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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
551
Moneta Group Investment Advisors
Missouri
$379K -$14.4K -192 -3%
WIA
552
World Investment Advisors
California
$378K +$27.4K +366 +7%
BP
553
Ballentine Partners
Massachusetts
$377K -$42.9K -573 -10%
AFCM
554
Applied Finance Capital Management
Puerto Rico
$377K
HWM
555
HB Wealth Management
Georgia
$373K +$84.6K +1,130 +27%
OAM
556
Ostrum Asset Management
France
$373K -$95.6K -1,278 -19%
TH
557
TCTC Holdings
Texas
$369K
CCM
558
Cullen Capital Management
New York
$367K -$1.27K -17 -0.3%
WT
559
Whittier Trust
California
$366K
VSQM
560
V-Square Quantitative Management
Illinois
$365K -$29.6K -395 -7%
Jones Financial Companies
561
Jones Financial Companies
Missouri
$363K +$45.1K +602 +13%
GWCM
562
Godshalk Welsh Capital Management
Pennsylvania
$362K -$35.5K -475 -8%
CSI
563
Cross Staff Investments
New York
$362K
CAAS
564
Capital Asset Advisory Services
Michigan
$361K
SPC
565
Sigma Planning Corp
Michigan
$357K -$2.77K -37 -0.7%
AWA
566
Aaron Wealth Advisors
Illinois
$355K -$44.6K -596 -10%
VCM
567
Versant Capital Management
Arizona
$354K +$266K +3,553 +230%
HH
568
Hilltop Holdings
Texas
$353K +$159K +2,127 +72%
CWP
569
Concord Wealth Partners
Virginia
$350K -$46.5K -621 -11%
MA
570
MJP Associates
Connecticut
$348K +$67.1K +896 +22%
PWM
571
Partnership Wealth Management
Maryland
$348K
CI
572
Corient IA
Florida
$348K +$374K +5,000 New
KeyBank National Association
573
KeyBank National Association
Ohio
$347K +$61.7K +825 +20%
VCA
574
Verdence Capital Advisors
Maryland
$341K -$1.87K -25 -0.5%
CI
575
CX Institutional
Indiana
$337K +$26.1K +349 +8%