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Name Holding Trade Value Shares
Change
Change in
Stake
MG
601
Mather Group
Illinois
$259K +$10.2K +156 +4%
MWM
602
Mission Wealth Management
California
$257K +$1.96K +30 +0.8%
OFW
603
Omnia Family Wealth
Florida
$257K – – –
VCM
604
Violich Capital Management
California
$257K – – –
RMCM
605
Reynders McVeigh Capital Management
Massachusetts
$257K +$254K +3,888 New
BAM
606
Bellevue Asset Management
Washington
$252K -$29K -444 -10%
PIM
607
Penobscot Investment Management
Massachusetts
$251K – – –
VFA
608
Valeo Financial Advisors
Indiana
$248K +$245K +3,753 New
CMBA
609
C.M. Bidwell & Associates
Hawaii
$245K – – –
IA
610
Inspire Advisors
Idaho
$242K +$3.33K +51 +1%
BG
611
Benedetti & Gucer
Georgia
$242K -$9.8K -150 -4%
ACMA
612
Arbor Capital Management (Alaska)
Alaska
$240K – – –
QAM
613
Q3 Asset Management
Michigan
$238K +$236K +3,615 New
VanEck Associates
614
VanEck Associates
New York
$237K +$235K +3,590 New
CSIC
615
Clifford Swan Investment Counsel
California
$235K +$232K +3,555 New
VAS
616
Vestmark Advisory Solutions
Massachusetts
$234K +$231K +3,540 New
JCM
617
J2 Capital Management
Michigan
$233K +$231K +3,536 New
AFCM
618
Applied Finance Capital Management
Puerto Rico
$233K +$231K +3,533 New
BP
619
Ballentine Partners
Massachusetts
$233K -$3.98K -61 -2%
SIG
620
Stonegate Investment Group
Alabama
$232K +$230K +3,516 New
GCP
621
GSA Capital Partners
United Kingdom
$231K +$229K +3,503 New
SM
622
STF Management
Texas
$229K +$227K +3,476 New
WSFS
623
Wilmington Savings Fund Society
Delaware
$228K +$225K +3,450 New
CI
624
CX Institutional
Indiana
$227K +$225K +3,449 New
SC
625
Savant Capital
Illinois
$226K +$345K +5,280 New