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Name Holding Trade Value Shares
Change
Change in
Stake
TA
726
TFG Advisers
Michigan
$891K +$92.6K +1,930 +11%
SC
727
Savant Capital
Illinois
$883K +$100K +2,090 +12%
WT
728
Whittier Trust
California
$881K +$11.5K +240 +1%
SFS
729
Stiles Financial Services
Minnesota
$877K -$41.7K -870 -4%
TCOT
730
Trust Company of Toledo
Ohio
$874K +$22.5K +470 +3%
CA
731
Cornerstone Advisors
North Carolina
$871K -$144K -3,000 -14%
MFG
732
Monte Financial Group
Connecticut
$866K -$3.84K -80 -0.4%
QI
733
Qtron Investments
Massachusetts
$864K -$364K -7,600 -29%
Kovitz Investment Group Partners
734
Kovitz Investment Group Partners
Illinois
$854K -$53.7K -1,120 -6%
UCFA
735
United Capital Financial Advisors
Texas
$850K +$83K +1,730 +10%
JIC
736
Johnson Investment Counsel
Ohio
$849K +$50.4K +1,050 +6%
AWA
737
Alta Wealth Advisors
Massachusetts
$849K -$14.4K -300 -2%
CCG
738
Cypress Capital Group
Florida
$841K
MWM
739
MorganRosel Wealth Management
Colorado
$840K +$878K +18,310 New
GC
740
Grimes & Company
Massachusetts
$839K +$48.9K +1,020 +6%
CGFA
741
Colton Groome Financial Advisors
North Carolina
$832K +$870K +18,150 New
MYAM
742
Meiji Yasuda Asset Management
Japan
$827K +$71.9K +1,500 +9%
NP
743
NorthRock Partners
Minnesota
$819K +$244K +5,080 +40%
CCA
744
Checchi Capital Advisers
California
$818K -$33.6K -700 -4%
CAM
745
Cypress Asset Management
Texas
$817K
RTC
746
Riverview Trust Company
Washington
$816K
WFC
747
Western Financial Corp
California
$813K -$44.1K -920 -5%
Point72 Asset Management
748
Point72 Asset Management
Connecticut
$810K +$500K +10,420 +144%
SMH
749
Sanders Morris Harris
Texas
$807K
EWS
750
Evergreen Wealth Solutions
Pennsylvania
$805K -$53.2K -1,110 -6%