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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
851
Crestwood Advisors Group
Massachusetts
$330K -$21.4K -169 -6%
VFP
852
Vested Financial Planning
California
$330K +$41.2K +325 +15%
EWA
853
EP Wealth Advisors
California
$329K -$37.6K -297 -11%
MMCM
854
Murphy & Mullick Capital Management
New York
$328K -$18.6K -147 -6%
PAM
855
Panagora Asset Management
Massachusetts
$328K -$110K -867 -26%
HNB
856
Huntington National Bank
Ohio
$327K -$39K -308 -11%
PFS
857
Prospera Financial Services
Texas
$323K +$49.4K +390 +19%
PL
858
Perpetual Ltd
Australia
$320K -$1.88M -14,818 -86%
EI
859
Ellevest Inc
New York
$320K -$88.4K -698 -22%
IA
860
IFP Advisors
Florida
$317K +$12.5K +99 +4%
AWM
861
Avior Wealth Management
Nebraska
$317K +$61.6K +486 +25%
LIA
862
Limestone Investment Advisors
New York
$317K +$303K +2,395 New
MYAM
863
Meiji Yasuda Asset Management
Japan
$313K -$1.16M -9,123 -79%
CNBOF
864
City National Bank of Florida
Florida
$313K +$299K +2,363 New
FC
865
Forte Capital
New York
$312K -$65.9K -520 -18%
AA
866
Alta Advisers
United Kingdom
$310K – – –
FW
867
FullCircle Wealth
Texas
$308K +$633 +5 +0.2%
LI
868
Lafayette Investments
Maryland
$306K +$46.5K +367 +19%
GS
869
GTS Securities
Florida
$305K -$228K -1,801 -44%
AAA
870
American Alpha Advisors
New York
$304K -$3.29K -26 -1%
MFA
871
Morling Financial Advisors
California
$303K -$128K -1,013 -31%
PP
872
Patron Partners
Texas
$303K +$17.2K +136 +6%
BFO
873
Boston Family Office
Massachusetts
$301K -$1.39K -11 -0.5%
KWA
874
Kingswood Wealth Advisors
California
$300K -$3.8K -30 -1%
PCM
875
Pathway Capital Management
California
$300K +$287K +2,266 New
33 34
35
36 37