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Name Holding Trade Value Shares
Change
Change in
Stake
XSC
801
X-Square Capital
Puerto Rico
$130K +$1.06K +106 +0.8%
NHC
802
Nicholas Hoffman & Company
Georgia
$129K +$139K +13,895 New
BCM
803
Bluefin Capital Management
New York
$128K -$94K -9,400 -41%
PMFA
804
Plante Moran Financial Advisors
Michigan
$128K +$85.1K +8,512 +159%
WTB
805
Washington Trust Bank
Washington
$127K -$35K -3,500 -20%
QPWM
806
Quadrant Private Wealth Management
Pennsylvania
$127K +$137K +13,707 New
WT
807
Washington Trust
Rhode Island
$126K -$20.3K -2,035 -13%
WT
808
Whittier Trust
California
$126K – – –
BSW
809
Buckingham Strategic Wealth
Missouri
$126K +$15.4K +1,544 +13%
TCOT
810
Trust Company of Toledo
Ohio
$125K -$7.77K -777 -5%
DT
811
Diversified Trust
Tennessee
$125K -$910 -91 -0.7%
PWAG
812
Polaris Wealth Advisory Group
California
$123K +$133K +13,304 New
RW
813
Rand Wealth
Maryland
$122K -$1.5K -150 -1%
AIP
814
Ahrens Investment Partners
Louisiana
$121K -$45K -4,500 -26%
AW
815
ACG Wealth
Georgia
$121K +$1.96K +196 +2%
SBSB
816
Sullivan, Bruyette, Speros & Blaney
Virginia
$121K +$3.04K +304 +2%
PP
817
Paloma Partners
Connecticut
$120K -$740K -74,025 -85%
CAG
818
Crestwood Advisors Group
Massachusetts
$119K -$15K -1,500 -10%
AAM
819
Autus Asset Management
Arizona
$119K -$1.1K -110 -0.8%
Luther King Capital Management (LKCM)
820
Luther King Capital Management (LKCM)
Texas
$118K – – –
PM
821
Penbrook Management
New York
$118K – – –
GC
822
Gilbert & Cook
Iowa
$118K +$710 +71 +0.6%
Fayez Sarofim & Co
823
Fayez Sarofim & Co
Texas
$117K – – –
FIA
824
Foundations Investment Advisors
Arizona
$117K +$2.1K +210 +2%
IIC
825
Integrated Investment Consultants
Michigan
$117K +$10K +1,000 +9%