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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1226
Sequoia Financial Advisors
Ohio
$514K +$45.9K +592 +10%
SMC
1227
Smith, Moore & Co
Missouri
$512K +$511K +6,598 New
Dodge & Cox
1228
Dodge & Cox
California
$510K -$51.1K -660 -9%
LWAC
1229
Laurel Wealth Advisors (California)
California
$507K +$507K +6,541 New
NAM
1230
Nichols Asset Management
Massachusetts
$503K
VFS
1231
VSR Financial Services
Kansas
$503K +$204K +2,636 +68%
VF
1232
Virtu Financial
New York
$503K +$503K +6,491 New
HHGA
1233
Halbert Hargrove Global Advisors
California
$502K -$144K -1,859 -22%
PWLP
1234
Prio Wealth Limited Partnership
Massachusetts
$499K +$8.21K +106 +2%
GW
1235
GW & Wade
Massachusetts
$498K -$64.1K -828 -11%
NFG
1236
Next Financial Group
Texas
$491K +$24.2K +312 +5%
FIM
1237
Freedom Investment Management
Connecticut
$489K -$102K -1,312 -17%
GIA
1238
GHP Investment Advisors
Colorado
$485K +$485K +6,259 New
UBWV
1239
United Bank (West Virginia)
West Virginia
$471K
CA
1240
Callahan Advisors
Texas
$468K +$38.7K +500 +9%
WB
1241
Webster Bank
Connecticut
$468K +$467K +6,029 New
GCA
1242
Gideon Capital Advisors
New York
$465K -$1.31M -16,923 -74%
WDA
1243
Wendell David Associates
New Hampshire
$462K +$7.75K +100 +2%
CG
1244
Colony Group
Massachusetts
$458K -$44.6K -576 -9%
WTB
1245
Washington Trust Bank
Washington
$455K +$27.9K +360 +7%
SIG
1246
Schooner Investment Group
Pennsylvania
$454K -$1.08M -14,000 -70%
KP
1247
Keel Point
Alabama
$450K +$77 +1 +0%
FIMG
1248
Financial & Investment Management Group
Michigan
$450K +$450K +5,805 New
GAM
1249
Gotham Asset Management
New York
$447K -$589K -7,606 -57%
Squarepoint
1250
Squarepoint
New York
$447K +$447K +5,765 New