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Name Holding Trade Value Shares
Change
Change in
Stake
BP
551
Ballentine Partners
Massachusetts
$657K +$131K +683 +28%
4WM
552
44 Wealth Management
Oregon
$652K -$4.04K -21 -0.7%
FAFN
553
First Affirmative Financial Network
Colorado
$652K +$52.1K +271 +10%
GC
554
Gilbert & Cook
Iowa
$650K +$15.2K +79 +3%
SBCM
555
Schwerin Boyle Capital Management
Massachusetts
$648K -$83.8K -436 -12%
FFA
556
Florida Financial Advisors
Florida
$639K +$138K +719 +31%
SWP
557
Sagespring Wealth Partners
Tennessee
$634K +$161K +835 +38%
ECM
558
Everence Capital Management
Indiana
$632K
GCM
559
Galibier Capital Management
Ontario, Canada
$623K
WF
560
Welch & Forbes
Massachusetts
$614K -$385 -2 -0.1%
CFO
561
Callan Family Office
Pennsylvania
$607K +$558K +2,901 New
NA
562
NewEdge Advisors
Louisiana
$604K -$124K -646 -18%
PDL
563
Portfolio Design Labs
California
$601K -$127K -662 -19%
DC
564
Davenport & Co
Virginia
$601K -$12.1K -63 -2%
HIS
565
Harvest Investment Services
Illinois
$599K -$316K -1,644 -37%
SRL
566
Scientech Research LLC
New Jersey
$587K +$539K +2,802 New
MFAM
567
Motley Fool Asset Management
Virginia
$582K -$11.5K -60 -2%
CPCPP
568
Canada Post Corporation Pension Plan
Canada
$580K +$532K +2,769 New
PL
569
Perpetual Ltd
Australia
$576K -$171K -890 -24%
ACA
570
Atlas Capital Advisors
Wyoming
$576K
IFU
571
iSAM Funds (UK)
United Kingdom
$574K +$66.7K +347 +15%
TC
572
TownSquare Capital
Utah
$573K -$4.36M -22,656 -89%
CPIG
573
Chicago Partners Investment Group
Illinois
$570K +$74.8K +389 +17%
MYIA
574
Mount Yale Investment Advisors
Colorado
$563K +$121K +627 +30%
CCG
575
Cypress Capital Group
Florida
$563K +$517K +2,688 New