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Name Holding Trade Value Shares
Change
Change in
Stake
CG
451
Caprock Group
Idaho
$751K -$388 -2 -0.1%
Vanguard Personalized Indexing Management
452
Vanguard Personalized Indexing Management
California
$747K +$76.3K +394 +11%
V
453
Veritable
Delaware
$746K -$581 -3 -0.1%
FNT
454
First National Trust
Pennsylvania
$742K -$3.29K -17 -0.4%
APWM
455
Atlas Private Wealth Management
New York
$742K +$35.3K +182 +5%
FLPIM
456
F.L. Putnam Investment Management
Massachusetts
$738K -$10.7K -55 -1%
Allianz Asset Management
457
Allianz Asset Management
Germany
$733K
BTWM
458
Baker Tilly Wealth Management
Wisconsin
$731K +$83.9K +433 +13%
HCM
459
Highlander Capital Management
New Jersey
$724K
9WM
460
9258 Wealth Management
Ohio
$723K -$14.5K -75 -2%
ECM
461
Evergreen Capital Management
Washington
$723K +$262K +1,354 +57%
PGFC
462
Peapack-Gladstone Financial Corp
New Jersey
$721K -$5.81K -30 -0.8%
AF
463
Affiance Financial
Minnesota
$715K
HI
464
Harbour Investments
Wisconsin
$711K +$13.2K +68 +2%
SFG
465
Sather Financial Group
Texas
$709K +$310K +1,600 +77%
MPPW
466
Mitchell & Pahl Private Wealth
Oklahoma
$708K +$11K +57 +2%
TYCC
467
Texas Yale Capital Corp
Florida
$707K
PA
468
Parallel Advisors
California
$706K +$10.9K +56 +2%
MGWM
469
Marks Group Wealth Management
Minnesota
$701K +$410K +2,115 +139%
WA1
470
Wimmer Associates 1
California
$693K -$15.9K -82 -2%
FG
471
Fiduciary Group
Georgia
$692K -$59.1K -305 -8%
Luther King Capital Management (LKCM)
472
Luther King Capital Management (LKCM)
Texas
$691K -$366K -1,889 -35%
WP
473
WealthSource Partners
California
$685K +$94.8K +489 +16%
SAM
474
Silvercrest Asset Management
New York
$678K +$11.6K +60 +2%
NA
475
NewEdge Advisors
Louisiana
$674K -$55.2K -285 -8%