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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
501
Cozad Asset Management
Illinois
$782K -$381K -8,740 -36%
FTDI
502
First Trust Direct Indexing
Massachusetts
$780K -$22.4K -513 -3%
GBT
503
Grove Bank & Trust
Florida
$778K +$27.9K +641 +4%
FTWA
504
Fifth Third Wealth Advisors
Ohio
$777K +$99.9K +2,293 +18%
QCM
505
Qsemble Capital Management
New York
$777K +$666K +15,295 New
SFA
506
Sequoia Financial Advisors
Ohio
$776K +$56.1K +1,287 +9%
GRP
507
Global Retirement Partners
California
$772K -$19.4K -446 -3%
NC
508
Napatree Capital
Rhode Island
$771K -$29.1K -667 -4%
USAA
509
United Services Automobile Association
Texas
$764K -$103K -2,372 -14%
Teacher Retirement System of Texas
510
Teacher Retirement System of Texas
Texas
$761K +$653K +14,980 New
CA
511
CWC Advisors
Oregon
$760K +$652K +14,967 New
CMAI
512
Capital Management Associates Inc
Minnesota
$759K +$33.9K +779 +5%
SA
513
Strategic Advisors
New York
$753K -$149K -3,410 -19%
MIM
514
Montgomery Investment Management
Maryland
$751K
IWC
515
Integrated Wealth Concepts
Massachusetts
$737K -$98.2K -2,253 -13%
BCV
516
Banque Cantonale Vaudoise
Switzerland
$731K -$747K -17,132 -54%
EMPI
517
Elo Mutual Pension Insurance
Finland
$728K +$37.6K +862 +6%
BFWM
518
Bright Futures Wealth Management
New York
$725K -$154K -3,535 -22%
CWM
519
Circle Wealth Management
New Jersey
$724K -$54K -1,240 -8%
DC
520
Davenport & Co
Virginia
$717K -$55.2K -1,266 -8%
First Eagle Investment Management
521
First Eagle Investment Management
New York
$706K +$47.9K +1,100 +9%
CIA
522
Concurrent Investment Advisors
Florida
$700K -$132K -3,027 -18%
CCM
523
Coldstream Capital Management
Washington
$700K +$83.7K +1,920 +17%
PSP
524
Principal Street Partners
Tennessee
$700K
NP
525
NorthRock Partners
Minnesota
$698K +$130K +2,990 +28%