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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
551
Brown Brothers Harriman & Co
New York
$1.01M +$54.8K +1,112 +7%
IC
552
IEQ Capital
California
$989K +$57.8K +1,173 +7%
CBTWT
553
Community Bank & Trust (Waco, Texas)
Texas
$987K -$18.8K -381 -2%
CCM
554
Crew Capital Management
Ohio
$987K +$44.7K +908 +6%
GFPC
555
Global Financial Private Client
Florida
$975K +$9.65K +196 +1%
NA
556
Navellier & Associates
Nevada
$975K
EHC
557
Everett Harris & Co
California
$971K
PCM
558
Penserra Capital Management
California
$971K -$229K -4,641 -21%
TWD
559
True Wealth Design
Ohio
$962K -$10.1K -206 -1%
DWA
560
Delap Wealth Advisory
Oregon
$960K -$695K -14,114 -46%
OWA
561
Octavia Wealth Advisors
Ohio
$958K -$346K -7,030 -30%
SAM
562
Secure Asset Management
Michigan
$939K -$160K -3,252 -17%
JIP
563
Jaffetilchin Investment Partners
Florida
$935K -$23.8K -484 -3%
PFS
564
Prospera Financial Services
Texas
$932K +$20.3K +413 +3%
WJWM
565
Williams Jones Wealth Management
New York
$929K +$2.56K +52 +0.3%
AIA
566
Affinity Investment Advisors
California
$926K -$988K -20,067 -55%
QCG
567
Quadrant Capital Group
Ohio
$915K +$50.9K +1,033 +7%
WAG
568
Windsor Advisory Group
Ohio
$914K
WCM
569
Whitener Capital Management
North Carolina
$913K +$131K +2,670 +20%
NIM
570
NEOS Investment Management
Connecticut
$901K +$316K +6,422 +69%
CFB
571
Cullen/Frost Bankers
Texas
$901K
WBC
572
Westpac Banking Corp
Australia
$901K
CPC
573
Cookson Peirce & Co
Pennsylvania
$899K +$775K +15,742 New
VRM
574
Vectors Research Management
New York
$893K -$51.4K -1,044 -6%
PWP
575
Precedent Wealth Partners
Texas
$892K +$372K +7,559 +94%