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Name Holding Trade Value Shares
Change
Change in
Stake
WT
551
Whittier Trust
California
$1.11M -$93.4K -1,308 -8%
WS
552
Wedbush Securities
California
$1.11M -$164K -2,299 -13%
AIA
553
Affinity Investment Advisors
California
$1.08M – – –
AP
554
Americana Partners
Texas
$1.08M +$3.43K +48 +0.3%
AEPWM
555
Atlantic Edge Private Wealth Management
Florida
$1.08M +$20.3K +285 +2%
Brown Advisory
556
Brown Advisory
Maryland
$1.07M +$14.5K +203 +1%
TMAM
557
Tokio Marine Asset Management
Japan
$1.06M – – –
LAM
558
LECAP Asset Management
United Kingdom
$1.05M +$544K +7,616 +103%
MYIA
559
Mount Yale Investment Advisors
Colorado
$1.05M +$234K +3,284 +28%
GFA
560
Gifford Fong Associates
California
$1.05M – – –
PWP
561
Precedent Wealth Partners
Texas
$1.05M +$61.1K +856 +6%
SAM
562
Silvercrest Asset Management
New York
$1.04M – – –
BRWA
563
B. Riley Wealth Advisors
Florida
$1.03M -$234K -3,274 -18%
DT
564
Diversified Trust
Tennessee
$1.03M +$130K +1,814 +14%
RCA
565
Ranch Capital Advisors
Florida
$1.02M +$9.64K +135 +0.9%
LFAS
566
Level Four Advisory Services
Texas
$1.02M -$314K -4,397 -23%
BPA
567
Beacon Pointe Advisors
California
$1.01M -$260K -3,641 -20%
MNBTD
568
Moody National Bank Trust Division
Texas
$1.01M -$38.7K -542 -4%
SI
569
Symmetry Investments
Jersey
$1.01M +$1.02M +14,349 New
TA
570
Tectonic Advisors
Texas
$989K +$77.2K +1,081 +8%
SACTSONJ
571
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$983K – – –
TA
572
TCM Advisors
West Virginia
$983K – – –
JCM
573
Jacobi Capital Management
Pennsylvania
$975K +$26.1K +365 +3%
AWA
574
Arete Wealth Advisors
Illinois
$972K -$54K -757 -5%
BC
575
Barrett & Company
Rhode Island
$967K +$3.28K +46 +0.3%