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Name Holding Trade Value Shares
Change
Change in
Stake
LW
901
Linscomb Wealth
Texas
$4.67M +$1.47M +18,589 +49%
RBA
902
Richard Bernstein Advisors
New York
$4.66M – – –
Greenleaf Trust
903
Greenleaf Trust
Michigan
$4.66M +$132K +1,668 +3%
MCM
904
Murphy Capital Management
New Jersey
$4.65M -$26.3K -333 -0.6%
HBK Sorce Advisory
905
HBK Sorce Advisory
Pennsylvania
$4.63M -$324K -4,113 -7%
LC
906
Lavaca Capital
Texas
$4.63M -$3.84M -48,696 -46%
ZCM
907
Ziegler Capital Management
Illinois
$4.63M -$2.35M -29,857 -35%
Choate Investment Advisors
908
Choate Investment Advisors
Massachusetts
$4.62M -$65.4K -829 -1%
PIMJS
909
PKO Investment Management Joint-Stock
Poland
$4.61M -$3.68M -46,639 -45%
SCP
910
Shorepoint Capital Partners
Massachusetts
$4.6M -$59.1K -749 -1%
MIA
911
MainStreet Investment Advisors
Illinois
$4.6M -$11.7K -149 -0.3%
HT
912
Heritage Trust
Oklahoma
$4.59M +$110K +1,393 +3%
BFO
913
Boston Family Office
Massachusetts
$4.59M +$59.6K +756 +1%
ET
914
Equitable Trust
Tennessee
$4.59M +$367K +4,655 +9%
CCG
915
Cypress Capital Group
Florida
$4.59M +$53K +672 +1%
Integrated Wealth Concepts
916
Integrated Wealth Concepts
Massachusetts
$4.57M +$223K +2,830 +5%
MIM
917
Montgomery Investment Management
Maryland
$4.56M -$23.7K -300 -0.5%
FSA
918
Fort Sheridan Advisors
Illinois
$4.55M +$212K +2,692 +5%
CT
919
Caldwell Trust
Florida
$4.52M +$42.2K +535 +1%
TW
920
TrinityPoint Wealth
Connecticut
$4.52M -$40.1K -509 -0.9%
JWM
921
Jackson Wealth Management
Florida
$4.51M -$43.2K -548 -1%
HRT Financial
922
HRT Financial
New York
$4.5M +$4.33M +54,861 New
IMOV
923
Investment Management of Virginia
Virginia
$4.46M +$68.2K +865 +2%
Independent Advisor Alliance
924
Independent Advisor Alliance
North Carolina
$4.45M +$35K +444 +0.8%
CCT
925
Chemung Canal Trust
New York
$4.44M -$686K -8,698 -14%