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Name Holding Trade Value Shares
Change
Change in
Stake
SGS
401
Sterling Global Strategies
California
$419K +$2.16K +40 +0.5%
WAM
402
Watermark Asset Management
California
$414K
CAGAS
403
Capital Advisory Group Advisory Services
Minnesota
$413K +$401K +7,426 New
BP
404
Ballentine Partners
Massachusetts
$411K -$117K -2,174 -23%
BTNA
405
Bremer Trust National Association
Minnesota
$409K +$397K +7,360 New
LS
406
Livforsakringsbolaget Skandia
Sweden
$408K
Truist Financial
407
Truist Financial
North Carolina
$407K -$7.66K -142 -2%
AWM
408
AE Wealth Management
Kansas
$396K +$170K +3,150 +79%
AIS
409
Accurate Investment Solutions
Pennsylvania
$386K
TPWA
410
TRUE Private Wealth Advisors
Oregon
$386K
BSW
411
Buckingham Strategic Wealth
Missouri
$379K -$38K -704 -9%
MBTD
412
Mechanics Bank - Trust Department
California
$379K -$16.2K -300 -4%
SWM
413
SeaCrest Wealth Management
New York
$378K -$8.96K -166 -2%
THWM
414
Taylor Hoffman Wealth Management
Virginia
$378K
HWA
415
HCR Wealth Advisors
California
$373K +$1.4K +26 +0.4%
HFA
416
Huber Financial Advisors
Illinois
$370K
BOH
417
Bank of Hawaii
Hawaii
$368K
LCM
418
LVM Capital Management
Michigan
$367K
FRM
419
Fox Run Management
Connecticut
$364K -$224K -4,150 -39%
FAIM
420
Financial Advocates Investment Management
Washington
$364K
LRPA
421
L. Roy Papp & Associates
Arizona
$359K +$349K +6,460 New
PCA
422
Personal Capital Advisors
California
$355K +$344K +6,382 New
TSS
423
Two Sigma Securities
New York
$354K -$700K -12,982 -67%
BCM
424
Brookmont Capital Management
Texas
$353K -$17.6K -326 -5%
CWS
425
Cypress Wealth Services
California
$352K -$11.9K -220 -3%