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Name Holding Trade Value Shares
Change
Change in
Stake
GI
701
Gradient Investments
Minnesota
$980K -$101K -1,217 -8%
MGP
702
Metis Global Partners
California
$973K -$132K -1,595 -10%
CT
703
Caldwell Trust
Florida
$962K
BP
704
Ballentine Partners
Massachusetts
$953K +$11.7K +142 +1%
FISPB
705
Fideuram - Intesa Sanpaolo Private Banking
$949K +$417K +5,047 +61%
QCG
706
Quadrant Capital Group
Ohio
$947K +$453K +5,485 +70%
MSA
707
MUFG Securities Americas
New York
$945K +$29K +351 +3%
EFS
708
Essex Financial Services
Connecticut
$942K +$9.76K +118 +0.9%
BTI
709
Blue Trust Inc
Georgia
$941K -$169K -2,040 -13%
BA
710
BCM Advisors
Louisiana
$932K
LAIC
711
Lederer & Associates Investment Counsel
California
$930K -$39.9K -483 -4%
DBFM
712
Dickmeyer Boyce Financial Management
Indiana
$930K +$1.08M +13,033 New
SAM
713
Securian Asset Management
Minnesota
$922K -$8.27K -100 -0.8%
TIM
714
Tevis Investment Management
Texas
$917K +$21.8K +264 +2%
SFO
715
Stokes Family Office
Louisiana
$913K -$194K -2,346 -15%
TWIM
716
TIAA Wealth Investment Management
New York
$913K +$1.06M +12,802 New
KRSITF
717
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$911K
Squarepoint
718
Squarepoint
New York
$908K -$2.48K -30 -0.2%
1IA
719
1834 Investment Advisors
Wisconsin
$899K
MAS
720
Meeder Advisory Services
Ohio
$891K +$161K +1,946 +18%
PP
721
Prudential plc
United Kingdom
$887K +$413K +4,997 +67%
EHAM
722
Eagle Harbor Asset Management
Washington
$887K +$93.3K +1,129 +10%
ATPW
723
Ashton Thomas Private Wealth
Arizona
$886K -$7.44K -90 -0.7%
SC
724
Schulhoff & Co
Ohio
$885K +$1.07K +13 +0.1%
SMC
725
Smith, Moore & Co
Missouri
$878K +$66.4K +803 +7%