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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
551
Physicians Financial Services
North Carolina
$215K – – –
SWM
552
Segment Wealth Management
Texas
$215K – – –
PL
553
Perpetual Ltd
Australia
$213K – – –
KIA
554
KCM Investment Advisors
California
$212K – – –
CA
555
Calton & Associates
Florida
$211K -$9.92K -190 -4%
LS
556
Livforsakringsbolaget Skandia
Sweden
$211K – – –
FA
557
Fortis Advisors
Pennsylvania
$210K -$53K -1,016 -20%
FNBT
558
FineMark National Bank & Trust
Florida
$209K +$214K +4,098 New
AI
559
Atria Investments
North Carolina
$209K +$214K +4,099 New
BCM
560
Bienville Capital Management
New York
$205K -$121K -2,320 -37%
Credit Agricole
561
Credit Agricole
France
$204K -$69.1K -1,324 -25%
AAP
562
Arax Advisory Partners
Colorado
$204K – – –
NAM
563
NTV Asset Management
West Virginia
$204K – – –
IWP
564
Icon Wealth Partners
Texas
$204K +$12.1K +231 +6%
William Blair & Company
565
William Blair & Company
Illinois
$201K -$54.3K -1,040 -21%
SWP
566
Stratos Wealth Partners
Ohio
$201K -$38.5K -737 -16%
MCM
567
Manchester Capital Management
Vermont
$192K – – –
LSV Asset Management
568
LSV Asset Management
Illinois
$188K -$183K -3,500 -49%
AIM
569
Anchor Investment Management
South Carolina
$187K -$14.4K -275 -7%
HPC
570
HM Payson & Co
Maine
$185K +$2.61K +50 +1%
NCM
571
Nelson Capital Management
California
$177K – – –
BCA
572
Bray Capital Advisors
Florida
$169K -$74.9K -1,435 -30%
IRC
573
Investors Research Corp
Georgia
$166K – – –
PAI
574
Pittenger & Anderson Inc
Nebraska
$163K – – –
GFA
575
Gifford Fong Associates
California
$153K – – –