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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$291K +$917 +10 +0.3%
HAM
402
Hedges Asset Management
Nevada
$290K +$289K +3,150 New
RIM
403
Redpoint Investment Management
Australia
$288K
CAPTRUST Financial Advisors
404
CAPTRUST Financial Advisors
North Carolina
$279K +$36.4K +397 +15%
IRF
405
IBM Retirement Fund
New York
$277K -$192K -2,098 -41%
AP
406
Advisor Partners
California
$277K +$49.5K +540 +22%
CT
407
Coastline Trust
Rhode Island
$276K
EWM
408
Evercore Wealth Management
New York
$273K
BJL
409
Brighton Jones LLC
Washington
$271K +$3.94K +43 +1%
EF
410
Empirical Finance
Pennsylvania
$269K +$268K +2,925 New
PGIM
411
Pacific Global Investment Management
California
$267K -$12.2K -133 -4%
GDP
412
Great Diamond Partners
Maine
$265K +$6.42K +70 +2%
RC
413
Roundview Capital
New Jersey
$264K -$459 -5 -0.2%
BL
414
Balentine LLC
Georgia
$253K +$12.7K +138 +5%
GT
415
Greenleaf Trust
Michigan
$246K +$2.84K +31 +1%
SICM
416
Sustainable Insight Capital Management
New York
$246K +$245K +2,667 New
ASN
417
Advisory Services Network
Georgia
$245K +$245K +2,672 New
Vontobel Holding
418
Vontobel Holding
Switzerland
$243K -$4.4K -48 -2%
XT
419
XTX Topco
Cayman Islands
$243K +$242K +2,637 New
CIC
420
Carnegie Investment Counsel
Ohio
$242K +$4.22K +46 +2%
TH
421
TCTC Holdings
Texas
$241K
ST
422
Smithfield Trust
Pennsylvania
$240K -$10.4K -113 -4%
GCM
423
Graham Capital Management
Connecticut
$240K +$240K +2,616 New
IC
424
IEQ Capital
California
$238K -$11.5K -125 -5%
TMAM
425
Tokio Marine Asset Management
Japan
$235K +$17.6K +192 +8%