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Name Holding Trade Value Shares
Change
Change in
Stake
SMH
776
Sanders Morris Harris
Texas
$981K – – –
PL
777
Perpetual Ltd
Australia
$978K -$3.64K -70 -0.4%
EWS
778
Evergreen Wealth Solutions
Pennsylvania
$973K -$42.2K -810 -5%
AA
779
AlphaQ Advisors
Florida
$973K +$1.04K +20 +0.1%
CF
780
Copperwynd Financial
Arizona
$967K -$21.3K -410 -2%
HL
781
HeadInvest LLC
Maine
$966K +$520 +10 +0.1%
PFA
782
Pathway Financial Advisers
Indiana
$957K +$30.2K +580 +4%
Kovitz Investment Group Partners
783
Kovitz Investment Group Partners
Illinois
$953K -$115K -2,210 -12%
BHPW
784
Beverly Hills Private Wealth
California
$940K +$96.3K +1,850 +13%
TAM
785
Trust Asset Management
Texas
$939K – – –
DIP
786
Davis Investment Partners
North Carolina
$937K +$74.4K +1,430 +9%
GIA
787
Gladstone Institutional Advisory
Florida
$936K +$838K +16,100 New
FTWA
788
Fifth Third Wealth Advisors
Ohio
$928K +$66.1K +1,270 +9%
RTC
789
Riverview Trust Company
Washington
$923K -$99.9K -1,920 -11%
WFC
790
Western Financial Corp
California
$920K -$98.9K -1,900 -11%
CW
791
Connectus Wealth
Ohio
$915K +$57.3K +1,100 +8%
CSPIA
792
Cary Street Partners Investment Advisory
Virginia
$913K -$50K -960 -6%
First Manhattan
793
First Manhattan
New York
$909K -$25.5K -490 -3%
BCV
794
Banque Cantonale Vaudoise
Switzerland
$901K -$392K -7,540 -33%
GTAM
795
Global Trust Asset Management
Florida
$899K – – –
RIL
796
Rothschild Investment LLC
Illinois
$896K +$10.4K +200 +1%
LTL
797
Lowery Thomas LLC
California
$879K -$312K -6,000 -28%
FCI
798
Financial Counselors Inc
Kansas
$879K -$44.8K -860 -5%
YMRC
799
Yorktown Management & Research Company
Virginia
$872K – – –
PA
800
Perennial Advisors
New York
$870K -$520 -10 -0.1%