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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
826
Wealthspire Advisors (Maryland)
Maryland
$198K -$65.1K -1,741 -26%
KLWA
827
Kelly Lawrence W & Associates
California
$197K – – –
FMLI
828
Fukoku Mutual Life Insurance
Japan
$196K +$46.1K +1,234 +33%
GLI
829
Guardian Life Insurance
New York
$181K -$48.8K -1,305 -22%
MCM
830
MV Capital Management
Maryland
$180K +$18.8K +502 +12%
HIIFS
831
Harel Insurance Investments & Financial Services
Israel
$172K -$29.8K -796 -15%
SFFS
832
Stonehage Fleming Financial Services
Jersey
$170K +$86.4K +2,311 New
CBT
833
Central Bank & Trust
Kentucky
$169K -$33.9K -907 -17%
QCG
834
Quadrant Capital Group
Ohio
$163K -$3.55K -95 -2%
JWM
835
Jacobus Wealth Management
Wisconsin
$161K +$9.42K +252 +7%
AF
836
Arrow Financial
New York
$157K -$14.9K -399 -9%
SC
837
SRB Corp
Massachusetts
$156K +$28.9K +773 +24%
WA
838
WFG Advisors
Texas
$152K -$197K -5,278 -58%
VHAM
839
Van Hulzen Asset Management
California
$149K – – –
ST
840
Smithfield Trust
Pennsylvania
$143K -$141K -3,762 -51%
AW
841
Alpha Windward
Massachusetts
$141K +$2.62K +70 +2%
CFG
842
Citizens Financial Group
Rhode Island
$136K -$76.8K -2,054 -37%
FCCM
843
First City Capital Management
Georgia
$129K – – –
MCM
844
Manchester Capital Management
Vermont
$127K -$85.8K -2,294 -41%
CAM
845
ClariVest Asset Management
California
$123K +$117K +3,139 New
IPC
846
Independent Portfolio Consultants
Florida
$121K -$30K -802 -21%
SWA
847
Sutton Wealth Advisors
Florida
$119K +$113K +3,031 New
WIC
848
Woodmont Investment Counsel
Tennessee
$114K – – –
SAMC
849
Shinko Asset Management Company
Japan
$109K -$8.07K -216 -7%
CFA
850
Carroll Financial Associates
North Carolina
$95K -$2.5K -67 -3%