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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1401
AUA Capital Management
Pennsylvania
$225K – – –
MCM
1402
McRae Capital Management
New Jersey
$225K – – –
BB
1403
Bell Bank
North Dakota
$225K +$1.16K +16 +0.5%
IUHSA
1404
Itau Unibanco Holding S.A.
Brazil
$225K +$226K +3,105 New
TCM
1405
Traynor Capital Management
Pennsylvania
$223K -$56.9K -783 -20%
BCM
1406
Becker Capital Management
Oregon
$223K -$26K -357 -10%
AHC
1407
Adell Harriman & Carpenter
Texas
$223K -$7.27K -100 -3%
DWM
1408
Doyle Wealth Management
Florida
$222K -$10.4K -143 -4%
GAG
1409
GM Advisory Group
New York
$222K +$223K +3,068 New
BB
1410
Busey Bank
Illinois
$221K +$32.1K +441 +17%
TFS
1411
TrustCore Financial Services
Tennessee
$220K +$221K +3,038 New
NL
1412
NWAM LLC
Washington
$217K -$83.1K -1,143 -28%
RA
1413
RFG Advisory
Alabama
$217K -$19K -261 -9%
CCM
1414
Cullen Capital Management
New York
$217K +$217K +2,990 New
NP
1415
NS Partners
United Kingdom
$216K -$22.6K -311 -9%
WCM
1416
Windsor Capital Management
Arizona
$215K +$291 +4 +0.1%
RE
1417
RBC Europe
United Kingdom
$213K -$66.5K -915 -24%
AL
1418
Aspiriant LLC
California
$212K -$1.54M -21,197 -88%
AW
1419
Alpha Windward
Massachusetts
$211K -$475K -6,534 -69%
RWMH
1420
Riverpoint Wealth Management Holdings
Illinois
$211K -$11.4K -157 -5%
BWP
1421
Baldwin Wealth Partners
Massachusetts
$211K – – –
TCA
1422
Teewinot Capital Advisers
New York
$211K – – –
Treasurer of the State of North Carolina
1423
Treasurer of the State of North Carolina
North Carolina
$211K +$211K +2,907 New
FWCM
1424
Ferguson Wellman Capital Management
Oregon
$210K -$208K -2,858 -50%
NEPPG
1425
New England Professional Planning Group
Rhode Island
$210K +$202K +2,780 New