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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LWS
626
Lucia Wealth Services
California
$689K -$97K -444 -13%
VFM
627
Viking Fund Management
North Dakota
$683K
WP
628
WMS Partners
Maryland
$681K +$47K +215 +8%
AF
629
Advisornet Financial
Minnesota
$677K -$28.6K -131 -4%
RIM
630
Redwood Investment Management
Arizona
$675K +$619K +2,836 New
CAPTRUST Financial Advisors
631
CAPTRUST Financial Advisors
North Carolina
$670K -$46.3K -212 -7%
TCM
632
Teza Capital Management
Illinois
$670K +$642K +2,941 New
BCM
633
BlueCrest Capital Management
Jersey
$666K -$1.11M -5,073 -63%
RMCM
634
Reynders McVeigh Capital Management
Massachusetts
$661K -$43.7K -200 -6%
MRCM
635
M&R Capital Management
New Jersey
$654K
LS
636
Livforsakringsbolaget Skandia
Sweden
$653K +$87.4K +400 +16%
DWM
637
Doyle Wealth Management
Florida
$648K
GT
638
Greenleaf Trust
Michigan
$643K +$23.2K +106 +4%
BJL
639
Brighton Jones LLC
Washington
$639K -$44.8K -205 -7%
CA
640
Clearstead Advisors
Ohio
$638K
EB
641
Eastern Bank
Massachusetts
$634K
WT
642
Whittier Trust
California
$631K +$31.9K +146 +6%
CCA
643
Checchi Capital Advisers
California
$631K +$47.4K +217 +8%
IAA
644
Independent Advisor Alliance
North Carolina
$625K +$3.06K +14 +0.5%
KCM
645
Kanawha Capital Management
Virginia
$623K
PT
646
Plimoth Trust
Massachusetts
$622K -$157K -720 -21%
NO
647
Ninety One
South Africa
$608K
SAM
648
Symphony Asset Management
California
$606K +$581K +2,662 New
Northwestern Mutual Wealth Management
649
Northwestern Mutual Wealth Management
Wisconsin
$598K +$64.7K +296 +13%
LOAME
650
Lombard Odier Asset Management (Europe)
United Kingdom
$597K