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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
751
Sit Investment Associates
Minnesota
$215K +$196K +6,500 New
TIA
752
Tiemann Investment Advisors
California
$215K +$196K +6,500 New
AA
753
AlphaMark Advisors
Kentucky
$214K
BWG
754
Beta Wealth Group
California
$214K +$195K +6,470 New
ERWM
755
Elk River Wealth Management
Colorado
$214K +$196K +6,490 New
PI
756
Putnam Investments
Massachusetts
$214K +$196K +6,490 New
PFM
757
Patton Fund Management
Texas
$212K +$194K +6,430 New
SI
758
Stephens Inc
Arkansas
$211K +$193K +6,390 New
FRA
759
Frank Rimerman Advisors
California
$210K +$192K +6,360 New
SC
760
Savant Capital
Illinois
$209K +$191K +6,340 New
HI
761
Harbour Investments
Wisconsin
$207K +$188K +6,250 New
FWCM
762
Ferguson Wellman Capital Management
Oregon
$207K +$189K +6,280 New
CG
763
Caprock Group
Idaho
$205K -$104K -3,440 -36%
MAFM
764
Mid Atlantic Financial Management
Pennsylvania
$205K +$187K +6,210 New
UCFA
765
United Capital Financial Advisors
Texas
$203K +$185K +6,130 New
WAS
766
Winch Advisory Services
Wisconsin
$199K
CFA
767
Carroll Financial Associates
North Carolina
$192K +$110K +3,640 +168%
NIMI
768
Natixis Investment Managers International
France
$187K -$6.93K -230 -4%
FMT
769
First Mercantile Trust
Tennessee
$185K -$308K -10,230 -65%
TCOV
770
Trust Company of Vermont
Vermont
$184K -$21.4K -710 -11%
BBHC
771
Brown Brothers Harriman & Co
New York
$181K -$153M -5,073,350 -48%
IAIM
772
International Assets Investment Management
Florida
$171K
BAM
773
Bellevue Asset Management
Washington
$166K +$301 +10 +0.2%
AssetMark Inc
774
AssetMark Inc
California
$161K -$9.64K -320 -6%
VNA
775
Valley National Advisers
Pennsylvania
$159K +$106K +3,510 +268%