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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Causeway Capital Management
California
$613K -$1.23M -22,787 -67%
Allianz Asset Management
452
Allianz Asset Management
Germany
$607K +$596K +11,000 New
TBT
453
Texas Bank & Trust
Texas
$603K -$230K -4,244 -28%
PWM
454
Perigon Wealth Management
California
$598K -$66K -1,218 -10%
KWA
455
Kingswood Wealth Advisors
California
$597K +$61.5K +1,134 +12%
SCTC
456
Sanibel Captiva Trust Company
Florida
$597K -$89.8K -1,657 -13%
LWMNY
457
Landmark Wealth Management (New York)
New York
$593K +$582K +10,737 New
AC
458
AlphaCore Capital
California
$588K -$577K -10,646 -50%
DWT
459
Dorsey & Whitney Trust
South Dakota
$587K +$8.56K +158 +2%
BGC
460
Beutel, Goodman & Co
Ontario, Canada
$586K -$200K -3,690 -26%
GWP
461
Gateway Wealth Partners
Wisconsin
$580K +$348K +6,415 +157%
GI
462
GAMMA Investing
California
$579K +$42.9K +792 +8%
BWP
463
BSW Wealth Partners
Colorado
$577K -$33.2K -613 -6%
Luther King Capital Management (LKCM)
464
Luther King Capital Management (LKCM)
Texas
$576K -$571K -10,533 -50%
BA
465
Ballew Advisors
Mississippi
$570K -$217 -4 -0%
CW
466
Code Waechter
Florida
$569K -$104K -1,923 -16%
MNBTD
467
Moody National Bank Trust Division
Texas
$565K -$43.5K -802 -7%
SWP
468
Sagespring Wealth Partners
Tennessee
$553K -$54.3K -1,002 -9%
FHA
469
Flagship Harbor Advisors
Massachusetts
$549K +$4.23K +78 +0.8%
MHC
470
May Hill Capital
Massachusetts
$549K +$95.6K +1,764 +22%
PI
471
PFG Investments
New York
$548K +$25.5K +471 +5%
BMCM
472
Burns Matteson Capital Management
New York
$539K +$529K +9,758 New
CWM
473
Cornerstone Wealth Management
Missouri
$538K -$14K -258 -3%
VFA
474
Valeo Financial Advisors
Indiana
$531K -$288K -5,315 -36%
NSUP
475
NLB Skladi upravljanje premozenja
$530K -$1.08M -20,000 -68%