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Name Holding Trade Value Shares
Change
Change in
Stake
IC
1551
Inverness Counsel
New York
$425K
AC
1552
Apella Capital
Connecticut
$425K +$10.6K +243 +3%
MCM
1553
Manchester Capital Management
Vermont
$424K -$246K -5,654 -38%
VVP
1554
Venture Visionary Partners
Ohio
$423K +$132K +3,037 +50%
SWRP
1555
Summit Wealth & Retirement Planning
California
$422K -$32.4K -745 -8%
MAA
1556
Mraz Amerine & Associates
California
$422K -$18.3K -422 -4%
SAM
1557
Security Asset Management
New York
$417K
PFWA
1558
Paces Ferry Wealth Advisors
Georgia
$417K +$392K +9,018 New
SAG
1559
Spotlight Asset Group
Illinois
$415K -$36K -828 -8%
Verition Fund Management
1560
Verition Fund Management
Connecticut
$415K +$390K +8,970 New
DIP
1561
DT Investment Partners
Pennsylvania
$414K -$46.5K -1,069 -11%
CT
1562
Cambridge Trust
Massachusetts
$414K -$39.7K -914 -9%
KCM
1563
Kendall Capital Management
Maryland
$413K -$26.8K -617 -6%
WAAG
1564
Wealth Alliance Advisory Group
Kansas
$412K -$1.09K -25 -0.3%
BL
1565
Balentine LLC
Georgia
$409K +$114K +2,633 +42%
KFA
1566
Krane Funds Advisors
New York
$409K +$384K +8,835 New
CCA
1567
Conservest Capital Advisors
Pennsylvania
$408K +$57.2K +1,315 +18%
AAM
1568
Autus Asset Management
Arizona
$405K +$2.44K +56 +0.6%
CA
1569
Calton & Associates
Florida
$404K +$49.5K +1,139 +15%
B
1570
Brightworth
Georgia
$404K +$83.1K +1,911 +28%
VWA
1571
Visionary Wealth Advisors
Illinois
$403K -$2.78K -64 -0.7%
ALAM
1572
Asahi Life Asset Management
Japan
$403K +$20.9K +480 +6%
IRC
1573
Investors Research Corp
Georgia
$401K
RMCM
1574
Reynders McVeigh Capital Management
Massachusetts
$399K -$4.35K -100 -1%
LC
1575
Lindbrook Capital
California
$398K -$5.52K -127 -1%