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Name Holding Trade Value Shares
Change
Change in
Stake
SPFA
1201
Summit Place Financial Advisors
New Jersey
$2.19M -$119K -961 -5%
WANY
1202
Wealthspire Advisors (New York)
New York
$2.19M -$997K -8,043 -30%
STC
1203
Sarah T. Connolly
$2.18M
TAM
1204
Taurus Asset Management
New York
$2.18M -$99.2K -800 -4%
Dodge & Cox
1205
Dodge & Cox
California
$2.18M -$15.4K -124 -0.7%
HCP
1206
Holt Capital Partners
Texas
$2.18M -$62K -500 -3%
SFS
1207
Stiles Financial Services
Minnesota
$2.18M +$111K +898 +5%
JF
1208
Jump Financial
Illinois
$2.17M -$212K -1,712 -9%
MC
1209
Maverick Capital
Texas
$2.17M +$2.28M +18,357 New
WI
1210
Wintrust Investments
Illinois
$2.16M +$2.27M +18,286 New
AIA
1211
AIMZ Investment Advisors
California
$2.16M -$74.3K -599 -3%
FI
1212
Fosun International
China
$2.15M +$384K +3,100 +21%
FFC
1213
First Financial Corp
Indiana
$2.15M +$42.8K +345 +2%
AWM
1214
Avior Wealth Management
Nebraska
$2.14M +$116K +934 +5%
TA
1215
Tectonic Advisors
Texas
$2.14M -$12.4K -100 -0.6%
LC
1216
LCNB Corp
Ohio
$2.13M +$109K +880 +5%
OPW
1217
Oxler Private Wealth
New York
$2.12M +$7.56K +61 +0.3%
VIA
1218
Vident Investment Advisory
Georgia
$2.12M -$1.06M -8,560 -32%
FUBT
1219
First United Bank & Trust
Maryland
$2.12M -$80.6K -650 -4%
TAM
1220
Trust Asset Management
Texas
$2.11M +$81.9K +661 +4%
PL
1221
Plancorp LLC
Missouri
$2.1M -$82.6K -666 -4%
CCB
1222
Country Club Bank
Missouri
$2.1M +$2.16M +17,461 New
SAMC
1223
Spectrum Asset Management (California)
California
$2.09M +$6.2K +50 +0.3%
MIAN
1224
Mariner Independent Advisor Network
Kansas
$2.09M +$763K +6,158 +53%
AWCI
1225
Alpine Woods Capital Investors
New York
$2.09M -$33.1K -267 -1%