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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1251
Coastal Bridge Advisors
Connecticut
$611K +$12.3K +326 +2%
Klingman & Associates
1252
Klingman & Associates
New York
$609K -$226K -5,983 -27%
SCS Capital Management
1253
SCS Capital Management
Massachusetts
$608K +$103K +2,733 +20%
AP
1254
Appleton Partners
Massachusetts
$607K -$36.8K -975 -6%
MFA
1255
Mayflower Financial Advisors
Massachusetts
$607K -$52.1K -1,381 -8%
PSP
1256
Pacific Sage Partners
Washington
$605K -$12.6K -333 -2%
Perpetual Ltd
1257
Perpetual Ltd
Australia
$605K -$3.54M -93,736 -85%
Luther King Capital Management (LKCM)
1258
Luther King Capital Management (LKCM)
Texas
$605K -$4.38K -116 -0.7%
CA
1259
Crewe Advisors
Utah
$603K -$1.28K -34 -0.2%
TWM
1260
Tortuga Wealth Management
California
$602K +$616K +16,325 New
AWM
1261
Arista Wealth Management
Nevada
$601K +$615K +16,289 New
ECA
1262
Elevated Capital Advisors
Utah
$599K +$53.1K +1,406 +9%
APWM
1263
Argonautica Private Wealth Management
Massachusetts
$598K – – –
CCG
1264
Coastwise Capital Group
California
$595K -$35.6K -943 -6%
Farmers & Merchants Investments Inc
1265
Farmers & Merchants Investments Inc
Nebraska
$595K -$70K -1,855 -10%
Sax Wealth Advisors
1266
Sax Wealth Advisors
New Jersey
$595K +$161K +4,251 +36%
AWF
1267
Alpha Wealth Funds
Utah
$593K – – –
BTC
1268
Bank & Trust Company
Illinois
$591K – – –
OP
1269
Oslo Pensjonsforsikring
$591K – – –
FMTC
1270
Farmers & Merchants Trust Company
California
$587K – – –
BWP
1271
Balboa Wealth Partners
Arizona
$586K +$295K +7,814 +97%
EI
1272
Ellevest Inc
New York
$584K +$81.8K +2,167 +16%
Cary Street Partners
1273
Cary Street Partners
Virginia
$583K -$243K -6,445 -29%
WFI
1274
West Family Investments
California
$580K +$15.9K +421 +3%
GPWM
1275
Grant Private Wealth Management
California
$579K -$717 -19 -0.1%