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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
476
United Capital Financial Advisors
Texas
$263K +$5.2K +26 +2%
MPPW
477
Mitchell & Pahl Private Wealth
Oklahoma
$261K +$70.8K +354 +33%
CCA
478
Checchi Capital Advisers
California
$260K +$26.8K +134 +12%
DWA
479
Douglass Winthrop Advisors
New York
$256K – – –
ZCA
480
Zeke Capital Advisors
Pennsylvania
$254K +$2.2K +11 +0.8%
QCG
481
Quadrant Capital Group
Ohio
$254K +$39K +195 +16%
TI
482
Tidal Investments
Wisconsin
$251K -$107K -536 -28%
TCBWMS
483
Texas Capital Bank Wealth Management Services
Texas
$250K -$2K -10 -0.7%
DDPIC
484
Deroy & Devereaux Private Investment Counsel
Michigan
$249K – – –
BA
485
Bridgewater Advisors
New York
$246K +$200 +1 +0.1%
NHC
486
Nicholas Hoffman & Company
Georgia
$240K – – –
AAM
487
Aureus Asset Management
Massachusetts
$238K – – –
MNBTD
488
Moody National Bank Trust Division
Texas
$232K +$254K +1,271 New
SFI
489
Siemens Fonds Invest
Germany
$231K – – –
NIMI
490
Natixis Investment Managers International
France
$228K -$158K -790 -39%
ECG
491
Edge Capital Group
Georgia
$226K +$8.01K +40 +3%
FMAEN1
492
Fund Management at Engine No 1
California
$226K +$40.4K +202 +20%
WDA
493
Wendell David Associates
New Hampshire
$219K – – –
CANY
494
Caxton Associates (New York)
New York
$218K +$239K +1,193 New
CFS
495
Cannon Financial Strategists
Georgia
$217K +$4.2K +21 +2%
MOS
496
MGO One Seven
Ohio
$215K +$235K +1,174 New
SPIA
497
Steward Partners Investment Advisory
New York
$210K -$23.4K -117 -9%
Northwestern Mutual Wealth Management
498
Northwestern Mutual Wealth Management
Wisconsin
$210K +$34.2K +171 +17%
GT
499
Greenleaf Trust
Michigan
$209K -$29.8K -149 -12%
CCIA
500
Cherry Creek Investment Advisors
Colorado
$209K +$600 +3 +0.3%