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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Mosley Wealth Management
California
$423K +$405K +5,659 New
XT
602
XTX Topco
Cayman Islands
$422K -$72.5K -1,014 -15%
Brown Advisory
603
Brown Advisory
Maryland
$421K +$42.1K +589 +12%
OWP
604
Obermeyer Wealth Partners
Colorado
$419K
CSI
605
Cross Staff Investments
New York
$418K
CWM
606
Chesapeake Wealth Management
Virginia
$418K +$16.8K +235 +4%
ICG
607
InterOcean Capital Group
Tennessee
$417K +$34.3K +480 +9%
SPIA
608
Steward Partners Investment Advisory
New York
$417K -$10.2K -143 -3%
HBT
609
Heartland Bank & Trust
Illinois
$416K -$12.8K -179 -3%
PS
610
Presima Securities
Quebec, Canada
$415K +$10.7K +150 +3%
NLGIA
611
Nippon Life Global Investors Americas
New York
$413K -$305K -4,270 -44%
SC
612
Savant Capital
Illinois
$413K +$19.5K +272 +5%
UM
613
UniSuper Management
Australia
$412K +$65.7K +918 +20%
QIM
614
Quantitative Investment Management
Virginia
$409K +$392K +5,484 New
IWM
615
IHT Wealth Management
Illinois
$406K +$29.3K +410 +8%
VW
616
Vance Wealth
California
$403K +$286 +4 +0.1%
NCM
617
Neumann Capital Management
California
$400K
BOH
618
Bank of Hawaii
Hawaii
$398K -$129K -1,799 -25%
CCA
619
Checchi Capital Advisers
California
$398K -$67K -937 -15%
SF
620
Synovus Financial
Georgia
$396K -$1.65K -23 -0.4%
ANTB
621
AMG National Trust Bank
Colorado
$395K +$7.51K +105 +2%
BL
622
Balentine LLC
Georgia
$392K -$16.2K -226 -4%
EWA
623
Etesian Wealth Advisors
Oregon
$391K -$32.4K -453 -8%
HI
624
Harbour Investments
Wisconsin
$385K +$7.3K +102 +2%
IAA
625
Independent Advisor Alliance
North Carolina
$385K -$40.2K -562 -10%