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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
601
Brown Brothers Harriman & Co
New York
$366K – – –
AA
602
ALPS Advisors
Colorado
$360K -$1.82K -35 -0.5%
LAI
603
Legal Advantage Investments
California
$357K – – –
GWM
604
Geneos Wealth Management
Colorado
$356K +$71.7K +1,376 +26%
MAS
605
Meeder Advisory Services
Ohio
$352K +$116K +2,229 +52%
DMBA
606
Deseret Mutual Benefit Administrators
Utah
$351K -$5.53K -106 -2%
MA
607
Montag & Associates
Georgia
$350K – – –
SP
608
Symmetry Partners
Connecticut
$350K +$87.6K +1,680 +35%
CGL
609
Clarius Group LLC
Washington
$350K -$20.9K -400 -6%
BCM
610
Birmingham Capital Management
Alabama
$349K – – –
S
611
SignatureFD
Georgia
$348K +$20.9K +400 +7%
FFA
612
Farther Finance Advisors
California
$342K +$41.8K +801 +14%
IAIM
613
International Assets Investment Management
Florida
$342K -$155K -2,983 -32%
ALAM
614
Asahi Life Asset Management
Japan
$340K -$78.2K -1,500 -19%
TAM
615
Trust Asset Management
Texas
$339K – – –
TIAA Trust, National Association
616
TIAA Trust, National Association
North Carolina
$339K +$9.12K +175 +3%
GA
617
Geller Advisors
New York
$332K -$33.6K -645 -9%
LIM
618
Leavell Investment Management
Alabama
$331K +$4.74K +91 +1%
VFA
619
Valeo Financial Advisors
Indiana
$327K +$36.3K +697 +13%
ADMI
620
Albert D. Mason Inc
Massachusetts
$326K – – –
CWM
621
Congress Wealth Management
Massachusetts
$325K +$57.3K +1,100 +22%
GI
622
GAMMA Investing
California
$323K +$173K +3,327 +124%
MCA
623
Martin Capital Advisors
Texas
$323K – – –
CFGS
624
Concourse Financial Group Securities
Alabama
$322K -$20.1K -385 -6%
UB
625
UMB Bank
Missouri
$321K -$21.3K -409 -6%