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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Scissortail Wealth Management
Oklahoma
$6.85M -$171K -425 -3%
GI
652
GLOBALT Investments
Georgia
$6.85M -$285K -707 -4%
CAG
653
Crestwood Advisors Group
Massachusetts
$6.85M +$296K +735 +5%
MGWM
654
Marks Group Wealth Management
Minnesota
$6.82M -$2.11M -5,240 -25%
MMA
655
Miracle Mile Advisors
California
$6.82M +$2.63M +6,531 +69%
WFMPM
656
Woodley Farra Manion Portfolio Management
Indiana
$6.8M +$129K +321 +2%
AWP
657
Ascent Wealth Partners
New York
$6.78M +$6.41M +15,907 New
CTC
658
Central Trust Company
Missouri
$6.77M +$336K +832 +6%
MAS
659
Meeder Advisory Services
Ohio
$6.66M -$53.6K -133 -0.8%
CG
660
Caprock Group
Idaho
$6.64M +$10.1K +25 +0.2%
RSC
661
Red Spruce Capital
Pennsylvania
$6.63M +$53.2K +132 +0.9%
ABTD
662
Arvest Bank Trust Division
Oklahoma
$6.61M -$37.9K -94 -0.6%
SAM
663
Synergy Asset Management
Washington
$6.58M +$2.42K +6 +0%
CCM
664
Compass Capital Management
Minnesota
$6.58M +$6.22M +15,431 New
CFCI
665
Comprehensive Financial Consultants Institutional
Indiana
$6.57M +$50.8K +126 +0.8%
BHWM
666
Bar Harbor Wealth Management
New Hampshire
$6.56M +$22.6K +56 +0.4%
PCA
667
Pallas Capital Advisors
Massachusetts
$6.53M -$34.3K -85 -0.6%
FIM
668
Fruth Investment Management
Texas
$6.52M -$32.3K -80 -0.5%
SA
669
Strategic Advisors
New York
$6.51M -$2.16M -5,358 -26%
LCS
670
Levin Capital Strategies
New York
$6.49M – – –
BDLIB
671
Banque de Luxembourg Investments (BLI)
Luxembourg
$6.49M -$3.57M -8,861 -36%
MSE
672
MUFG Securities EMEA
United Kingdom
$6.48M -$288K -714 -4%
AWM
673
Affinity Wealth Management
Delaware
$6.4M +$238K +589 +4%
Hudson Bay Capital Management
674
Hudson Bay Capital Management
Connecticut
$6.39M -$1.21M -3,000 -17%
BWM
675
BNC Wealth Management
Oregon
$6.34M +$112K +278 +2%