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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
701
Buckingham Strategic Wealth
Missouri
$237K +$471 +8 +0.2%
MHS
702
M Holdings Securities
Oregon
$236K +$26.3K +446 +13%
AHC
703
Adell Harriman & Carpenter
Texas
$235K -$27.8K -472 -11%
CFA
704
Carroll Financial Associates
North Carolina
$234K +$59 +1 +0%
TNBTD
705
Trustmark National Bank Trust Department
Mississippi
$234K +$20.8K +353 +10%
PMFA
706
Plante Moran Financial Advisors
Michigan
$234K +$32K +543 +16%
FIM
707
Freedom Investment Management
Connecticut
$232K +$12.8K +218 +6%
BMC
708
Benin Management Corp
Connecticut
$231K
BIM
709
Bridges Investment Management
Nebraska
$231K +$228K +3,867 New
RWA
710
Ropes Wealth Advisors
Massachusetts
$229K +$3.06K +52 +1%
MCM
711
Manchester Capital Management
Vermont
$228K
GIA
712
GHP Investment Advisors
Colorado
$227K +$7.72K +131 +4%
Allianz Asset Management
713
Allianz Asset Management
Germany
$224K -$903K -15,331 -80%
TAM
714
Tocqueville Asset Management
New York
$221K
WA
715
Waverly Advisors
Alabama
$218K -$8.19K -139 -4%
AIA
716
Avalon Investment & Advisory
Texas
$218K
Mariner
717
Mariner
Kansas
$217K +$6.42K +109 +3%
LSV Asset Management
718
LSV Asset Management
Illinois
$216K +$214K +3,636 New
SA
719
SRH Advisors
Kansas
$215K
PAIA
720
Park Avenue Institutional Advisers
New York
$214K
HB
721
Homrich & Berg
Georgia
$213K +$210K +3,565 New
BBHC
722
Brown Brothers Harriman & Co
New York
$209K -$53K -900 -20%
SPC
723
Sigma Planning Corp
Michigan
$209K -$1.47K -25 -0.7%
SIG
724
Schooner Investment Group
Pennsylvania
$209K
PCM
725
Prelude Capital Management
New York
$207K