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Name Holding Trade Value Shares
Change
Change in
Stake
BF
401
BOK Financial
Oklahoma
$242K +$245K +4,498 New
APA
402
American Portfolios Advisors
New York
$240K +$9.3K +171 +4%
SIP
403
Stoneridge Investment Partners
Pennsylvania
$237K – – –
DI
404
Diligent Investors
California
$235K – – –
HCM
405
Howland Capital Management
Massachusetts
$235K – – –
SLAM
406
Swiss Life Asset Management
$232K +$234K +4,300 New
S
407
SignatureFD
Georgia
$231K +$44.6K +820 +24%
CWM
408
Cadence Wealth Management
Massachusetts
$227K +$229K +4,211 New
CAM
409
Claret Asset Management
Quebec, Canada
$226K +$228K +4,198 New
IIC
410
Integrated Investment Consultants
Michigan
$226K +$228K +4,200 New
QI
411
Qtron Investments
Massachusetts
$224K +$226K +4,155 New
AWM
412
Altium Wealth Management
New York
$221K +$223K +4,098 New
VWA
413
V Wealth Advisors
Kansas
$219K +$221K +4,055 New
RFO
414
RiverGlades Family Offices
Florida
$216K +$218K +4,000 New
SF
415
Synovus Financial
Georgia
$211K +$213K +3,909 New
RGC
416
Roberts, Glore & Co
Illinois
$206K -$35.6K -655 -15%
FLPIM
417
F.L. Putnam Investment Management
Massachusetts
$200K +$202K +3,712 New
FNBOSM
418
First National Bank of South Miami
Florida
$196K -$8.54K -157 -4%
LOIM
419
Liberty One Investment Management
Illinois
$192K -$8.48K -156 -4%
Group One Trading
420
Group One Trading
Illinois
$186K +$188K +3,451 New
SPIA
421
Steward Partners Investment Advisory
New York
$179K +$37.6K +691 +26%
LJHT
422
Laurie J. Hall Trustee
$162K – – –
Jones Financial Companies
423
Jones Financial Companies
Missouri
$154K +$88.4K +1,626 +133%
RE
424
RBC Europe
United Kingdom
$148K – – –
HIIFS
425
Harel Insurance Investments & Financial Services
Israel
$144K +$43.5K +800 New