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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Boltwood Capital Management
California
$404K +$4.93K +70 +1%
DC
502
Davenport & Co
Virginia
$403K +$56.5K +802 +15%
ECM
503
Everence Capital Management
Indiana
$402K
EM
504
ELCO Management
New York
$399K
MGIA
505
Moneta Group Investment Advisors
Missouri
$397K -$4.58K -65 -1%
SIA
506
Schechter Investment Advisors
Michigan
$395K -$5.85K -83 -1%
BP
507
Ballentine Partners
Massachusetts
$383K +$16.6K +235 +4%
GI
508
GAMMA Investing
California
$383K +$31.9K +453 +9%
NB
509
NBT Bank
New York
$382K +$23.7K +336 +6%
CGA
510
Crescent Grove Advisors
Illinois
$380K
CWP
511
Concord Wealth Partners
Virginia
$379K +$11.1K +158 +3%
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$377K +$6.63K +94 +2%
Bessemer Group
513
Bessemer Group
New Jersey
$377K +$12.5K +177 +3%
CIBC World Market
514
CIBC World Market
Ontario, Canada
$373K -$648K -9,190 -62%
SAM
515
Sequent Asset Management
Texas
$373K
CGL
516
Clarius Group LLC
Washington
$365K -$12.4K -176 -3%
NW
517
NewEdge Wealth
Pennsylvania
$362K -$1.06K -15 -0.3%
SAM
518
Secure Asset Management
Michigan
$360K +$380K +5,397 New
TCOT
519
Trust Company of Toledo
Ohio
$357K +$106K +1,502 +39%
SPC
520
Sigma Planning Corp
Michigan
$355K -$30.8K -437 -8%
TH
521
TCTC Holdings
Texas
$353K
WT
522
Whittier Trust
California
$351K
AWM
523
Apollon Wealth Management
South Carolina
$351K +$176K +2,496 +90%
AFCM
524
Applied Finance Capital Management
Puerto Rico
$349K +$369K +5,230 New
CSPIA
525
Cary Street Partners Investment Advisory
Virginia
$349K +$369K +5,229 New