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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Ritholtz Wealth Management
New York
$821K -$74.9K -1,406 -7%
CW
527
CreativeOne Wealth
Kansas
$815K -$63.6K -1,194 -6%
SIA
528
Strategic Investment Advisors
Michigan
$810K -$57.5K -1,078 -6%
HI
529
Horizon Investments
North Carolina
$805K -$97.2K -1,823 -10%
EHC
530
Everett Harris & Co
California
$805K – – –
HT
531
HAP Trading
New York
$799K -$293K -5,503 -25%
MOS
532
MGO One Seven
Ohio
$797K -$267K -5,013 -23%
SC
533
Savant Capital
Illinois
$797K +$35.9K +673 +4%
CA
534
Cetera Advisors
Colorado
$790K +$38.7K +727 +5%
PAG
535
Private Advisory Group
Washington
$788K +$615K +11,545 +226%
BBHC
536
Brown Brothers Harriman & Co
New York
$782K -$62.2K -1,167 -7%
WJWM
537
Williams Jones Wealth Management
New York
$779K +$877K +16,453 New
I
538
INVST
Indiana
$778K -$74.9K -1,406 -8%
OWA
539
Octavia Wealth Advisors
Ohio
$778K +$90.2K +1,692 +11%
TNBTD
540
Trustmark National Bank Trust Department
Mississippi
$768K -$51.5K -967 -6%
William Blair & Company
541
William Blair & Company
Illinois
$765K +$79.7K +1,495 +10%
FRM
542
Fox Run Management
Connecticut
$763K +$860K +16,130 New
OTPPB
543
Ontario Teachers' Pension Plan Board
Ontario, Canada
$758K +$152K +2,853 +22%
FIM
544
Freedom Investment Management
Connecticut
$753K +$571K +10,706 +206%
BJL
545
Brighton Jones LLC
Washington
$742K -$1.86K -35 -0.2%
RFC
546
Regions Financial Corp
Alabama
$739K -$5.17K -97 -0.6%
WFC
547
Western Financial Corp
California
$735K -$15.7K -295 -2%
PI
548
Pettee Investors
Connecticut
$734K – – –
CAGAS
549
Capital Advisory Group Advisory Services
Minnesota
$732K -$7.2K -135 -1%
CCM
550
Crew Capital Management
Ohio
$730K – – –