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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
426
HB Wealth Management
Georgia
$472K +$23K +603 +5%
IA
427
IFP Advisors
Florida
$471K +$18.3K +480 +4%
EM
428
Excalibur Management
Massachusetts
$471K -$4.66K -122 -1%
QI
429
Qtron Investments
Massachusetts
$462K – – –
HP
430
Holowesko Partners
Bahamas
$461K – – –
JF
431
Jump Financial
Illinois
$461K +$458K +11,997 New
BCM
432
Boltwood Capital Management
California
$461K +$191 +5 +0%
Ohio Public Employees Retirement System (OPERS)
433
Ohio Public Employees Retirement System (OPERS)
Ohio
$458K – – –
MFF
434
Michels Family Financial
Texas
$455K +$10.9K +284 +2%
FA
435
Fiduciary Alliance
South Carolina
$455K +$15.6K +407 +4%
KMWM
436
Keudell/Morrison Wealth Management
Oregon
$454K +$451K +11,813 New
NWMG
437
National Wealth Management Group
Ohio
$453K +$43.8K +1,146 +11%
BFS
438
Beacon Financial Strategies
North Carolina
$449K – – –
FIA
439
Foundations Investment Advisors
Arizona
$448K +$38.7K +1,014 +10%
Vontobel Holding
440
Vontobel Holding
Switzerland
$447K -$18K -470 -4%
SCA
441
Snowden Capital Advisors
New York
$445K +$225K +5,895 +106%
CWS
442
Cypress Wealth Services
California
$445K +$5.54K +145 +1%
TWM
443
Tripletail Wealth Management
Florida
$444K +$449K +11,742 New
MNBTD
444
Moody National Bank Trust Division
Texas
$443K +$17.6K +461 +4%
GIA
445
Gladstone Institutional Advisory
Florida
$442K +$841 +22 +0.2%
PFPT
446
Pinnacle Financial Partners (Tennessee)
Tennessee
$439K +$19.4K +509 +5%
BNP Paribas Financial Markets
447
BNP Paribas Financial Markets
France
$438K -$330K -8,630 -43%
DWT
448
Dorsey & Whitney Trust
South Dakota
$437K +$12.4K +325 +3%
MEAC
449
M.E. Allison & Co
Texas
$433K +$18.5K +484 +4%
FHA
450
Flagship Harbor Advisors
Massachusetts
$432K +$27.9K +731 +7%