Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1501
Summit Global Investments
Utah
$314K – – –
OL
1502
Optas LLC
Texas
$313K +$67.2K +422 +24%
SAM
1503
Sompo Asset Management
Japan
$312K -$22.3K -140 -6%
APG
1504
Abacus Planning Group
South Carolina
$312K -$2.55K -16 -0.7%
HT
1505
Heritage Trust
Oklahoma
$312K – – –
CF
1506
Centaurus Financial
California
$309K -$71.5K -449 -17%
VCM
1507
Versant Capital Management
Arizona
$309K +$138K +869 +69%
WP
1508
WealthShield Partners
North Carolina
$309K +$1.11K +7 +0.3%
AA
1509
Alta Advisers
United Kingdom
$308K – – –
VST
1510
Van Strum & Towne
California
$308K – – –
RCM
1511
RB Capital Management
Nevada
$308K +$1.43K +9 +0.4%
WHG
1512
Westwood Holdings Group
Texas
$307K -$15.9K -100 -5%
PWW
1513
Pettyjohn Wood & White
Virginia
$306K -$11.9K -75 -3%
SW
1514
SkyOak Wealth
Michigan
$305K +$637 +4 +0.2%
ISFAN
1515
Investor's Fiduciary Advisor Network
Washington
$305K +$5.1K +32 +2%
KI
1516
KTF Investments
California
$305K – – –
MWA
1517
Midland Wealth Advisors
Illinois
$305K – – –
CFIA
1518
Cantor Fitzgerald Investment Advisors
New York
$304K – – –
TPCW
1519
TD Private Client Wealth
New York
$304K +$34.1K +214 +11%
RCA
1520
Resonant Capital Advisors
Wisconsin
$304K +$99.8K +627 +43%
KA
1521
Klingman & Associates
New York
$303K +$6.69K +42 +2%
THL
1522
Tillman Hartley LLC
Colorado
$302K – – –
BIG
1523
Brookwood Investment Group
Arizona
$302K -$167K -1,049 -34%
PHIC
1524
Pine Haven Investment Counsel
Massachusetts
$301K -$3.19K -20 -1%
GSF
1525
Grove Street Fiduciary
New Hampshire
$301K – – –