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Name Holding Trade Value Shares
Change
Change in
Stake
SGI
676
Summit Global Investments
Utah
$10.2M +$754K +15,225 +10%
BCM
677
Buckhead Capital Management
Georgia
$10.2M +$63.2K +1,276 +0.7%
RE
678
RBC Europe
United Kingdom
$10.2M -$11.5M -232,274 -57%
GP
679
Greenline Partners
New York
$10.1M +$344K +6,940 +4%
CPO
680
Cerity Partners OCIO
New York
$10.1M +$195K +3,926 +2%
BFA
681
Bragg Financial Advisors
North Carolina
$10.1M
AWM
682
Apollon Wealth Management
South Carolina
$10M +$3.29M +66,309 +64%
DIA
683
Dana Investment Advisors
Wisconsin
$10M +$4.98M +100,445 +144%
TI
684
Tidal Investments
Wisconsin
$10M +$1.92M +38,809 +30%
DJSG
685
D.J. St. Germain
Massachusetts
$10M +$482K +9,719 +6%
MNBTD
686
Moody National Bank Trust Division
Texas
$10M -$17.6M -355,728 -68%
WSTAM
687
Wilbanks Smith & Thomas Asset Management
Virginia
$10M +$344K +6,951 +4%
CK
688
Cohen Klingenstein
New York
$9.98M -$851K -17,180 -9%
FBB
689
Fulton Breakefield Broenniman
Maryland
$9.96M +$72.9K +1,472 +0.9%
RIA
690
Regal Investment Advisors
Michigan
$9.96M -$155K -3,126 -2%
PLFAM
691
Pineno Levin & Ford Asset Management
Virginia
$9.96M +$67.9K +1,370 +0.8%
BAM
692
Barrett Asset Management
New York
$9.92M +$819K +16,536 +11%
RIL
693
Rothschild Investment LLC
Illinois
$9.92M -$167K -3,380 -2%
NB
694
NBT Bank
New York
$9.88M -$178K -3,599 -2%
CCM
695
Coldstream Capital Management
Washington
$9.87M +$2.63M +53,109 +47%
WJWM
696
Williams Jones Wealth Management
New York
$9.83M +$476K +9,607 +6%
BIAS
697
Beacon Investment Advisory Services
New Jersey
$9.79M -$95.4K -1,925 -1%
CAM
698
Cubic Asset Management
Massachusetts
$9.79M +$15.6K +315 +0.2%
XF
699
XML Financial
Maryland
$9.78M +$75.5K +1,523 +0.9%
FFA
700
First Foundation Advisors
California
$9.78M -$206K -4,160 -2%