Name Holding Trade Value Shares
Change
Change in
Stake
OC
1351
Oarsman Capital
Wisconsin
$307K -$5.28K -76 -2%
CAM
1352
Carret Asset Management
New York
$305K -$34.8K -500 -11%
FTIS
1353
First Trust Investment Solutions
Florida
$305K -$507K -7,301 -64%
MA
1354
Montag & Associates
Georgia
$305K -$278 -4 -0.1%
GBWM
1355
Granite Bay Wealth Management
New Hampshire
$304K -$156K -2,245 -35%
SIM
1356
SSI Investment Management
California
$303K -$348 -5 -0.1%
UAG
1357
United Advisor Group
Ohio
$303K +$18.1K +261 +7%
EWM
1358
Evercore Wealth Management
New York
$302K +$289K +4,161 New
DCM
1359
Dimension Capital Management
Florida
$302K -$8.2K -118 -3%
FBC
1360
Fairfield, Bush & Co
Connecticut
$300K +$287K +4,127 New
GQG Partners
1361
GQG Partners
Florida
$299K -$1.56B -22,419,334 -100%
TSMHT
1362
Thurston Springer Miller Herd & Titak
Indiana
$299K +$286K +4,116 New
AFAS
1363
Acorn Financial Advisory Services
Virginia
$298K +$973 +14 +0.3%
TFF
1364
The Family Firm
Maryland
$297K – – –
CCA
1365
Childress Capital Advisors
Texas
$296K -$49.7K -715 -15%
WFI
1366
West Family Investments
California
$296K – – –
LFA
1367
Legacy Financial Advisors
Kentucky
$296K -$5.91K -85 -2%
CC
1368
Callan Capital
California
$296K -$19.7K -283 -7%
GA
1369
Geller Advisors
New York
$295K +$19.7K +284 +8%
WPWM
1370
Western Pacific Wealth Management
Illinois
$295K +$54.9K +790 +24%
LWM
1371
LJI Wealth Management
Indiana
$294K +$281K +4,046 New
NCM
1372
Northwest Capital Management
Oregon
$292K – – –
PMG
1373
ProVise Management Group
Florida
$291K – – –
WI
1374
Wintrust Investments
Illinois
$291K +$8.97K +129 +3%
PCM
1375
Palisade Capital Management
New Jersey
$291K +$278K +4,000 New