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Name Holding Trade Value Shares
Change
Change in
Stake
MSA
601
MUFG Securities Americas
New York
$949K +$63.5K +974 +6%
CG
602
Curat Global
New Hampshire
$948K -$19.6K -300 -8%
CIA
603
Choate Investment Advisors
Massachusetts
$947K -$8.61K -132 -0.8%
SCP
604
Stamos Capital Partners
California
$941K +$275K +4,213 +33%
SCM
605
Sterling Capital Management
North Carolina
$935K -$181K -2,781 -14%
WJWM
606
Williams Jones Wealth Management
New York
$933K +$16.6K +254 +2%
DIA
607
Dana Investment Advisors
Wisconsin
$931K -$3.8M -58,201 -78%
GIM
608
Goelzer Investment Management
Indiana
$924K -$62.3K -955 -5%
CCA
609
Cypress Capital Advisors
Tennessee
$923K -$57.5K -881 -5%
SF
610
Summit Financial
New Jersey
$917K +$122K +1,869 +13%
CFM
611
Catalyst Funds Management
Australia
$915K -$176K -2,700 -14%
VSQM
612
V-Square Quantitative Management
Illinois
$913K -$100K -1,538 -9%
Fisher Asset Management
613
Fisher Asset Management
Washington
$905K +$23.5K +360 +2%
Bessemer Group
614
Bessemer Group
New Jersey
$903K -$36.1K -553 -3%
CFB
615
Cullen/Frost Bankers
Texas
$901K -$20.9K -320 -2%
Lido Advisors
616
Lido Advisors
California
$896K +$93.4K +1,432 +10%
AWA
617
Arkadios Wealth Advisors
Georgia
$895K +$16.5K +253 +2%
CCM
618
Crew Capital Management
Ohio
$891K -$2.41K -37 -0.2%
SWM
619
Shelton Wealth Management
Texas
$890K +$329K +5,042 +46%
SAM
620
Securian Asset Management
Minnesota
$887K -$47K -721 -5%
BP
621
Ballentine Partners
Massachusetts
$885K +$88.5K +1,356 +9%
Vontobel Holding
622
Vontobel Holding
Switzerland
$880K +$180K +2,759 +21%
PCM
623
Parsons Capital Management
Rhode Island
$875K -$9.59K -147 -0.9%
RWP
624
RWA Wealth Partners
Massachusetts
$874K -$104K -1,587 -9%
WS
625
Wedbush Securities
California
$874K -$147K -2,250 -13%