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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
1176
Kovitz Investment Group Partners
Illinois
$350K +$328K +2,482 New
DDC
1177
Daniel Devine & Co
Florida
$344K
CCP
1178
Corient Capital Partners
California
$343K -$28.6K -216 -8%
SBSB
1179
Sullivan, Bruyette, Speros & Blaney
Virginia
$343K
FIB
1180
First Interstate Bank
Montana
$342K +$103K +780 +47%
LMIM
1181
Lockheed Martin Investment Management
Maryland
$339K +$318K +2,400 New
TFO
1182
Tarbox Family Office
California
$337K +$4.5K +34 +1%
MBT
1183
Montecito Bank & Trust
California
$336K +$29.4K +222 +10%
IP
1184
Intellectus Partners
California
$335K -$10.6K -80 -3%
NQWM
1185
Northwest Quadrant Wealth Management
Oregon
$334K -$7.94K -60 -3%
NL
1186
NWAM LLC
Washington
$334K +$74K +559 +31%
CA
1187
Cetera Advisors
Colorado
$333K -$55.8K -422 -15%
TA
1188
Tiedemann Advisors
New York
$331K -$1.58M -11,913 -80%
CCA
1189
Conestoga Capital Advisors
Pennsylvania
$329K -$2.65K -20 -0.9%
HAG
1190
HighPoint Advisor Group
Illinois
$329K +$9.79K +74 +3%
IT
1191
Independence Trust
Tennessee
$326K -$22.9K -173 -7%
MWM
1192
Mission Wealth Management
California
$326K +$9.26K +70 +3%
TRCT
1193
Tower Research Capital (TRC)
New York
$323K +$45.3K +342 +18%
FIM
1194
Friedberg Investment Management
Texas
$322K -$1.06M -8,000 -78%
AJ
1195
Ashburton (Jersey)
Jersey
$322K +$8.34K +63 +3%
SGK
1196
Steigerwald Gordon & Koch
Virginia
$321K -$16.5K -125 -5%
AIS
1197
American Investment Services
Massachusetts
$321K +$529 +4 +0.2%
MFW
1198
Mosaic Family Wealth
Missouri
$321K +$45.1K +341 +18%
AW
1199
Alpha Windward
Massachusetts
$320K -$2.25K -17 -0.7%
STMM
1200
South Texas Money Management
Texas
$320K +$7.01K +53 +2%