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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
301
Garrison Asset Management
Arkansas
$947K -$105K -2,003 -10%
EOJOAM
302
E. Ohman J:or Asset Management
Sweden
$945K +$162K +3,100 +20%
SFWA
303
Summit Financial Wealth Advisors
Louisiana
$939K – – –
CCC
304
Chelsea Counsel Company
California
$930K – – –
Creative Planning
305
Creative Planning
Kansas
$915K +$46K +881 +5%
CAN
306
Claraphi Advisory Network
United States
$895K -$39.6K -758 -4%
CGH
307
Crossmark Global Holdings
Texas
$881K -$130K -2,480 -13%
BAMF
308
BI Asset Management Fondsmaeglerselskab
Denmark
$871K – – –
DDC
309
DF Dent & Co
Maryland
$865K -$13.3K -255 -1%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$865K +$111K +2,133 +14%
S
311
Seeyond
France
$864K – – –
CP
312
Camelot Portfolios
Ohio
$856K +$173K +3,313 +25%
NGA
313
Naples Global Advisors
Florida
$839K +$98.2K +1,880 +13%
LSPW
314
Lake Street Private Wealth
Illinois
$836K +$72.3K +1,383 +9%
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$827K +$127K +2,433 +18%
EIA
316
Edgemoor Investment Advisors
Maryland
$820K -$23.5K -450 -3%
ISL
317
Ingalls & Snyder LLC
New York
$813K -$115K -2,209 -12%
SPC
318
Sigma Planning Corp
Michigan
$806K +$82.6K +1,581 +11%
SCM
319
Schnieders Capital Management
California
$792K -$37.9K -725 -4%
PHK
320
Point72 Hong Kong
Hong Kong
$790K +$808K +15,458 New
BMSSC
321
B. Metzler seel. Sohn & Co
Germany
$782K -$677K -12,960 -46%
O
322
Ossiam
France
$782K -$665K -12,728 -45%
PMG
323
ProVise Management Group
Florida
$779K -$134K -2,564 -14%
PA
324
Profund Advisors
Maryland
$770K -$1.37M -26,235 -64%
UCFA
325
United Capital Financial Advisors
Texas
$762K -$42.1K -805 -5%