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Name Holding Trade Value Shares
Change
Change in
Stake
HI
901
Horizon Investments
North Carolina
$5.05M +$273K +1,475 +7%
CCM
902
Coldstream Capital Management
Washington
$5M +$1.36M +7,319 +50%
TPM
903
Triasima Portfolio Management
Quebec, Canada
$5M +$1.26M +6,817 +45%
GWM
904
Geneos Wealth Management
Colorado
$5M +$267K +1,439 +7%
SWM
905
SeaCrest Wealth Management
New York
$4.98M +$308K +1,665 +8%
PCIG
906
Partners Capital Investment Group
Massachusetts
$4.97M -$5.72M -30,888 -58%
DT
907
Diversified Trust
Tennessee
$4.96M +$1.46M +7,857 +56%
BA
908
Ballast Advisors
Minnesota
$4.94M +$847K +4,571 +27%
PCM
909
Prelude Capital Management
New York
$4.93M +$2.53M +13,640 +168%
BO
910
Bank OZK
Arkansas
$4.92M -$472K -2,549 -10%
SFS
911
Sowell Financial Services
Arkansas
$4.92M +$741 +4 +0%
VWM
912
Venturi Wealth Management
Texas
$4.91M +$153K +828 +4%
SSA
913
SSA Swiss Advisors
$4.88M +$1.09M +5,895 +40%
HC
914
Henshaw Capital
Massachusetts
$4.87M -$438K -2,367 -10%
HGP
915
Haven Global Partners
Georgia
$4.87M -$38.2K -206 -0.9%
LFS
916
Leibman Financial Services
Nebraska
$4.85M -$642K -3,464 -14%
DCM
917
Donaldson Capital Management
Indiana
$4.85M +$375K +2,026 +10%
IA
918
IFP Advisors
Florida
$4.84M +$127K +688 +3%
BS
919
Biglari Sardar
$4.83M -$1M -5,414 -20%
MAM
920
Mirabaud Asset Management
United Kingdom
$4.78M -$284K -1,534 -7%
PRS
921
Pinkerton Retirement Specialists
Idaho
$4.78M -$224K -1,211 -5%
FFA
922
Farther Finance Advisors
California
$4.77M +$1.47M +7,923 +60%
Ensign Peak Advisors
923
Ensign Peak Advisors
Utah
$4.76M -$782K -4,219 -17%
CAM
924
Cypress Asset Management
Texas
$4.73M +$3.71K +20 +0.1%
AF
925
Advisornet Financial
Minnesota
$4.73M +$142K +766 +4%