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Name Holding Trade Value Shares
Change
Change in
Stake
PG
751
Prostatis Group
Maryland
$1.01M +$82.4K +703 +9%
PP
752
PDS Planning
Ohio
$1.01M +$198K +1,686 +25%
FMT
753
First Mercantile Trust
Tennessee
$997K -$377K -3,220 -28%
PP
754
Prudential plc
United Kingdom
$997K +$5.86K +50 +0.6%
NC
755
NinePointTwo Capital
California
$992K
GC
756
Giverny Capital
Quebec, Canada
$990K -$122K -1,037 -11%
EWA
757
Exencial Wealth Advisors
Oklahoma
$990K -$38.2K -326 -4%
BG
758
Bahl & Gaynor
Ohio
$986K
GAG
759
GM Advisory Group
New York
$986K +$23.4K +200 +2%
BCM
760
Birch Capital Management
Texas
$985K
IIC
761
Integrated Investment Consultants
Michigan
$969K +$253K +2,160 +37%
NO
762
Ninety One
South Africa
$956K -$398K -3,400 -30%
MGWM
763
Marks Group Wealth Management
Minnesota
$956K -$31.9K -272 -3%
HCA
764
Harbour Capital Advisors
Virginia
$950K +$7.62K +65 +0.8%
SPC
765
Sigma Planning Corp
Michigan
$939K -$188K -1,604 -17%
RA
766
RiverPark Advisors
New York
$937K +$913K +7,796 New
BCM
767
BTC Capital Management
Iowa
$925K +$132K +1,130 +17%
II
768
Inspire Investing
Idaho
$925K +$336K +2,864 +59%
GIM
769
Greylin Investment Management
Virginia
$923K -$216K -1,845 -19%
JSAM
770
J. Safra Asset Management
New York
$908K
Fayez Sarofim & Co
771
Fayez Sarofim & Co
Texas
$903K +$57.4K +490 +7%
Chevy Chase Trust
772
Chevy Chase Trust
Maryland
$900K +$54.2K +463 +7%
MPCG
773
Matrix Private Capital Group
New York
$897K -$3.28K -28 -0.4%
MFW
774
Meristem Family Wealth
Minnesota
$894K +$60.6K +517 +7%
PAMU
775
Pictet Asset Management (UK)
United Kingdom
$892K -$14.6M -124,317 -75%