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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Mission Wealth Management
California
$257K +$1.96K +30 +0.8%
OFW
602
Omnia Family Wealth
Florida
$257K
VCM
603
Violich Capital Management
California
$257K
RMCM
604
Reynders McVeigh Capital Management
Massachusetts
$257K +$254K +3,888 New
BAM
605
Bellevue Asset Management
Washington
$252K -$29K -444 -10%
PIM
606
Penobscot Investment Management
Massachusetts
$251K
VFA
607
Valeo Financial Advisors
Indiana
$248K +$245K +3,753 New
CMBA
608
C.M. Bidwell & Associates
Hawaii
$245K
IA
609
Inspire Advisors
Idaho
$242K +$3.33K +51 +1%
BG
610
Benedetti & Gucer
Georgia
$242K -$9.8K -150 -4%
ACMA
611
Arbor Capital Management (Alaska)
Alaska
$240K
QAM
612
Q3 Asset Management
Michigan
$238K +$236K +3,615 New
VanEck Associates
613
VanEck Associates
New York
$237K +$235K +3,590 New
CSIC
614
Clifford Swan Investment Counsel
California
$235K +$232K +3,555 New
VAS
615
Vestmark Advisory Solutions
Massachusetts
$234K +$231K +3,540 New
JCM
616
J2 Capital Management
Michigan
$233K +$231K +3,536 New
AFCM
617
Applied Finance Capital Management
Puerto Rico
$233K +$231K +3,533 New
BP
618
Ballentine Partners
Massachusetts
$233K -$3.98K -61 -2%
SIG
619
Stonegate Investment Group
Alabama
$232K +$230K +3,516 New
GCP
620
GSA Capital Partners
United Kingdom
$231K +$229K +3,503 New
SM
621
STF Management
Texas
$229K +$227K +3,476 New
WSFS
622
Wilmington Savings Fund Society
Delaware
$228K +$225K +3,450 New
CI
623
CX Institutional
Indiana
$227K +$225K +3,449 New
SC
624
Savant Capital
Illinois
$226K +$345K +5,280 New
QCG
625
Quadrant Capital Group
Ohio
$226K +$11.2K +171 +5%