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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
876
Stonegate Investment Group
Alabama
$10.9M +$2.1M +3,862 +24%
LPT
877
Legacy Private Trust
Wisconsin
$10.9M -$848K -1,557 -7%
BWL
878
Bogart Wealth LLC
Virginia
$10.8M +$133K +245 +1%
HKAM
879
Horizon Kinetics Asset Management
New York
$10.8M +$185K +339 +2%
EWA
880
EP Wealth Advisors
California
$10.7M +$155K +285 +1%
BFG
881
Berger Financial Group
Minnesota
$10.7M -$128K -236 -1%
TPCW
882
TD Private Client Wealth
New York
$10.6M -$205K -376 -2%
RWM
883
Ritholtz Wealth Management
New York
$10.6M +$753K +1,383 +8%
JSP
884
Jackson Square Partners
California
$10.6M -$448K -823 -4%
RWM
885
RKL Wealth Management
Pennsylvania
$10.5M -$196K -360 -2%
CAC
886
Certified Advisory Corp
Florida
$10.5M -$230K -422 -2%
PIM
887
Plato Investment Management
Australia
$10.5M -$752K -1,382 -7%
WIM
888
WealthPlan Investment Management
Nebraska
$10.5M +$39.2K +72 +0.4%
RCM
889
Rockbridge Capital Management
Virginia
$10.5M +$77.8K +143 +0.8%
CI
890
CX Institutional
Indiana
$10.5M +$5.15M +9,460 +98%
BSI
891
Bennett Selby Investments
Maine
$10.5M +$191K +351 +2%
ECM
892
Everence Capital Management
Indiana
$10.4M -$283K -520 -3%
TCBWMS
893
Texas Capital Bank Wealth Management Services
Texas
$10.4M -$50.1K -92 -0.5%
CHC
894
City Holding Co
West Virginia
$10.4M -$165K -303 -2%
LOPW
895
Live Oak Private Wealth
North Carolina
$10.4M +$133K +244 +1%
CAM
896
Cypress Asset Management
Texas
$10.3M -$303K -557 -3%
USAA
897
United Services Automobile Association
Texas
$10.3M – – –
BCM
898
Brasada Capital Management
Texas
$10.3M -$238K -438 -2%
PIM
899
Progressive Investment Management
Oregon
$10.2M -$222K -408 -2%
BAM
900
Bell Asset Management
Australia
$10.2M -$189K -347 -2%