Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
751
Lodestar Private Asset Management
California
$225K – – –
First Manhattan
752
First Manhattan
New York
$225K – – –
IIC
753
Integrated Investment Consultants
Michigan
$224K – – –
AAM
754
Auxier Asset Management
Oregon
$224K -$52.7K -256 -18%
MW
755
Marcum Wealth
Ohio
$223K +$233K +1,131 New
GRP
756
Global Retirement Partners
California
$223K +$32.1K +156 +16%
SIG
757
Stonegate Investment Group
Alabama
$222K +$232K +1,127 New
LJHT
758
Laurie J. Hall Trustee
$222K – – –
IWC
759
Integrated Wealth Concepts
Massachusetts
$218K +$1.44K +7 +0.6%
GWS
760
Glassman Wealth Services
Virginia
$218K +$2.67K +13 +1%
LNC
761
Lincoln National Corp
Pennsylvania
$218K +$206 +1 +0.1%
PFM
762
Parsec Financial Management
North Carolina
$217K +$1.24K +6 +0.5%
SCM
763
Stevens Capital Management
Pennsylvania
$216K +$225K +1,095 New
LPIC
764
LeJeune Puetz Investment Counsel
Michigan
$216K +$3.7K +18 +2%
HSA
765
HBK Sorce Advisory
Pennsylvania
$215K -$234K -1,138 -51%
TWP
766
Tempus Wealth Planning
California
$213K -$11.5K -56 -5%
SL
767
Summitry LLC
California
$212K -$21.4K -104 -9%
CS
768
Cannell & Spears
New York
$209K – – –
MNBTD
769
Moody National Bank Trust Division
Texas
$207K – – –
IMOV
770
Investment Management of Virginia
Virginia
$206K – – –
TWI
771
Thomas White International
Illinois
$206K – – –
SWM
772
Spire Wealth Management
Virginia
$205K -$45.7K -222 -18%
SW
773
SVB Wealth
Massachusetts
$204K -$44K -214 -17%
AWA
774
Arkadios Wealth Advisors
Georgia
$203K +$212K +1,030 New
STA
775
Summit Trail Advisors
New York
$201K +$210K +1,022 New