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Name Holding Trade Value Shares
Change
Change in
Stake
RIL
601
Rothschild Investment LLC
Illinois
$449K – – –
SF
602
Synovus Financial
Georgia
$447K -$160K -3,802 -25%
UCFA
603
United Capital Financial Advisors
Texas
$447K +$464K +11,053 New
SW
604
SteelPeak Wealth
California
$444K -$328K -7,812 -42%
GIM
605
Groesbeck Investment Management
New Jersey
$442K -$160K -3,820 -26%
BMCM
606
Burns Matteson Capital Management
New York
$440K +$85.1K +2,028 +23%
BP
607
Ballentine Partners
Massachusetts
$439K +$7.89K +188 +2%
NSIM
608
North Star Investment Management
Illinois
$438K +$2.02K +48 +0.4%
CI
609
CX Institutional
Indiana
$437K -$1.73M -41,253 -79%
BL
610
Balentine LLC
Georgia
$429K +$445K +10,603 New
HTC
611
Haverford Trust Company
Pennsylvania
$428K -$10.7K -255 -2%
HAG
612
HighPoint Advisor Group
Illinois
$426K +$117K +2,778 +36%
RIM
613
Regent Investment Management
Kentucky
$425K – – –
CAG
614
Csenge Advisory Group
Florida
$423K +$70.6K +1,681 +18%
LNC
615
Lincoln National Corp
Pennsylvania
$421K -$328K -7,824 -43%
B
616
Bellecapital
Switzerland
$421K +$437K +10,419 New
HSA
617
Hussman Strategic Advisors
Maryland
$420K -$3.47M -82,600 -89%
BP
618
BBR Partners
New York
$419K +$1.97K +47 +0.5%
PSP
619
Principal Street Partners
Tennessee
$418K +$15.6K +371 +4%
RPWA
620
Regent Peak Wealth Advisors
Georgia
$417K +$1.76K +42 +0.4%
MYLI
621
Meiji Yasuda Life Insurance
Japan
$414K – – –
LRPA
622
L. Roy Papp & Associates
Arizona
$411K – – –
ALAM
623
Asahi Life Asset Management
Japan
$411K +$178K +4,240 +72%
Bank Julius Baer & Co
624
Bank Julius Baer & Co
Switzerland
$406K -$2.6K -62 -0.6%
FAIM
625
Financial Advocates Investment Management
Washington
$404K -$34K -810 -8%