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Name Holding Trade Value Shares
Change
Change in
Stake
NC
1701
NinePointTwo Capital
California
$864K +$63.5K +182 +8%
Clifford Swan Investment Counsel
1702
Clifford Swan Investment Counsel
California
$863K – – –
MGAM
1703
McGowan Group Asset Management
Texas
$863K +$6.63K +19 +0.8%
Winton Group
1704
Winton Group
United Kingdom
$861K +$15.7K +45 +2%
CFA
1705
Carroll Financial Associates
North Carolina
$861K +$141K +404 +20%
Great Valley Advisor Group
1706
Great Valley Advisor Group
Delaware
$858K -$169K -483 -17%
FIB
1707
First Interstate Bancsystem
Montana
$852K +$835K +2,392 New
PTC
1708
Provident Trust Company
Wisconsin
$851K – – –
CCM
1709
Cribstone Capital Management
Maine
$851K +$29K +83 +4%
BIA
1710
Bigelow Investment Advisors
Maine
$847K -$5.23K -15 -0.6%
Summit Trail Advisors
1711
Summit Trail Advisors
New York
$843K -$17.8K -51 -2%
LIM
1712
Lagoda Investment Management
New York
$842K +$94.2K +270 +13%
CFA
1713
CWS Financial Advisors
Michigan
$840K -$25.8K -74 -3%
BWA
1714
Beam Wealth Advisors
Louisiana
$836K -$3.14K -9 -0.4%
LC
1715
Lindbrook Capital
California
$836K +$37.3K +107 +5%
IA
1716
Insight Advisors
Pennsylvania
$834K +$189K +541 +33%
WA
1717
WESPAC Advisors
California
$833K -$184K -527 -18%
NQWM
1718
Northwest Quadrant Wealth Management
Oregon
$833K +$8.03K +23 +1%
GWSG
1719
GPS Wealth Strategies Group
Colorado
$830K -$40.5K -116 -5%
Voloridge Investment Management
1720
Voloridge Investment Management
Florida
$827K -$43.2M -123,795 -98%
OPPTF
1721
OPSEU Pension Plan Trust Fund
Ontario, Canada
$826K +$28.3K +81 +4%
KWM
1722
Keebeck Wealth Management
Illinois
$825K +$76.1K +218 +10%
CB
1723
Cadence Bank
Mississippi
$824K +$79.5K +228 +11%
LWAM
1724
Legacy Wealth Asset Management
Minnesota
$821K +$5.93K +17 +0.7%
WAM
1725
Werlinich Asset Management
Connecticut
$821K +$804K +2,305 New