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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1351
Carret Asset Management
New York
$305K -$34.8K -500 -11%
FTIS
1352
First Trust Investment Solutions
Florida
$305K -$507K -7,301 -64%
MA
1353
Montag & Associates
Georgia
$305K -$278 -4 -0.1%
GBWM
1354
Granite Bay Wealth Management
New Hampshire
$304K -$156K -2,245 -35%
SIM
1355
SSI Investment Management
California
$303K -$348 -5 -0.1%
UAG
1356
United Advisor Group
Ohio
$303K +$18.1K +261 +7%
EWM
1357
Evercore Wealth Management
New York
$302K +$289K +4,161 New
DCM
1358
Dimension Capital Management
Florida
$302K -$8.2K -118 -3%
FBC
1359
Fairfield, Bush & Co
Connecticut
$300K +$287K +4,127 New
GQG Partners
1360
GQG Partners
Florida
$299K -$1.56B -22,419,334 -100%
TSMHT
1361
Thurston Springer Miller Herd & Titak
Indiana
$299K +$286K +4,116 New
AFAS
1362
Acorn Financial Advisory Services
Virginia
$298K +$973 +14 +0.3%
TFF
1363
The Family Firm
Maryland
$297K
CCA
1364
Childress Capital Advisors
Texas
$296K -$49.7K -715 -15%
WFI
1365
West Family Investments
California
$296K
LFA
1366
Legacy Financial Advisors
Kentucky
$296K -$5.91K -85 -2%
CC
1367
Callan Capital
California
$296K -$19.7K -283 -7%
GA
1368
Geller Advisors
New York
$295K +$19.7K +284 +8%
WPWM
1369
Western Pacific Wealth Management
Illinois
$295K +$54.9K +790 +24%
LWM
1370
LJI Wealth Management
Indiana
$294K +$281K +4,046 New
NCM
1371
Northwest Capital Management
Oregon
$292K
PMG
1372
ProVise Management Group
Florida
$291K
WI
1373
Wintrust Investments
Illinois
$291K +$8.97K +129 +3%
PCM
1374
Palisade Capital Management
New Jersey
$291K +$278K +4,000 New
PA
1375
PFW Advisors
Georgia
$290K -$8.13K -117 -3%