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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Scissortail Wealth Management
Oklahoma
$5.7M +$191K +620 +4%
MGP
602
Metis Global Partners
California
$5.7M -$326K -1,058 -6%
WC
603
Westerkirk Capital
$5.68M +$4.9M +15,900 New
SSWM
604
Smith Salley Wealth Management
North Carolina
$5.66M +$172K +559 +4%
MCB
605
Morton Community Bank
Illinois
$5.66M +$100K +325 +2%
CFCI
606
Comprehensive Financial Consultants Institutional
Indiana
$5.62M -$181K -589 -4%
IAN
607
Integrated Advisors Network
Texas
$5.59M +$3.04M +9,872 +171%
JGCM
608
Joseph Group Capital Management
Ohio
$5.57M -$680K -2,207 -12%
CTC
609
Central Trust Company
Missouri
$5.55M -$6.47K -21 -0.1%
WFMPM
610
Woodley Farra Manion Portfolio Management
Indiana
$5.55M -$152K -492 -3%
TCM
611
Twin Capital Management
Pennsylvania
$5.51M +$31.7K +103 +0.7%
CNFG
612
Creegan & Nassoura Financial Group
New Hampshire
$5.48M -$220K -715 -4%
BDLIB
613
Banque de Luxembourg Investments (BLI)
Luxembourg
$5.45M -$1.88M -6,100 -28%
CAG
614
Crestwood Advisors Group
Massachusetts
$5.41M +$26.8K +87 +0.6%
BHWM
615
Bar Harbor Wealth Management
New Hampshire
$5.41M -$6.16K -20 -0.1%
LCS
616
Levin Capital Strategies
New York
$5.41M -$934K -3,032 -17%
RSC
617
Red Spruce Capital
Pennsylvania
$5.4M -$32.3K -105 -0.7%
CGH
618
Crossmark Global Holdings
Texas
$5.4M -$113K -368 -2%
NEI
619
Northwest & Ethical Investments
Ontario, Canada
$5.36M
BIP
620
Bouvel Investment Partners
Pennsylvania
$5.35M +$98.2K +319 +2%
HCM
621
Howland Capital Management
Massachusetts
$5.35M -$124K -404 -3%
BDS
622
Banco de Sabadell
Florida
$5.34M +$6.78K +22 +0.1%
MAS
623
Meeder Advisory Services
Ohio
$5.33M +$143K +463 +3%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$5.33M +$4.6M +14,931 New
PIM
625
Plato Investment Management
Australia
$5.27M +$24K +78 +0.5%