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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
751
Ashfield Capital Partners
California
$213K – – –
SWP
752
Stratos Wealth Partners
Ohio
$212K -$39.2K -1,680 -14%
CWS
753
Cypress Wealth Services
California
$212K -$2.75K -118 -1%
AWM
754
Alterna Wealth Management
Texas
$211K +$281K +12,058 New
CG
755
Colony Group
Massachusetts
$209K -$38.1K -1,635 -14%
CAPTRUST Financial Advisors
756
CAPTRUST Financial Advisors
North Carolina
$206K -$23.3K -1,000 -9%
PL
757
Perpetual Ltd
Australia
$206K – – –
CT
758
Cambridge Trust
Massachusetts
$202K -$2.68K -115 -1%
CGA
759
Crescent Grove Advisors
Illinois
$201K +$29.4K +1,259 +15%
ECM
760
Estabrook Capital Management
New York
$192K – – –
WB
761
Webster Bank
Connecticut
$188K – – –
FCB
762
First Command Bank
Texas
$185K -$215K -9,223 -50%
FCFS
763
First Command Financial Services
Texas
$185K -$215K -9,223 -50%
SCM
764
Silvant Capital Management
Georgia
$174K – – –
HCM
765
Highlander Capital Management
New Jersey
$173K – – –
WTC
766
WhitTier Trust Company
Nevada
$167K +$18.7K +800 +11%
OC
767
Oakworth Capital
Alabama
$165K – – –
FMLI
768
Fukoku Mutual Life Insurance
Japan
$162K – – –
MOS
769
MGO One Seven
Ohio
$159K +$183K +7,847 New
LFA
770
Legacy Financial Advisors
Kentucky
$153K +$60.4K +2,591 +53%
YWP
771
YorkBridge Wealth Partners
New York
$152K – – –
BAM
772
Bruderman Asset Management
New York
$152K +$161K +6,910 +1,337%
C
773
Cerebellum
California
$152K +$173K +7,407 New
AIM
774
Anchor Investment Management
South Carolina
$151K -$60.6K -2,600 -26%
HRC
775
Hoertkorn Richard Charles
$150K – – –