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Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Trust
576
Raymond James Trust
Florida
$676K +$139K +1,946 +28%
Greenleaf Trust
577
Greenleaf Trust
Michigan
$674K +$152K +2,127 +31%
Inspire Investing
578
Inspire Investing
Idaho
$672K +$643 +9 +0.1%
IHT Wealth Management
579
IHT Wealth Management
Illinois
$669K +$11.4K +160 +2%
HH
580
HWG Holdings
Texas
$669K +$163K +2,284 +35%
LTI
581
Laffer Tengler Investments
Tennessee
$663K -$74.2K -1,038 -11%
CT
582
Columbia Trust
Oregon
$654K +$619K +8,656 New
PFBT
583
Parkside Financial Bank & Trust
Missouri
$650K -$87.7K -1,227 -13%
MMG
584
Monetary Management Group
Missouri
$650K +$35.7K +500 +6%
KLWA
585
Kelly Lawrence W & Associates
California
$646K +$611K +8,543 New
Diversified Trust
586
Diversified Trust
Tennessee
$642K -$468K -6,551 -44%
Farmers & Merchants Investments Inc
587
Farmers & Merchants Investments Inc
Nebraska
$640K +$35.1K +491 +6%
Rockefeller Capital Management
588
Rockefeller Capital Management
New York
$629K +$199K +2,789 +50%
BOTW
589
Bank of the West
California
$627K -$25.5K -357 -4%
MSAM
590
Moloney Securities Asset Management
Missouri
$620K +$94.2K +1,317 +19%
VFA
591
Voya Financial Advisors
Connecticut
$616K +$23.1K +323 +4%
BA
592
Bristlecone Advisors
Washington
$616K +$582K +8,145 New
SCA
593
Strategic Capital Advisers
Colorado
$608K +$5K +70 +0.9%
Whittier Trust
594
Whittier Trust
California
$608K +$7.01K +98 +1%
NRS
595
Neville Rodie & Shaw
New York
$606K – – –
WIA
596
Westbourne Investment Advisors
Maryland
$605K – – –
Sowell Financial Services
597
Sowell Financial Services
Arkansas
$604K +$131K +1,828 +30%
Exencial Wealth Advisors
598
Exencial Wealth Advisors
Oklahoma
$603K +$14.7K +205 +3%
Schroder Investment Management Group
599
Schroder Investment Management Group
United Kingdom
$599K -$1.15M -16,134 -67%
NFG
600
Nations Financial Group
Iowa
$596K -$1.86K -26 -0.3%