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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
351
Forum Financial Management
Illinois
$231K +$13.6K +46 +7%
KCP
352
Kera Capital Partners
California
$229K +$216K +730 New
BC
353
Burney Company
Virginia
$226K +$213K +720 New
SLAM
354
Swiss Life Asset Management
$225K +$213K +718 New
EWA
355
EP Wealth Advisors
California
$223K +$210K +711 New
GCP
356
GSA Capital Partners
United Kingdom
$221K -$581K -1,964 -74%
Kovitz Investment Group Partners
357
Kovitz Investment Group Partners
Illinois
$220K +$208K +701 New
ECM
358
Everence Capital Management
Indiana
$220K
CPIG
359
Chicago Partners Investment Group
Illinois
$217K +$232K +785 New
AL
360
Aspiriant LLC
California
$216K +$203K +687 New
GT
361
Glenview Trust
Kentucky
$214K
GWM
362
GK Wealth Management
Nevada
$214K +$888 +3 +0.4%
UB
363
UMB Bank
Missouri
$211K +$46.2K +156 +30%
BOS
364
Bank of Stockton
California
$210K -$1.18K -4 -0.6%
PCA
365
Pallas Capital Advisors
Massachusetts
$210K +$198K +669 New
SAM
366
Shell Asset Management
Netherlands
$209K -$40.9K -138 -17%
Hudson Bay Capital Management
367
Hudson Bay Capital Management
Connecticut
$207K +$195K +660 New
BMWM
368
Brown Miller Wealth Management
Virginia
$207K -$2.66K -9 -1%
KBC Group
369
KBC Group
Belgium
$207K -$120K -405 -38%
FWM
370
Fonville Wealth Management
Virginia
$203K +$191K +646 New
MYAM
371
Meiji Yasuda Asset Management
Japan
$201K +$190K +641 New
HPC
372
HM Payson & Co
Maine
$188K
SO
373
STRS Ohio
Ohio
$176K +$166K +562 New
EWA
374
EverSource Wealth Advisors
Alabama
$176K +$160K +539 +2,450%
C
375
Covestor
United Kingdom
$176K +$21.9K +74 +15%