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Name Holding Trade Value Shares
Change
Change in
Stake
LRIC
726
Long Road Investment Counsel
Michigan
$256K
VAM
727
Visionary Asset Management
Texas
$256K +$249K +1,925 New
FP
728
FDO Partners
Massachusetts
$255K +$249K +1,924 New
SLF
729
Sun Life Financial
Ontario, Canada
$254K +$245K +1,895 +10,528%
CCP
730
Corient Capital Partners
California
$251K
HWM
731
Highwater Wealth Management
Colorado
$250K +$243K +1,882 New
CONA
732
Capital One National Association
New York
$246K +$5.68K +44 +2%
KP
733
Keel Point
Alabama
$246K +$20.9K +162 +10%
CBU
734
CIBC Bank USA
Illinois
$245K
MWM
735
Mission Wealth Management
California
$245K +$9.56K +74 +4%
CTC
736
Central Trust Company
Missouri
$245K +$26.5K +205 +13%
SXL
737
Summit X LLC
Missouri
$245K +$235K +1,821 New
PL
738
Plancorp LLC
Missouri
$243K
CC
739
Cipher Capital
New York
$243K +$236K +1,825 New
PWM
740
Perigon Wealth Management
California
$241K +$71.3K +552 +44%
SC
741
Savant Capital
Illinois
$239K -$39.8K -308 -15%
FA
742
FCG Advisors
New Jersey
$239K
JMFC
743
J.M. Forbes & Co
Massachusetts
$236K
PP
744
Prudential plc
United Kingdom
$233K
CAW
745
Cornerstone Advisors (Washington)
Washington
$232K
QCMC
746
Quantum Capital Management (California)
California
$229K -$15.4K -119 -6%
PAM
747
Peak Asset Management
Colorado
$229K
GXMC
748
Global X Management Company
New York
$229K +$73.4K +568 +49%
GIM
749
Groesbeck Investment Management
New Jersey
$228K -$64.6K -500 -23%
BWP
750
Baldwin Wealth Partners
Massachusetts
$228K -$58.1K -450 -21%