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Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
651
Natixis Investment Managers International
France
$236K -$108K -204 -33%
MG
652
Mather Group
Illinois
$235K +$222K +420 New
ST
653
Smithfield Trust
Pennsylvania
$234K – – –
KCM
654
Kathmere Capital Management
Pennsylvania
$233K -$12.7K -24 -5%
CANY
655
Caxton Associates (New York)
New York
$233K +$220K +416 New
PSP
656
Principal Street Partners
Tennessee
$229K +$217K +410 New
EWA
657
EverSource Wealth Advisors
Alabama
$228K -$1.59K -3 -0.7%
BEC
658
Blue Edge Capital
Virginia
$224K +$212K +400 New
MFA
659
Mayflower Financial Advisors
Massachusetts
$223K +$211K +399 New
PP
660
PDS Planning
Ohio
$222K +$210K +397 New
VC
661
Veracity Capital
Georgia
$221K +$209K +396 New
SI
662
Stephens Inc
Arkansas
$221K -$21.2K -40 -9%
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$221K +$208K +394 New
RSWM
664
Robertson Stephens Wealth Management
California
$219K +$207K +391 New
TWC
665
TD Waterhouse Canada
Ontario, Canada
$218K +$11.1K +21 +7%
LA
666
LVW Advisors
New York
$216K +$204K +386 New
SMA
667
Sage Mountain Advisors
Georgia
$214K +$203K +383 New
IAN
668
Integrated Advisors Network
Texas
$213K +$202K +381 New
SS
669
Sunbelt Securities
Texas
$210K +$203K +383 New
DWA
670
Douglass Winthrop Advisors
New York
$207K +$196K +370 New
SC
671
Savant Capital
Illinois
$207K +$195K +369 New
PA
672
Perennial Advisors
New York
$205K +$194K +367 New
AIM
673
Anchor Investment Management
South Carolina
$205K – – –
BCM
674
Buckhead Capital Management
Georgia
$201K +$190K +360 New
Northwestern Mutual Wealth Management
675
Northwestern Mutual Wealth Management
Wisconsin
$199K – – –