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Name Holding Trade Value Shares
Change
Change in
Stake
AC
526
Apella Capital
Connecticut
$322K
RP
527
Rowlandmiller & Partners
Georgia
$322K
WJWM
528
Williams Jones Wealth Management
New York
$322K
GT
529
Greenleaf Trust
Michigan
$322K +$11.3K +25 +4%
FWIA
530
Fort Washington Investment Advisors
Ohio
$321K
SAM
531
Strategy Asset Managers
California
$312K +$900 +2 +0.3%
PWM
532
Perigon Wealth Management
California
$310K +$17.1K +38 +6%
TIAA Trust, National Association
533
TIAA Trust, National Association
North Carolina
$305K -$8.1K -18 -3%
SAM
534
Seelaus Asset Management
New Jersey
$305K
PFWA
535
Paces Ferry Wealth Advisors
Georgia
$305K -$450 -1 -0.2%
LWAM
536
Legacy Wealth Asset Management
Minnesota
$301K +$900 +2 +0.3%
DEA
537
DoubleLine ETF Adviser
Florida
$299K +$17.1K +38 +6%
PHIC
538
Pine Haven Investment Counsel
Massachusetts
$298K
Wolverine Trading
539
Wolverine Trading
Illinois
$298K +$281K +625 New
CCA
540
Checchi Capital Advisers
California
$296K
VCM
541
Versant Capital Management
Arizona
$296K
HTC
542
Haverford Trust Company
Pennsylvania
$295K -$5.4K -12 -2%
BSI
543
Bennett Selby Investments
Maine
$294K +$450 +1 +0.2%
MFAM
544
Motley Fool Asset Management
Virginia
$294K -$32.4K -72 -10%
CA
545
CoreCap Advisors
Michigan
$288K +$272K +605 New
GF
546
Gabelli Funds
New York
$286K
TWP
547
Tyche Wealth Partners
Texas
$285K +$269K +598 New
FAIM
548
Financial Advocates Investment Management
Washington
$274K +$259K +575 New
ANTB
549
AMG National Trust Bank
Colorado
$274K
MIM
550
Martin Investment Management
Florida
$274K