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Name Holding Trade Value Shares
Change
Change in
Stake
H
751
Hexavest
Quebec, Canada
$795K -$63.1K -665 -8%
CFA
752
Carroll Financial Associates
North Carolina
$794K +$228K +2,400 +49%
BBHC
753
Brown Brothers Harriman & Co
New York
$792K +$65.4K +690 +10%
SAM
754
Seelaus Asset Management
New Jersey
$791K -$4.74K -50 -0.7%
PG
755
Prostatis Group
Maryland
$788K +$172K +1,812 +33%
PNC
756
Park National Corp
Ohio
$775K -$23.3K -246 -3%
AIM
757
Allen Investment Management
New York
$774K – – –
AC
758
Avestar Capital
New York
$771K +$43.3K +456 +7%
BCM
759
BTC Capital Management
Iowa
$767K +$166K +1,748 +33%
IWA
760
Intercontinental Wealth Advisors
Texas
$760K +$91.1K +961 +16%
SGI
761
Summit Global Investments
Utah
$749K -$586K -6,176 -47%
RWB
762
RMR Wealth Builders
New Jersey
$741K -$123K -1,295 -16%
VC
763
Veracity Capital
Georgia
$735K +$68.5K +722 +12%
BWP
764
Baldwin Wealth Partners
Massachusetts
$727K +$166K +1,747 +35%
LC
765
Lavaca Capital
Texas
$726K +$85.4K +900 +16%
Fayez Sarofim & Co
766
Fayez Sarofim & Co
Texas
$717K +$239K +2,520 +62%
OWA
767
One Wealth Advisors
California
$715K +$15.3K +161 +3%
Chevy Chase Trust
768
Chevy Chase Trust
Maryland
$711K +$214K +2,254 +53%
HA
769
HYA Advisors
Missouri
$695K +$1.99K +21 +0.3%
LC
770
Lindbrook Capital
California
$695K +$5.88K +62 +1%
MCIA
771
Mountain Capital Investment Advisors
Colorado
$695K +$31.3K +330 +6%
FNBT
772
FineMark National Bank & Trust
Florida
$687K +$597K +6,298 New
PWA
773
Phoenix Wealth Advisors
North Carolina
$680K +$592K +6,238 New
IC
774
Inverness Counsel
New York
$679K +$591K +6,228 New
PP
775
PDS Planning
Ohio
$677K +$13.5K +142 +2%