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Name Holding Trade Value Shares
Change
Change in
Stake
DP
576
Dearborn Partners
Illinois
$207K +$193K +3,460 New
HI
577
Harbour Investments
Wisconsin
$206K +$192K +3,442 New
GVAG
578
Great Valley Advisor Group
Delaware
$204K +$190K +3,409 New
OWA
579
One Wealth Advisors
California
$201K +$188K +3,360 New
PCM
580
Parsons Capital Management
Rhode Island
$200K +$186K +3,335 New
BWM
581
BerganKDV Wealth Management
Minnesota
$199K
SFM
582
Systematic Financial Management
New Jersey
$193K +$1.4K +25 +0.8%
MC
583
Maverick Capital
Texas
$191K -$449K -8,046 -72%
IA
584
IFP Advisors
Florida
$181K -$44.6K -798 -21%
CI
585
CX Institutional
Indiana
$181K +$8.88K +159 +6%
RE
586
RBC Europe
United Kingdom
$180K -$55.8K -1,000 -25%
LS
587
Livforsakringsbolaget Skandia
Sweden
$174K
LJHT
588
Laurie J. Hall Trustee
$171K +$159K +2,850 New
HIA
589
Harbor Investment Advisory
Maryland
$170K
TCA
590
Tortoise Capital Advisors
Kansas
$161K -$35.7K -639 -19%
PB
591
Pinnacle Bancorp
Nebraska
$150K +$4.58K +82 +3%
BAM
592
Bellevue Asset Management
Washington
$142K -$46.4K -831 -26%
FC
593
FORA Capital
Florida
$133K +$124K +2,225 New
PCG
594
Private Capital Group
Connecticut
$132K -$291K -5,209 -70%
EI
595
Ellevest Inc
New York
$132K +$24.2K +434 +25%
BAM
596
Barrett Asset Management
New York
$132K +$123K +2,198 New
ICM
597
Islay Capital Management
Texas
$130K +$28.4K +508 +31%
FWM
598
Focused Wealth Management
New York
$127K
SWM
599
Spire Wealth Management
Virginia
$123K +$119K +2,127 New
SFO
600
Standard Family Office
South Dakota
$121K +$1.06K +19 +1%