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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
751
Vestmark Advisory Solutions
Massachusetts
$404K -$134K -803 -26%
ZIG
752
Zullo Investment Group
Pennsylvania
$403K +$386K +2,314 New
WIC
753
Woodmont Investment Counsel
Tennessee
$402K -$16.7K -100 -4%
HWMG
754
Hurlow Wealth Management Group
Indiana
$402K – – –
AAF
755
Andra AP-fonden
Sweden
$401K -$3.88M -23,300 -91%
TF
756
Trek Financial
Arizona
$401K +$181K +1,085 +89%
ACS
757
Archford Capital Strategies
Illinois
$400K -$167 -1 -0%
M
758
MOTCO
Texas
$399K -$15.3K -92 -4%
BP
759
Ballentine Partners
Massachusetts
$397K +$84K +504 +28%
HFAS
760
Hummer Financial Advisory Services
Illinois
$396K – – –
UAML
761
US Asset Management LLC
Pennsylvania
$395K – – –
CW
762
CreativeOne Wealth
Kansas
$391K -$456K -2,738 -55%
WB
763
Webster Bank
Connecticut
$389K -$7.5K -45 -2%
NWM
764
Nicola Wealth Management
British Columbia, Canada
$385K +$163K +977 +80%
CA
765
CapWealth Advisors
Tennessee
$384K – – –
MWM
766
Mattern Wealth Management
Kansas
$384K – – –
Fayez Sarofim & Co
767
Fayez Sarofim & Co
Texas
$384K +$58.3K +350 +19%
JFA
768
Johanson Financial Advisors
California
$383K -$48.8K -293 -12%
PA
769
Procyon Advisors
Connecticut
$382K -$123K -736 -25%
CI
770
CX Institutional
Indiana
$381K -$246K -1,476 -40%
SMH
771
Sanders Morris Harris
Texas
$380K – – –
CCT
772
Country Club Trust
Missouri
$379K +$83.4K +500 +29%
MCWS
773
McKinley Carter Wealth Services
West Virginia
$378K -$59.7K -358 -14%
TAM
774
Townsend Asset Management
North Carolina
$378K +$1K +6 +0.3%
RPC
775
Rossmore Private Capital
Connecticut
$375K – – –