Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
801
J.W. Coons Advisors
Ohio
$860K +$115K +400 +14%
JCM
802
Jacobi Capital Management
Pennsylvania
$859K +$13.8K +48 +2%
CA
803
Cetera Advisors
Colorado
$854K -$8.04K -28 -0.9%
WSFS
804
Wilmington Savings Fund Society
Delaware
$854K +$2.3K +8 +0.3%
SFA
805
Sequoia Financial Advisors
Ohio
$849K -$61.8K -215 -6%
IF
806
Intrua Financial
Texas
$848K -$136K -473 -13%
RPC
807
Rossmore Private Capital
Connecticut
$840K +$27.3K +95 +3%
S
808
swisspartners
Liechtenstein
$838K -$269K -935 -23%
SIP
809
Scott Investment Partners
United Kingdom
$836K -$4.25M -14,800 -83%
TNB
810
Thomasville National Bank
Georgia
$835K -$4.31K -15 -0.5%
BO
811
BRR OpCo
Ohio
$828K +$882K +3,071 New
AWM
812
Axxcess Wealth Management
California
$827K +$862 +3 +0.1%
CFM
813
Coronation Fund Managers
South Africa
$826K – – –
9WM
814
9258 Wealth Management
Ohio
$815K -$4.59K -16 -0.5%
PCG
815
Prosperity Consulting Group
Maryland
$809K +$862K +3,000 New
SLWA
816
San Luis Wealth Advisors
California
$806K -$519K -1,808 -38%
TF
817
TIAA FSB
Florida
$804K -$471K -1,639 -35%
MWAM
818
Manhattan West Asset Management
California
$796K +$95.1K +331 +13%
CIA
819
Choate Investment Advisors
Massachusetts
$788K +$231K +804 +38%
DU
820
Delphia (USA)
Ontario, Canada
$783K +$511K +1,780 +158%
HW
821
Hancock Whitney
Mississippi
$780K -$24.1K -84 -3%
CS
822
Comerica Securities
Michigan
$777K -$116K -404 -12%
KCM
823
KLK Capital Management
California
$777K +$828K +2,884 New
BPCA
824
Bank Pictet & Cie (Asia)
Singapore
$772K -$30.7K -107 -4%
MIP
825
Marietta Investment Partners
Wisconsin
$771K -$7.18K -25 -1%