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Name Holding Trade Value Shares
Change
Change in
Stake
LTAS
801
Linden Thomas Advisory Services
North Carolina
$1.57M +$83K +557 +6%
GI
802
GAMMA Investing
California
$1.57M +$263K +1,769 +21%
NAM
803
NorthCrest Asset Manangement
Minnesota
$1.57M -$7.15K -48 -0.5%
FFS
804
Founders Financial Securities
Maryland
$1.57M +$22.3K +150 +2%
CCM
805
Coldstream Capital Management
Washington
$1.56M +$94.3K +633 +7%
MA
806
Montag & Associates
Georgia
$1.56M -$2.88M -19,363 -66%
AAA
807
American Alpha Advisors
New York
$1.56M +$1.49M +10,000 New
AssetMark Inc
808
AssetMark Inc
California
$1.56M -$441K -2,960 -23%
PT
809
Plimoth Trust
Massachusetts
$1.55M -$87.1K -585 -6%
BFA
810
Brown Financial Advisors
Ohio
$1.55M -$9.83K -66 -0.7%
DAS
811
Dynamic Advisor Solutions
Arizona
$1.54M +$27.9K +187 +2%
PTC
812
Private Trust Company
Ohio
$1.54M -$250K -1,677 -15%
ECM
813
Everence Capital Management
Indiana
$1.54M
PP
814
Patten & Patten
Tennessee
$1.53M -$1.19K -8 -0.1%
CC
815
Courier Capital
New York
$1.53M +$1.46M +9,827 New
SNBOSCI
816
Security National Bank of Sioux City Iowa
Iowa
$1.53M +$7.75K +52 +0.5%
HIA
817
Harvest Investment Advisors
Florida
$1.53M +$194K +1,300 +15%
MPPW
818
Mitchell & Pahl Private Wealth
Oklahoma
$1.52M +$115K +774 +9%
IIM
819
Ipswich Investment Management
Massachusetts
$1.52M
IAS
820
Insigneo Advisory Services
Florida
$1.51M +$95.6K +642 +7%
QWM
821
Quadcap Wealth Management
Texas
$1.51M +$24.3K +163 +2%
IFG
822
Independent Financial Group
California
$1.49M -$41.9K -281 -3%
LSA
823
Leonteq Securities AG
Switzerland
$1.49M -$252K -1,695 -15%
AA
824
ALPS Advisors
Colorado
$1.49M -$748K -5,023 -34%
CIA
825
Cascade Investment Advisors
Oregon
$1.49M +$2.23K +15 +0.2%