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Name Holding Trade Value Shares
Change
Change in
Stake
UF
826
Univest Financial
Pennsylvania
$250K +$14.8K +400 +6%
LNC
827
Lincoln National Corp
Pennsylvania
$248K +$250K +6,750 New
Marshall Wace
828
Marshall Wace
United Kingdom
$247K +$249K +6,724 New
YIA
829
YHB Investment Advisors
Connecticut
$244K +$246K +6,638 New
PNAA
830
Pictet North America Advisors
Switzerland
$242K +$244K +6,600 New
RT
831
Reliance Trust
Georgia
$239K +$12.7K +344 +6%
BCM
832
Beck Capital Management
Texas
$236K -$27.4K -740 -10%
SC
833
SouthState Corp
Florida
$236K +$24.4K +660 +11%
OMCS
834
Old Mutual Customised Solutions
South Africa
$235K
CWP
835
Capital Wealth Planning
Florida
$235K +$237K +6,400 New
QC
836
QCM Cayman
Texas
$232K -$188K -5,094 -45%
PBT
837
Pictet Bank & Trust
Bahamas
$227K
AHS
838
Aspiriant Holdings S3
California
$225K
SAMC
839
Shinko Asset Management Company
Japan
$224K -$17.5K -472 -7%
DP
840
Dearborn Partners
Illinois
$223K -$22.2K -600 -9%
BOTW
841
Bank of the West
California
$222K +$224K +6,044 New
Capstone Investment Advisors
842
Capstone Investment Advisors
New York
$220K -$14.8K -400 -6%
BCM
843
Blume Capital Management
California
$220K
TSS
844
Thomas Story & Son
Indiana
$220K
AL
845
Agran Libbie
California
$220K +$1.41K +38 +0.6%
CC
846
Courier Capital
New York
$219K +$221K +5,978 New
NES
847
New England Securities
New York
$218K +$14.1K +382 +7%
LPT
848
Legacy Private Trust
Wisconsin
$217K -$518 -14 -0.2%
PAA
849
Peregrine Asset Advisers
Oregon
$212K -$315K -8,510 -60%
SWA
850
SFMG Wealth Advisors
Texas
$212K +$4.36K +118 +2%