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Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
751
Mosaic Family Wealth Partners
Missouri
$801K -$425 -6 -0.1%
SF
752
SageOak Financial
Oklahoma
$800K +$213 +3 +0%
DT
753
Diversified Trust
Tennessee
$799K +$367K +5,183 +91%
HJGA
754
Hardman Johnston Global Advisors
Connecticut
$798K +$389K +5,494 +102%
TAP
755
Tounjian Advisory Partners
Florida
$796K +$19.8K +280 +3%
BBHC
756
Brown Brothers Harriman & Co
New York
$795K +$142K +2,009 +23%
HI
757
Hendershot Investments
Virginia
$790K -$4.25K -60 -0.6%
SWM
758
Stockman Wealth Management
Montana
$786K
AAS
759
Ameritas Advisory Services
Nebraska
$786K -$1.65M -23,354 -69%
AAP
760
Arax Advisory Partners
Colorado
$780K -$196K -2,773 -21%
NAMNJ
761
NorthStar Asset Management (New Jersey)
New Jersey
$778K -$19.5K -275 -3%
PIM
762
Plato Investment Management
Australia
$777K
BIG
763
Brooklyn Investment Group
New York
$773K +$308K +4,344 +71%
FCIM
764
Fairview Capital Investment Management
California
$772K -$764K -10,786 -51%
DWA
765
Douglass Winthrop Advisors
New York
$768K +$24.8K +350 +3%
JIC
766
Johnson Investment Counsel
Ohio
$766K -$8.64K -122 -1%
SW
767
SVB Wealth
Massachusetts
$762K +$32.5K +459 +5%
AWA
768
Aaron Wealth Advisors
Illinois
$758K +$326K +4,606 +81%
SR
769
Syntax Research
Florida
$757K -$156K -2,196 -18%
CWP
770
Cyndeo Wealth Partners
Florida
$756K -$9.35K -132 -1%
CAG
771
Centerpoint Advisory Group
Kansas
$756K -$8.86K -125 -1%
HCM
772
Hilton Capital Management
New York
$754K -$449K -6,344 -38%
RIM
773
Redwood Investment Management
Arizona
$747K -$328K -4,627 -31%
Fisher Asset Management
774
Fisher Asset Management
Washington
$745K -$166K -2,343 -19%
GVAG
775
Great Valley Advisor Group
Delaware
$742K -$32.6K -460 -4%