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Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
651
Von Berge Wealth Management Group
California
$333K +$155 +2 +0%
Los Angeles Capital Management
652
Los Angeles Capital Management
California
$332K -$594K -7,682 -64%
6F
653
626 Financial
Michigan
$331K -$70.9K -916 -18%
PIA
654
Perennial Investment Advisors
California
$329K +$2.94K +38 +0.9%
AL
655
Aspiriant LLC
California
$328K +$155 +2 +0%
SIM
656
Sentry Investment Management
Wisconsin
$322K -$12.1K -156 -4%
JWCA
657
J.W. Coons Advisors
Ohio
$321K +$322K +4,160 New
MPW
658
MGO Private Wealth
California
$320K +$72.9K +942 +29%
OFG
659
Omega Financial Group
California
$319K -$3.1K -40 -1%
IWA
660
Intercontinental Wealth Advisors
Texas
$318K +$3.25K +42 +1%
RIL
661
Rothschild Investment LLC
Illinois
$318K +$619 +8 +0.2%
GRP
662
Global Retirement Partners
California
$317K +$130K +1,678 +69%
IWM
663
IHT Wealth Management
Illinois
$317K +$8.67K +112 +3%
SC
664
Savant Capital
Illinois
$316K +$66.9K +864 +22%
SWMP
665
Signature Wealth Management Partners
New Jersey
$315K -$7.74K -100 -2%
CAG
666
Crestwood Advisors Group
Massachusetts
$315K
BP
667
Ballentine Partners
Massachusetts
$311K -$21.5K -278 -6%
Skandinaviska Enskilda Banken (SEB)
668
Skandinaviska Enskilda Banken (SEB)
Sweden
$311K -$335K -4,330 -52%
CHP
669
Cable Hill Partners
Oregon
$311K +$86.8K +1,122 +39%
CPSAC
670
Chas P. Smith & Associates (CPS)
Florida
$310K +$8.2K +106 +3%
KIM
671
Karpus Investment Management
New York
$309K
PIM
672
Perpetual Investment Management
Australia
$309K
ZCA
673
Zeke Capital Advisors
Pennsylvania
$309K
OCBCO
674
Oversea-Chinese Banking Corp (OCBC)
Singapore
$308K +$308K +3,980 New
CPG
675
Cornerstone Planning Group
New Jersey
$306K +$304K +3,928 New