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Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
651
Fayez Sarofim & Co
Texas
$295K +$44.6K +1,374 +19%
LOAMU
652
Lombard Odier Asset Management (USA)
New York
$291K +$279K +8,606 New
CI Investments Inc
653
CI Investments Inc
Ontario, Canada
$290K -$25.1K -773 -8%
BW
654
Bison Wealth
Georgia
$288K -$7.17K -221 -3%
WP
655
WealthPLAN Partners
Nebraska
$288K -$65 -2 -0%
Compagnie Lombard Odier SCmA
656
Compagnie Lombard Odier SCmA
Switzerland
$288K +$276K +8,500 New
First Horizon Advisors
657
First Horizon Advisors
Tennessee
$287K +$9.21K +284 +3%
I
658
INVST
Indiana
$281K -$3.57K -110 -1%
W
659
Wealthquest
Ohio
$281K +$270K +8,329 New
6M
660
6 Meridian
Kansas
$280K -$452K -13,930 -63%
First National Trust
661
First National Trust
Pennsylvania
$276K +$32.4K +1,000 +14%
Merriman Wealth Management
662
Merriman Wealth Management
Washington
$274K – – –
WWM
663
WJ Wealth Management
Arizona
$270K +$259K +8,000 New
PTC
664
Petrus Trust Company
Texas
$265K +$254K +7,826 New
Benjamin F. Edwards & Company
665
Benjamin F. Edwards & Company
Missouri
$263K -$274K -8,459 -52%
NFG
666
Next Financial Group
Texas
$262K +$172K +5,310 +219%
CIM
667
Contrarius Investment Management
Jersey
$257K -$313K -9,657 -56%
SFA
668
Souders Financial Advisors
Ohio
$257K -$2.43K -75 -1%
EI
669
Ellevest Inc
New York
$257K +$46.9K +1,445 +23%
IA
670
Icon Advisers
Colorado
$257K +$246K +7,600 New
FWP
671
FAS Wealth Partners
Kansas
$254K – – –
Evercore Wealth Management
672
Evercore Wealth Management
New York
$254K +$162 +5 +0.1%
Buckingham Strategic Wealth
673
Buckingham Strategic Wealth
Missouri
$252K -$19.6K -605 -8%
EARNEST Partners
674
EARNEST Partners
Georgia
$250K -$11.4K -352 -5%
IHT Wealth Management
675
IHT Wealth Management
Illinois
$247K -$181K -5,593 -43%