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Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1301
Balasa Dinverno & Foltz
$537K +$5.05K +35 +1%
SFM
1302
Signature Financial Management
Virginia
$536K -$21.6K -150 -4%
BO
1303
Bank OZK
Arkansas
$536K -$3.46K -24 -0.7%
AWCI
1304
Alpine Woods Capital Investors
New York
$536K – – –
SDJVC
1305
St. Denis J. Villere & Co
Louisiana
$535K – – –
SFA
1306
Sequoia Financial Advisors
Ohio
$532K +$242K +1,679 +89%
LA
1307
LVW Advisors
New York
$531K +$1.88K +13 +0.4%
MFBTD
1308
MB Financial Bank - Trust Department
Illinois
$531K +$17.2K +119 +3%
ECM
1309
Exchange Capital Management
Michigan
$531K +$80.2K +556 +19%
SCM
1310
SOL Capital Management
Maryland
$530K -$32.8K -227 -6%
FCB
1311
First Command Bank
Texas
$522K +$505K +3,497 New
FCFS
1312
First Command Financial Services
Texas
$522K +$505K +3,497 New
BWAM
1313
Boyd Watterson Asset Management
Ohio
$517K -$11.3K -78 -2%
IWA
1314
Inspirion Wealth Advisors
Illinois
$517K – – –
BRWA
1315
B. Riley Wealth Advisors
Florida
$517K +$14.9K +103 +3%
PRCM
1316
Pine River Capital Management
Minnesota
$516K -$214K -1,483 -30%
IWMPD
1317
Integrated Wealth Management (Palm Desert)
California
$515K -$30.9K -214 -6%
BCM
1318
Boltwood Capital Management
California
$515K – – –
BCM
1319
Blume Capital Management
California
$515K +$55.4K +384 +13%
ANTB
1320
AMG National Trust Bank
Colorado
$514K +$17.2K +119 +4%
LCOV
1321
London Company of Virginia
Virginia
$509K – – –
JMFC
1322
J.M. Forbes & Co
Massachusetts
$507K -$30.2K -209 -6%
CPO
1323
Cerity Partners OCIO
New York
$505K -$15K -104 -3%
OWP
1324
Obermeyer Wealth Partners
Colorado
$504K +$112K +777 +30%
IIC
1325
Integrated Investment Consultants
Michigan
$503K +$86.3K +598 +22%