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Name Holding Trade Value Shares
Change
Change in
Stake
Ballentine Partners
551
Ballentine Partners
Massachusetts
$1.03M +$48K +975 +6%
GLOBALT Investments
552
GLOBALT Investments
Georgia
$1.03M -$30K -609 -3%
CIC
553
Chase Investment Counsel
Virginia
$1.03M -$49.3K -1,000 -5%
Brown Brothers Harriman & Co
554
Brown Brothers Harriman & Co
New York
$1.01M +$54.8K +1,112 +7%
IEQ Capital
555
IEQ Capital
California
$989K +$57.8K +1,173 +7%
CBTWT
556
Community Bank & Trust (Waco, Texas)
Texas
$987K -$18.8K -381 -2%
CCM
557
Crew Capital Management
Ohio
$987K +$44.7K +908 +6%
GFPC
558
Global Financial Private Client
Florida
$975K +$9.65K +196 +1%
NA
559
Navellier & Associates
Nevada
$975K – – –
Everett Harris & Co
560
Everett Harris & Co
California
$971K – – –
Penserra Capital Management
561
Penserra Capital Management
California
$971K -$229K -4,641 -21%
TWD
562
True Wealth Design
Ohio
$962K -$10.1K -206 -1%
DWA
563
Delap Wealth Advisory
Oregon
$960K -$695K -14,114 -46%
OWA
564
Octavia Wealth Advisors
Ohio
$958K -$346K -7,030 -30%
SAM
565
Secure Asset Management
Michigan
$939K -$160K -3,252 -17%
JIP
566
Jaffetilchin Investment Partners
Florida
$935K -$23.8K -484 -3%
Prospera Financial Services
567
Prospera Financial Services
Texas
$932K +$20.3K +413 +3%
Williams Jones Wealth Management
568
Williams Jones Wealth Management
New York
$929K +$2.56K +52 +0.3%
AIA
569
Affinity Investment Advisors
California
$926K -$988K -20,067 -55%
Quadrant Capital Group
570
Quadrant Capital Group
Ohio
$915K +$50.9K +1,033 +7%
WAG
571
Windsor Advisory Group
Ohio
$914K – – –
WCM
572
Whitener Capital Management
North Carolina
$913K +$131K +2,670 +20%
NEOS Investment Management
573
NEOS Investment Management
Connecticut
$901K +$316K +6,422 +69%
Cullen/Frost Bankers
574
Cullen/Frost Bankers
Texas
$901K – – –
WBC
575
Westpac Banking Corp
Australia
$901K – – –