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Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
1626
Sullivan, Bruyette, Speros & Blaney
Virginia
$537K -$4.46K -15 -0.7%
WorldQuant Millennium Advisors
1627
WorldQuant Millennium Advisors
New York
$535K -$122K -411 -16%
MC
1628
Miles Capital
Iowa
$532K +$123K +413 +23%
Donaldson Capital Management
1629
Donaldson Capital Management
Indiana
$531K +$20.2K +68 +3%
FMTC
1630
Farmers & Merchants Trust Company
California
$529K -$36.6K -123 -5%
WAM
1631
Weatherly Asset Management
California
$529K +$40.1K +135 +7%
OPPTF
1632
OPSEU Pension Plan Trust Fund
Ontario, Canada
$529K +$682K +2,295 New
Welch Group
1633
Welch Group
Alabama
$527K +$143K +482 +28%
Focus Financial Network
1634
Focus Financial Network
Minnesota
$527K -$37.8K -127 -6%
DA
1635
Detalus Advisors
Missouri
$524K +$7.43K +25 +1%
IWS
1636
Insight Wealth Strategies
California
$523K -$1.26M -4,232 -66%
SWM
1637
SeaCrest Wealth Management
New York
$523K +$16.4K +55 +3%
SMC
1638
Smith, Moore & Co
Missouri
$523K +$22.6K +76 +4%
Crawford Investment Counsel
1639
Crawford Investment Counsel
Georgia
$520K -$26.8K -90 -4%
MWC
1640
MBM Wealth Consultants
Missouri
$517K -$73.4K -247 -10%
Plancorp LLC
1641
Plancorp LLC
Missouri
$515K -$28.2K -95 -4%
PCP
1642
Proficio Capital Partners
Massachusetts
$515K +$147K +496 +30%
CPA
1643
Court Place Advisors
Maryland
$514K – – –
BRC
1644
Bell Rock Capital
Delaware
$514K +$269K +905 +74%
RWA Wealth Partners
1645
RWA Wealth Partners
Massachusetts
$511K -$8.03K -27 -1%
QSS
1646
Quantitative Systematic Strategies
Florida
$510K -$3.32M -11,166 -84%
HPWM
1647
Highland Private Wealth Management
Washington
$510K -$26.5K -89 -4%
SC
1648
Sawyer & Company
Massachusetts
$510K +$620K +2,087 +8,027%
CTA
1649
Colonial Trust Advisors
South Carolina
$510K +$627K +2,110 New
APWM
1650
Atlas Private Wealth Management
New York
$508K +$21.1K +71 +3%