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Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
526
Dodge & Cox
California
$896K -$68K -500 -7%
BL
527
Balentine LLC
Georgia
$894K -$85.1K -626 -8%
I
528
INVST
Indiana
$892K +$23.5K +173 +3%
BFA
529
Beacon Financial Advisory
Ohio
$883K +$27.2K +200 +3%
MCP
530
Mirador Capital Partners
California
$882K +$1.9K +14 +0.2%
Verition Fund Management
531
Verition Fund Management
Connecticut
$878K -$392K -2,885 -30%
SPA
532
Sherbrooke Park Advisers
New York
$870K +$897K +6,600 New
CA
533
Cetera Advisors
Colorado
$860K +$101K +744 +13%
SIA
534
Strategic Investment Advisors
Michigan
$859K -$31.5K -232 -3%
BPA
535
Beacon Pointe Advisors
California
$857K -$88.6K -652 -9%
LAM
536
L2 Asset Management
Massachusetts
$855K +$8.56K +63 +1%
CA
537
Cullinan Associates
Kentucky
$847K +$873K +6,424 New
FWM
538
Forza Wealth Management
Florida
$846K +$873K +6,421 New
CIM
539
CIM Investment Management
Pennsylvania
$842K -$22.8K -168 -3%
Carson Wealth (CWM LLC)
540
Carson Wealth (CWM LLC)
Nebraska
$828K +$47.7K +351 +6%
GT
541
Greenleaf Trust
Michigan
$809K +$24.5K +180 +3%
RJT
542
Raymond James Trust
Florida
$803K -$128K -942 -13%
CT
543
Caldwell Trust
Florida
$799K -$86.7K -638 -10%
BFG
544
Bouchey Financial Group
New York
$793K +$2.85K +21 +0.4%
AWM
545
Apollon Wealth Management
South Carolina
$792K +$402K +2,955 +97%
SMH
546
Sanders Morris Harris
Texas
$791K
MOS
547
MGO One Seven
Ohio
$791K +$5.57K +41 +0.7%
SAM
548
Shell Asset Management
Netherlands
$788K -$117K -863 -13%
ANTB
549
AMG National Trust Bank
Colorado
$780K -$40.8K -300 -5%
FNT
550
First National Trust
Pennsylvania
$778K +$436K +3,206 +119%