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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
751
Manchester Capital Management
Vermont
$327K – – –
PHAM
752
Palisades Hudson Asset Management
Florida
$327K – – –
GIP
753
Greatmark Investment Partners
Georgia
$325K – – –
LCM
754
Laurion Capital Management
New York
$324K +$290K +4,620 New
FMLI
755
Fukoku Mutual Life Insurance
Japan
$323K – – –
CIA
756
Capital Investment Advisors
Georgia
$319K +$3.83K +61 +1%
IWM
757
IHT Wealth Management
Illinois
$316K -$27.7K -442 -9%
SI
758
Stephens Inc
Arkansas
$313K -$1.44K -23 -0.5%
CG
759
Caprock Group
Idaho
$313K +$5.46K +87 +2%
RFC
760
Regions Financial Corp
Alabama
$313K +$280K +4,462 New
PG
761
Pendal Group
Australia
$313K +$280K +4,465 New
IA
762
Insight Advisors
Pennsylvania
$311K -$97.2K -1,550 -25%
Luther King Capital Management (LKCM)
763
Luther King Capital Management (LKCM)
Texas
$311K +$277K +4,425 New
BPB
764
Badgley, Phelps & Bell
Washington
$309K – – –
WR
765
WD Rutherford
Oregon
$309K +$13.5K +215 +5%
JIC
766
Johnson Investment Counsel
Ohio
$303K -$391K -6,242 -59%
IIC
767
Integrated Investment Consultants
Michigan
$300K +$268K +4,278 New
TFA
768
Tranquilli Financial Advisor
New Jersey
$298K -$3.83K -61 -1%
CCM
769
Coldstream Capital Management
Washington
$291K +$40.6K +648 +19%
KWM
770
Kingsview Wealth Management
Oregon
$290K +$9.47K +151 +4%
CG
771
Cutler Group
California
$288K -$1.28M -20,477 -83%
SP
772
Successful Portfolios
Florida
$286K +$1.25K +20 +0.5%
EH
773
Equitable Holdings
New York
$285K +$254K +4,058 New
RWA
774
River Wealth Advisors
Pennsylvania
$284K -$6.33K -101 -2%
GG
775
Gofen & Glossberg
Illinois
$284K – – –