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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Merriman Wealth Management
Washington
$257K
CPA
652
Court Place Advisors
Maryland
$254K -$31.8K -980 -11%
Fayez Sarofim & Co
653
Fayez Sarofim & Co
Texas
$254K
Rockefeller Capital Management
654
Rockefeller Capital Management
New York
$253K -$151K -4,646 -37%
AA
655
ALPS Advisors
Colorado
$252K -$5.25K -162 -2%
HAG
656
HighPoint Advisor Group
Illinois
$252K +$13.3K +411 +6%
GIM
657
Goelzer Investment Management
Indiana
$250K -$3.53M -108,866 -93%
CIM
658
Contravisory Investment Management
Massachusetts
$250K -$32.7K -1,009 -11%
KA
659
Kovack Advisors
Florida
$250K +$256K +7,883 New
BFEC
660
Benjamin F. Edwards & Company
Missouri
$248K -$4.86K -150 -2%
FWP
661
FAS Wealth Partners
Kansas
$248K
PA
662
Parallel Advisors
California
$245K -$175K -5,392 -41%
WANY
663
Wealthspire Advisors (New York)
New York
$244K +$249K +7,696 New
SGI
664
Summit Global Investments
Utah
$243K -$6.91M -213,028 -97%
CGL
665
Clarius Group LLC
Washington
$243K +$8.27K +255 +3%
IC
666
Intersect Capital
California
$243K +$248K +7,656 New
VAM
667
Verity Asset Management
North Carolina
$242K +$247K +7,631 New
EH
668
Equitable Holdings
New York
$241K +$31K +955 +14%
VDI
669
Vaughan David Investments
Illinois
$237K -$109K -3,360 -31%
SCM
670
Seascape Capital Management
New Hampshire
$237K +$242K +7,459 New
W
671
Wealthquest
Ohio
$235K -$8.72K -269 -4%
CW
672
CreativeOne Wealth
Kansas
$235K +$30.3K +935 +14%
GWM
673
Geneos Wealth Management
Colorado
$235K +$44K +1,359 +16%
PSP
674
Principal Street Partners
Tennessee
$232K +$19.8K +611 +9%
CA
675
Clearstead Advisors
Ohio
$231K +$20.6K +635 +10%