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Name Holding Trade Value Shares
Change
Change in
Stake
NEI
801
Northwest & Ethical Investments
Ontario, Canada
$227K -$341K -2,890 -60%
CCMG
802
Clark Capital Management Group
Pennsylvania
$227K -$19.9K -169 -8%
AFP
803
Alpha Financial Partners
Kentucky
$226K -$5.55K -47 -2%
BWMG
804
Barnes Wealth Management Group
California
$226K -$4.25K -36 -2%
PJWM
805
Philip James Wealth Mangement
Georgia
$226K +$222K +1,883 New
GL
806
Gerber LLC
Ohio
$226K – – –
RCAG
807
Rehmann Capital Advisory Group
Michigan
$225K -$1.06K -9 -0.5%
MNBTD
808
Moody National Bank Trust Division
Texas
$225K – – –
MAM
809
Martingale Asset Management
Massachusetts
$223K -$271K -2,300 -55%
DC
810
Davenport & Co
Virginia
$219K -$40.8K -346 -16%
BA
811
Bridgewater Advisors
New York
$218K +$204K +1,726 New
BAM
812
Berkshire Asset Management
Pennsylvania
$217K -$472 -4 -0.2%
PCIA
813
Prime Capital Investment Advisors
Kansas
$217K -$708 -6 -0.3%
BS
814
Banco Santander
Spain
$216K – – –
FCM
815
Fire Capital Management
California
$216K – – –
QWP
816
Quotient Wealth Partners
Texas
$216K +$212K +1,799 New
FOA
817
Five Oceans Advisors
California
$215K -$826 -7 -0.4%
MFIM
818
Mesirow Financial Investment Management
Illinois
$213K +$210K +1,777 New
TVAMP
819
Tennessee Valley Asset Management Partners
Tennessee
$213K +$209K +1,775 New
RSWM
820
Robertson Stephens Wealth Management
California
$213K +$944 +8 +0.5%
PS
821
Planned Solutions
California
$212K +$3.66K +31 +2%
PHWA
822
Petersen Hastings Wealth Advisors
Washington
$211K +$590 +5 +0.3%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$211K -$13.2K -112 -6%
GVAG
824
Great Valley Advisor Group
Delaware
$210K -$1.77K -15 -0.8%
CSPIA
825
Cary Street Partners Investment Advisory
Virginia
$210K +$206K +1,745 New