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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
401
Gideon Capital Advisors
New York
$273K +$254K +6,828 New
Chevy Chase Trust
402
Chevy Chase Trust
Maryland
$268K -$11.2K -300 -4%
FTIOP
403
Fiduciary Trust International of Pennsylvania
Pennsylvania
$267K -$203K -5,435 -45%
AP
404
Advisor Partners
California
$265K -$6.56K -176 -3%
RWA
405
RGT Wealth Advisors
Texas
$265K +$1.98K +53 +0.8%
BF
406
BOK Financial
Oklahoma
$264K -$90.8K -2,437 -27%
Nuveen Fund Advisors
407
Nuveen Fund Advisors
Illinois
$262K -$117K -3,149 -32%
Thrivent Financial for Lutherans
408
Thrivent Financial for Lutherans
Minnesota
$256K +$188K +5,047 +372%
WIC
409
Woodmont Investment Counsel
Tennessee
$255K -$5.59K -150 -2%
CS
410
Comerica Securities
Michigan
$255K – – –
PTC
411
Private Trust Company
Ohio
$253K -$1.27K -34 -0.5%
RE
412
RBC Europe
United Kingdom
$253K +$236K +6,329 New
HAG
413
HighPoint Advisor Group
Illinois
$250K – – –
EFS
414
Essex Financial Services
Connecticut
$246K -$28K -750 -11%
DRD
415
Dennis R. Delaney
$245K – – –
LW
416
Linscomb Wealth
Texas
$239K -$44.5K -1,194 -17%
MLL
417
Moody Lynn & Lieberson
Massachusetts
$239K +$5.59K +150 +3%
WG
418
Welch Group
Alabama
$239K +$11.2K +300 +5%
SWP
419
Stratos Wealth Partners
Ohio
$237K -$12.9K -347 -6%
WS
420
Wedbush Securities
California
$237K +$5.07K +136 +2%
PGFC
421
Peapack-Gladstone Financial Corp
New Jersey
$231K – – –
IAA
422
Independent Advisor Alliance
North Carolina
$230K -$156K -4,190 -44%
BAM
423
Belpointe Asset Management
Nevada
$230K +$214K +5,751 New
Baird Financial Group
424
Baird Financial Group
Wisconsin
$229K -$51.7K -1,388 -20%
BAS
425
Brown Advisory Securities
Maryland
$228K -$32K -859 -13%