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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
651
Silverleafe Capital Partners
Tennessee
$1.04M +$1.12M +6,941 New
FIA
652
Foundations Investment Advisors
Arizona
$1.04M -$241K -1,492 -18%
KC
653
Karras Company
Utah
$1.02M -$21.5K -133 -2%
GLA
654
Great Lakes Advisors
Illinois
$1.01M -$6.31K -39 -0.6%
BMSSC
655
B. Metzler seel. Sohn & Co
Germany
$1M -$2.08M -12,824 -66%
SWM
656
Segment Wealth Management
Texas
$988K +$117K +720 +12%
SF
657
Sun Financial
Utah
$982K +$49.4K +305 +5%
ACA
658
Atlas Capital Advisors
Wyoming
$978K -$9.06K -56 -0.9%
HI
659
Harbour Investments
Wisconsin
$966K +$523K +3,231 +101%
CA
660
Callahan Advisors
Texas
$963K +$197K +1,218 +23%
BBHC
661
Brown Brothers Harriman & Co
New York
$958K +$314K +1,938 +44%
HWM
662
Hohimer Wealth Management
Washington
$942K +$1.01M +6,266 New
PCIA
663
Prime Capital Investment Advisors
Kansas
$941K -$23.8K -147 -2%
VAS
664
Vestmark Advisory Solutions
Massachusetts
$940K +$32.9K +203 +3%
CIS
665
Custom Index Systems
New York
$939K -$408K -2,521 -29%
MYAM
666
Meiji Yasuda Asset Management
Japan
$934K +$1.01M +6,216 New
SWM
667
Shelton Wealth Management
Texas
$934K +$721K +4,455 +254%
KB
668
Kimelman & Baird
New York
$932K – – –
SI
669
Symmetry Investments
Jersey
$932K +$1M +6,200 New
SI
670
Stephens Inc
Arkansas
$932K +$195K +1,202 +24%
IAS
671
Insigneo Advisory Services
Florida
$922K +$125K +770 +14%
IFG
672
Independent Financial Group
California
$921K +$194K +1,198 +24%
GT
673
Greenleaf Trust
Michigan
$914K -$12K -74 -1%
EI
674
Ethic Inc
New York
$914K -$35.9K -222 -4%
ECM
675
Ethos Capital Management
Pennsylvania
$913K -$160K -987 -14%