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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
626
Valued Wealth Advisors
Utah
$543 – – –
BI
627
Binnacle Investments
Iowa
$543 +$597 +3 New
GA
628
GoalVest Advisory
New York
$543 +$597 +3 New
HFS
629
Hughes Financial Services
Virginia
$543 +$597 +3 New
B
630
Birchbrook
Maine
$427 – – –
CA
631
Continuum Advisory
Idaho
$362 – – –
CA
632
Crewe Advisors
Utah
$362 – – –
PWM
633
Parkworth Wealth Management
California
$362 – – –
TFM
634
TFC Financial Management
Massachusetts
$362 – – –
WW
635
Winnow Wealth
Texas
$362 – – –
BHWM
636
Bay Harbor Wealth Management
Maryland
$361 +$398 +2 New
A
637
AlphaQuest
New York
$181 +$199 +1 New
HHGA
638
Halbert Hargrove Global Advisors
California
$181 +$199 +1 New
HIA
639
HFM Investment Advisors
New Jersey
$181 +$199 +1 New
PWA
640
Principia Wealth Advisory
Texas
$174 – – –
Fundsmith LLP
641
Fundsmith LLP
United Kingdom
– -$75.9M -362,501 Closed
Capital World Investors
642
Capital World Investors
California
– -$41.9M -200,000 Closed
CVA
643
Ceredex Value Advisors
Florida
– -$27.9M -133,200 Closed
MCM
644
Moore Capital Management
New York
– -$12.9M -61,542 Closed
MAM
645
Montanaro Asset Management
United Kingdom
– -$9.42M -45,000 Closed
GCM
646
Graham Capital Management
Connecticut
– -$4.25M -20,300 Closed
FHB
647
First Hawaiian Bank
Hawaii
– -$2.51M -11,970 Closed
Man Group
648
Man Group
United Kingdom
– -$1.72M -8,223 Closed
LIP
649
Lighthouse Investment Partners
Florida
– -$1.36M -6,500 Closed
FCM
650
Fourpath Capital Management
Oklahoma
– -$1.33M -6,354 Closed