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Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
1026
Fayez Sarofim & Co
Texas
$791K +$326K +1,115 +64%
WWM
1027
WT Wealth Management
Arizona
$791K +$837K +2,867 New
FWM
1028
Frontier Wealth Management
Missouri
$789K -$29.2K -100 -3%
FMLI
1029
Fukoku Mutual Life Insurance
Japan
$785K -$467K -1,600 -36%
OSIA
1030
O'Shares Investment Advisers
Massachusetts
$783K -$87K -298 -10%
FPA
1031
First Pacific Advisors
California
$774K
CCMG
1032
Clark Capital Management Group
Pennsylvania
$773K +$77.4K +265 +10%
RT
1033
Rockland Trust
Massachusetts
$772K -$38K -130 -4%
KMWM
1034
Keudell/Morrison Wealth Management
Oregon
$772K +$4.96K +17 +0.6%
TAM
1035
Tradition Asset Management
Virginia
$766K +$7.3K +25 +0.9%
FAIM
1036
Financial Advocates Investment Management
Washington
$754K -$17.2K -59 -2%
OMC
1037
Overbrook Management Corp
New York
$752K
BCA
1038
Bray Capital Advisors
Florida
$751K
MCM
1039
Manchester Capital Management
Vermont
$746K
PTB
1040
Pioneer Trust Bank
Oregon
$746K
WWM
1041
Western Wealth Management
Colorado
$744K +$77.7K +266 +11%
CRWM
1042
Castle Rock Wealth Management
California
$738K -$102K -351 -12%
MWM
1043
Modera Wealth Management
New Jersey
$733K -$74.2K -254 -9%
VFA
1044
Voya Financial Advisors
Connecticut
$729K -$14.3K -49 -2%
FNBOH
1045
First National Bank of Hutchinson
Kansas
$729K +$42.9K +147 +6%
SS
1046
Sunbelt Securities
Texas
$728K +$93.1K +319 +14%
TRAM
1047
Tuscan Ridge Asset Management
Illinois
$728K +$769K +2,634 New
BMC
1048
Beaton Management Company
Massachusetts
$727K -$8.76K -30 -1%
BAM
1049
Belpointe Asset Management
Nevada
$726K +$335K +1,146 +77%
WCA
1050
Waratah Capital Advisors
Ontario, Canada
$725K +$766K +2,623 New