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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
501
Private Wealth Partners
California
$306K +$317K +2,300 New
IA
502
IFP Advisors
Florida
$306K +$6.2K +45 +2%
1SB
503
1ST Source Bank
Indiana
$303K
GT
504
Greenleaf Trust
Michigan
$302K -$4.96K -36 -2%
SFI
505
Siemens Fonds Invest
Germany
$300K -$13.5K -98 -4%
GF
506
Gabelli Funds
New York
$300K -$6.88K -50 -2%
WMG
507
WESCAP Management Group
California
$298K
AFAS
508
Acorn Financial Advisory Services
Virginia
$298K -$33.2K -241 -10%
ACM
509
AKRE Capital Management
Virginia
$297K -$2.69M -19,542 -90%
LSAG
510
Lake Street Advisors Group
New Hampshire
$296K -$3.99K -29 -1%
KCM
511
KRS Capital Management
Michigan
$292K -$6.88K -50 -2%
NAS
512
Nicolet Advisory Services
Wisconsin
$291K -$98.7K -717 -24%
WW
513
Westshore Wealth
California
$289K -$2.48K -18 -0.8%
IPAM
514
ICICI Prudential Asset Management
India
$289K +$7.57K +55 +3%
CC
515
Corton Capital
Ontario, Canada
$288K +$298K +2,162 New
CI
516
Cigna Investments
Connecticut
$287K -$11.7K -85 -4%
ATC
517
Argent Trust Co
Tennessee
$285K +$295K +2,143 New
CIS
518
Capital International Sarl
California
$283K +$292K +2,123 New
EFM
519
E Fund Management
China
$280K -$7.3K -53 -2%
SDIC
520
South Dakota Investment Council
South Dakota
$279K
DWA
521
Douglass Winthrop Advisors
New York
$277K +$286K +2,077 New
AF
522
Allworth Financial
California
$272K +$21.6K +157 +8%
KTA
523
Keeley-Teton Advisors
Illinois
$271K
1W
524
1776 Wealth
Georgia
$270K
AIM
525
Aspen Investment Management
Michigan
$269K -$17.8K -129 -6%