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Name Holding Trade Value Shares
Change
Change in
Stake
1C
726
111 Capital
France
$938K -$23.4K -104 -2%
IWA
727
Icon Wealth Advisors
Texas
$935K -$19.1K -85 -2%
WDA
728
Wendell David Associates
New Hampshire
$934K – – –
MWM
729
Modera Wealth Management
New Jersey
$920K -$2.02K -9 -0.2%
SIC
730
Schwartz Investment Counsel
Michigan
$915K – – –
WSFS
731
Wilmington Savings Fund Society
Delaware
$913K -$99.7K -443 -9%
FRA
732
Frank Rimerman Advisors
California
$907K +$5.63K +25 +0.6%
AIM
733
Advyzon Investment Management
Illinois
$900K +$465K +2,067 +96%
SWP
734
Stratos Wealth Partners
Ohio
$897K +$948K +4,212 New
LI
735
Louisbourg Investments
New Brunswick, Canada
$893K -$318K -1,415 -23%
MA
736
Mutual Advisors
Nebraska
$889K -$49.3K -219 -5%
WGAM
737
Wilkinson Global Asset Management
New York
$888K – – –
PWP
738
Perfromance Wealth Partners
Illinois
$886K +$3.38K +15 +0.4%
KWM
739
Kingsview Wealth Management
Oregon
$884K +$99.7K +443 +12%
SAM
740
S.A. Mason
Michigan
$878K +$444K +1,975 +92%
DJSG
741
D.J. St. Germain
Massachusetts
$873K – – –
MSFS
742
Main Street Financial Solutions
Pennsylvania
$866K -$1.25M -5,545 -58%
ERSOT
743
Employees Retirement System of Texas
Texas
$865K – – –
KA
744
Klingman & Associates
New York
$855K +$11.3K +50 +1%
LRPA
745
L. Roy Papp & Associates
Arizona
$851K – – –
PWG
746
Portside Wealth Group
Utah
$851K +$216K +959 +32%
MWM
747
Modern Wealth Management
Kansas
$846K +$397K +1,766 +80%
BNA
748
BankChampaign National Association
Illinois
$839K +$122K +540 +16%
WHG
749
Westwood Holdings Group
Texas
$839K +$887K +3,942 New
ORI
750
Oak Ridge Investments
Illinois
$837K -$70.4K -313 -7%