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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1401
Becker Capital Management
Oregon
$223K -$26K -357 -10%
AHC
1402
Adell Harriman & Carpenter
Texas
$223K -$7.27K -100 -3%
DWM
1403
Doyle Wealth Management
Florida
$222K -$10.4K -143 -4%
GAG
1404
GM Advisory Group
New York
$222K +$223K +3,068 New
BB
1405
Busey Bank
Illinois
$221K +$32.1K +441 +17%
TFS
1406
TrustCore Financial Services
Tennessee
$220K +$221K +3,038 New
NL
1407
NWAM LLC
Washington
$217K -$83.1K -1,143 -28%
RA
1408
RFG Advisory
Alabama
$217K -$19K -261 -9%
CCM
1409
Cullen Capital Management
New York
$217K +$217K +2,990 New
NP
1410
NS Partners
United Kingdom
$216K -$22.6K -311 -9%
WCM
1411
Windsor Capital Management
Arizona
$215K +$291 +4 +0.1%
RE
1412
RBC Europe
United Kingdom
$213K -$66.5K -915 -24%
AL
1413
Aspiriant LLC
California
$212K -$1.54M -21,197 -88%
AW
1414
Alpha Windward
Massachusetts
$211K -$475K -6,534 -69%
RWMH
1415
Riverpoint Wealth Management Holdings
Illinois
$211K -$11.4K -157 -5%
BWP
1416
Baldwin Wealth Partners
Massachusetts
$211K
TCA
1417
Teewinot Capital Advisers
New York
$211K
Treasurer of the State of North Carolina
1418
Treasurer of the State of North Carolina
North Carolina
$211K +$211K +2,907 New
FWCM
1419
Ferguson Wellman Capital Management
Oregon
$210K -$208K -2,858 -50%
NEPPG
1420
New England Professional Planning Group
Rhode Island
$210K +$202K +2,780 New
DA
1421
Doliver Advisors
Texas
$210K +$211K +2,896 New
CT
1422
CPF Texas
Texas
$210K +$211K +2,903 New
SIM
1423
SSI Investment Management
California
$209K -$364 -5 -0.2%
IWA
1424
Intercontinental Wealth Advisors
Texas
$209K
OPWM
1425
Oak Point Wealth Management
Michigan
$209K +$201K +2,760 New