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Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
1251
Quadrant Private Wealth Management
Pennsylvania
$678K +$97K +518 +18%
CCP
1252
Clarkston Capital Partners
Michigan
$674K +$637K +3,404 New
Wilbanks Smith & Thomas Asset Management
1253
Wilbanks Smith & Thomas Asset Management
Virginia
$673K -$12.7K -68 -2%
Brighton Jones LLC
1254
Brighton Jones LLC
Washington
$673K +$34.8K +186 +6%
GCMG
1255
Gyroscope Capital Management Group
Florida
$673K +$636K +3,398 New
RGC
1256
Roberts, Glore & Co
Illinois
$672K +$5.43K +29 +0.9%
IEFM
1257
IQ EQ Fund Management
Ireland
$669K +$55.4K +296 +10%
CPO
1258
Cerity Partners OCIO
New York
$669K +$246K +1,316 +64%
Curi RMB Capital
1259
Curi RMB Capital
Illinois
$667K -$146K -781 -19%
Ferguson Wellman Capital Management
1260
Ferguson Wellman Capital Management
Oregon
$664K +$178K +949 +39%
NAMP
1261
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$664K +$351K +1,875 +127%
CST
1262
Charles Schwab Trust
Nevada
$663K -$131K -700 -17%
SFSG
1263
Sound Financial Strategies Group
Mississippi
$662K -$148K -793 -19%
AA
1264
Argent Advisors
Louisiana
$662K -$3.74K -20 -0.6%
HC
1265
Hourglass Capital
Texas
$661K – – –
TF
1266
Trek Financial
Arizona
$661K +$624K +3,335 New
MPPW
1267
Mitchell & Pahl Private Wealth
Oklahoma
$660K +$55.2K +295 +10%
MCCP
1268
Mission Creek Capital Partners
California
$654K -$18.5K -99 -3%
Douglass Winthrop Advisors
1269
Douglass Winthrop Advisors
New York
$653K – – –
SB
1270
Strategic Blueprint
Georgia
$652K +$362K +1,936 +143%
SCM
1271
SKBA Capital Management
California
$650K -$15.1M -80,900 -96%
PIM
1272
Profit Investment Management
Maryland
$648K +$97.1K +519 +19%
ACP
1273
Aviance Capital Partners
Florida
$645K -$7.86K -42 -1%
BFIM
1274
Beese Fulmer Investment Management
Ohio
$640K – – –
CWA Asset Management Group
1275
CWA Asset Management Group
Florida
$639K +$2.43K +13 +0.4%