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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
926
Philadelphia Trust Company
Pennsylvania
$506K
CFA
927
Capstone Financial Advisors
Illinois
$505K -$2.32K -14 -0.5%
CAM
928
Cozad Asset Management
Illinois
$503K +$6.13K +37 +1%
JSC
929
Jackson Square Capital
California
$503K +$73.7K +445 +18%
GAM
930
Gemmer Asset Management
California
$501K
PK
931
Pflug Koory
Nebraska
$498K -$8.29K -50 -2%
WI
932
Wintrust Investments
Illinois
$498K +$478K +2,882 New
FFS
933
Founders Financial Securities
Maryland
$493K -$11.4K -69 -2%
PPP
934
Private Portfolio Partners
New Jersey
$493K +$11.1K +67 +2%
BFS
935
Bradley Foster & Sargent
Connecticut
$492K +$71.4K +431 +18%
BFM
936
Boston Financial Management
Massachusetts
$489K +$497 +3 +0.1%
HFBOT
937
Home Federal Bank of Tennessee
Tennessee
$487K
HBT
938
Hills Bank & Trust
Iowa
$484K +$29.7K +179 +7%
AIM
939
Alhambra Investment Management
Florida
$483K
WI
940
Wedgewood Investors
Pennsylvania
$482K +$3.15K +19 +0.7%
T
941
TCWP
Ohio
$482K +$463K +2,792 New
BP
942
Ballentine Partners
Massachusetts
$480K +$47.2K +285 +11%
TPA
943
Trivium Point Advisory
Connecticut
$472K +$452K +2,730 New
EN1L
944
Engine No 1 LLC
California
$471K +$95K +573 +27%
ACS
945
Archford Capital Strategies
Illinois
$467K +$5.47K +33 +1%
DWM
946
Doyle Wealth Management
Florida
$467K +$5.63K +34 +1%
BWL
947
Bogart Wealth LLC
Virginia
$463K
CC
948
Centiva Capital
New York
$462K +$112K +678 +34%
RCM
949
RB Capital Management
Nevada
$461K +$16.1K +97 +4%
RCAG
950
Rehmann Capital Advisory Group
Michigan
$460K -$3.81K -23 -0.9%