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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Gupta Wealth Management
California
$261K -$2.22K -23 -0.9%
BFM
502
Boston Financial Management
Massachusetts
$260K – – –
JMFC
503
J.M. Forbes & Co
Massachusetts
$260K – – –
IPC
504
Independent Portfolio Consultants
Florida
$254K +$115K +1,190 +95%
KA
505
Kovack Advisors
Florida
$253K – – –
CBN
506
Cadence Bank NA
Texas
$252K -$28.1K -291 -11%
NO
507
Ninety One
South Africa
$252K +$68.1K +705 +41%
GF
508
Gerstein Fisher
New York
$251K +$28.8K +298 +14%
QIM
509
Quest Investment Management
Oregon
$250K – – –
LOAMS
510
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K – – –
BWP
511
Baldwin Wealth Partners
Massachusetts
$242K +$224K +2,323 New
CTC
512
Central Trust Company
Missouri
$239K – – –
AT
513
Arden Trust
Delaware
$237K -$18.8K -195 -8%
Northwestern Mutual Wealth Management
514
Northwestern Mutual Wealth Management
Wisconsin
$237K +$8.69K +90 +4%
SBH
515
Segall Bryant & Hamill
Illinois
$231K – – –
CCM
516
Copeland Capital Management
Pennsylvania
$230K -$15M -155,207 -99%
MCM
517
MV Capital Management
Maryland
$230K -$47.3K -490 -18%
PP
518
Prudential plc
United Kingdom
$229K -$38.6K -400 -15%
IIC
519
Integrated Investment Consultants
Michigan
$225K – – –
DIA
520
Denver Investment Advisors
Colorado
$224K -$31.4K -325 -13%
Bessemer Group
521
Bessemer Group
New Jersey
$223K -$354K -3,666 -63%
RWA
522
Ropes Wealth Advisors
Massachusetts
$221K -$66.6K -690 -25%
Luther King Capital Management (LKCM)
523
Luther King Capital Management (LKCM)
Texas
$221K – – –
CG
524
Caprock Group
Idaho
$221K +$205K +2,121 New
CAN
525
Cetera Advisor Networks
California
$220K – – –