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Name Holding Trade Value Shares
Change
Change in
Stake
GT
701
Glenview Trust
Kentucky
$633K +$176K +730 +36%
HWM
702
HB Wealth Management
Georgia
$630K +$128K +532 +24%
FMII
703
Farmers & Merchants Investments Inc
Nebraska
$629K
IAS
704
Investment Advisory Services
Texas
$629K -$11.8K -49 -2%
EHC
705
Everett Harris & Co
California
$628K
WT
706
Whittier Trust
California
$628K +$483 +2 +0.1%
CIM
707
CIM Investment Management
Pennsylvania
$620K -$612K -2,536 -48%
CF
708
Copperwynd Financial
Arizona
$619K -$11.3K -47 -2%
AIMCA
709
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$617K
BIAS
710
Beacon Investment Advisory Services
New Jersey
$617K
MS
711
Madden Securities
Texas
$611K -$12.1K -50 -2%
TPWM
712
Twelve Points Wealth Management
Massachusetts
$609K +$31.1K +129 +5%
CI Investments Inc
713
CI Investments Inc
Ontario, Canada
$609K +$19.6K +81 +3%
BA
714
Ballast Advisors
Minnesota
$607K +$435K +1,802 +210%
SCA
715
Snowden Capital Advisors
New York
$603K -$299K -1,239 -32%
UB
716
UMB Bank
Missouri
$599K +$5.79K +24 +0.9%
AI
717
Atom Investors
Texas
$596K +$55.1K +228 +10%
WA
718
Waverly Advisors
Alabama
$596K +$630K +2,610 New
MFG
719
MidWestOne Financial Group
Iowa
$594K
BFA
720
Beacon Financial Advisory
Ohio
$592K +$8.93K +37 +1%
TIAA Trust, National Association
721
TIAA Trust, National Association
North Carolina
$586K +$620K +2,567 New
CCA
722
Checchi Capital Advisers
California
$584K -$483 -2 -0.1%
TA
723
Tectonic Advisors
Texas
$578K +$45.6K +189 +8%
TAM
724
Tocqueville Asset Management
New York
$575K
BWAM
725
Boyd Watterson Asset Management
Ohio
$573K -$6.76K -28 -1%