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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
901
Exencial Wealth Advisors
Oklahoma
$2.76M -$263K -8,694 -8%
MNBTD
902
Moody National Bank Trust Division
Texas
$2.76M -$2.09M -69,018 -42%
PI
903
PGGM Investments
Netherlands
$2.76M -$1.53M -50,565 -35%
CG
904
Caprock Group
Idaho
$2.75M +$1.06M +35,063 +58%
TCBWMS
905
Texas Capital Bank Wealth Management Services
Texas
$2.74M +$2.41M +79,668 +123%
QFA
906
Quattro Financial Advisors
Texas
$2.74M -$1.81M -59,971 -100%
CAM
907
Claret Asset Management
Quebec, Canada
$2.7M +$2.6M +85,911 +1,075%
SGI
908
Summit Global Investments
Utah
$2.7M +$101K +3,348 +4%
LFAS
909
Level Four Advisory Services
Texas
$2.7M -$1.09M -36,197 -28%
HCM
910
Hengehold Capital Management
Ohio
$2.7M -$55.3K -1,828 -2%
WAOTB
911
Wealth Advisors of Tampa Bay
Florida
$2.7M -$2.84M -94,008 -50%
S
912
SignatureFD
Georgia
$2.69M -$1.56M -51,510 -36%
SHFA
913
SS&H Financial Advisors
Michigan
$2.69M -$69.5K -2,300 -2%
SA
914
Shilanski & Associates
Alaska
$2.68M +$22.7K +751 +0.8%
BL
915
Balentine LLC
Georgia
$2.67M +$537K +17,755 +24%
SWM
916
Spire Wealth Management
Virginia
$2.65M -$125K -4,150 -4%
WMSA
917
Weiss Multi-Strategy Advisers
New York
$2.64M +$2.77M +91,562 New
PL
918
Plancorp LLC
Missouri
$2.63M -$45.3K -1,499 -2%
LPT
919
Legacy Private Trust
Wisconsin
$2.62M -$988K -32,686 -26%
SP
920
Stablepoint Partners
Massachusetts
$2.62M +$2.75M +90,897 New
DIA
921
Dana Investment Advisors
Wisconsin
$2.61M -$71.1K -2,352 -3%
JHCP
922
Jackson Hole Capital Partners
Oklahoma
$2.6M +$101K +3,342 +4%
CPSAC
923
Chas P. Smith & Associates (CPS)
Florida
$2.6M -$577K -19,093 -17%
GCIM
924
Gunn & Company Investment Management
Florida
$2.6M +$2.73M +90,341 New
RWM
925
Rockline Wealth Management
New York
$2.6M +$2.73M +90,226 New