.5K +144 +6%
FI
623
FormulaFolio Investments
Michigan
$376K -$24.6K -173 -6%
D.E. Shaw & Co
624
D.E. Shaw & Co
New York
$376K +$355K +2,500 New
1IA
625
1834 Investment Advisors
Wisconsin
$373K -$94.5K -665 -21%