Name Holding Trade Value Shares
Change
Change in
Stake
ILI
1226
Invesco LLC (Illinois)
Illinois
$2.35M +$147K +1,117 +7%
HSA
1227
HBK Sorce Advisory
Pennsylvania
$2.35M -$710K -5,406 -23%
TFA
1228
Teamwork Financial Advisors
Texas
$2.35M -$1.13M -8,590 -33%
WWM
1229
Wolff Wiese Magana
California
$2.35M +$1.84K +14 +0.1%
MA
1230
Mutual Advisors
Nebraska
$2.35M +$250K +1,907 +11%
CTFG
1231
Capstone Triton Financial Group
Oklahoma
$2.35M -$7.35K -56 -0.3%
CIAS
1232
CFS Investment Advisory Services
New Jersey
$2.35M -$25.7K -196 -1%
AF
1233
Arrow Financial
New York
$2.34M -$72.2K -550 -3%
FIA
1234
Foundations Investment Advisors
Arizona
$2.33M +$865K +6,588 +61%
AWM
1235
Aries Wealth Management
Maine
$2.33M -$131 -1 -0%
GWM
1236
GSB Wealth Management
Connecticut
$2.33M -$17.1K -130 -0.7%
VHAM
1237
Van Hulzen Asset Management
California
$2.33M -$25.5K -194 -1%
Dodge & Cox
1238
Dodge & Cox
California
$2.32M – – –
SNBOSCI
1239
Security National Bank of Sioux City Iowa
Iowa
$2.32M -$182K -1,390 -7%
TFS
1240
Thoroughbred Financial Services
Tennessee
$2.32M +$28.6K +218 +1%
SC
1241
Searle & Co
Connecticut
$2.31M -$23.9K -182 -1%
EM
1242
ELCO Management
New York
$2.31M – – –
OPW
1243
Oxler Private Wealth
New York
$2.31M +$9.71K +74 +0.4%
SFA
1244
Souders Financial Advisors
Ohio
$2.3M -$19.4K -148 -0.9%
SAM
1245
Sectoral Asset Management
Quebec, Canada
$2.3M +$263K +2,000 +13%
ICP
1246
Interchange Capital Partners
Pennsylvania
$2.29M +$181K +1,380 +9%
QI
1247
Qtron Investments
Massachusetts
$2.29M -$240K -1,831 -10%
AL
1248
Aspiriant LLC
California
$2.28M -$27K -206 -1%
SWGC
1249
Summit Wealth Group (Colorado)
Colorado
$2.27M +$2.83M +21,560 +1,125%
CPWA
1250
Cerro Pacific Wealth Advisors
California
$2.27M -$411K -3,128 -16%