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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
726
Sage Mountain Advisors
Georgia
$234K +$270K +11,677 New
PP
727
Prudential plc
United Kingdom
$232K +$268K +11,575 New
VFA
728
Valeo Financial Advisors
Indiana
$232K +$267K +11,551 New
FM
729
Family Management
New York
$229K +$264K +11,393 New
MC
730
Machina Capital
France
$229K +$264K +11,388 New
AWM
731
Aberdeen Wealth Management
Illinois
$228K +$263K +11,367 New
SC
732
Savant Capital
Illinois
$225K +$259K +11,193 New
KOCAA
733
Knights of Columbus Asset Advisors
Connecticut
$224K +$258K +11,163 New
KFS
734
Kaizen Financial Strategies
California
$219K +$252K +10,900 New
MYIA
735
Mount Yale Investment Advisors
Colorado
$219K +$252K +10,889 New
UB
736
UMB Bank
Missouri
$219K +$252K +10,886 New
PWM
737
Perigon Wealth Management
California
$217K +$250K +10,809 New
IAIM
738
International Assets Investment Management
Florida
$215K -$106K -4,574 -30%
KWA
739
Kingswood Wealth Advisors
California
$215K +$248K +10,703 New
LCM
740
Landscape Capital Management
New Jersey
$214K +$247K +10,664 New
IAG
741
Investmark Advisory Group
Connecticut
$214K +$246K +10,637 New
RI
742
Ridgewood Investments
New Jersey
$213K +$246K +10,624 New
HIC
743
Harvey Investment Company
Kentucky
$213K +$245K +10,585 New
FFN
744
Focus Financial Network
Minnesota
$212K +$245K +10,579 New
EFS
745
Essex Financial Services
Connecticut
$212K +$244K +10,539 New
KWM
746
Kingsview Wealth Management
Oregon
$211K +$243K +10,518 New
NSEDCP
747
NJ State Employees Deferred Compensation Plan
New Jersey
$210K +$242K +10,450 New
RSVP
748
Ramsay Stattman Vela & Price
Colorado
$209K +$241K +10,392 New
PA
749
Parallel Advisors
California
$208K +$219K +9,464 +1,052%
KFGK
750
Keystone Financial Group (Kentucky)
Kentucky
$208K +$240K +10,357 New