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Name Holding Trade Value Shares
Change
Change in
Stake
PA
926
Probity Advisors
Texas
$379K -$11.5K -73 -3%
ACI
927
Alpha Cubed Investments
California
$376K +$11.5K +73 +3%
IA
928
IFP Advisors
Florida
$374K – – –
GLA
929
Good Life Advisors
Pennsylvania
$374K +$8.34K +53 +2%
PI
930
PineBridge Investments
New York
$373K -$6.93K -44 -2%
IMOV
931
Investment Management of Virginia
Virginia
$372K – – –
Fayez Sarofim & Co
932
Fayez Sarofim & Co
Texas
$371K -$55.7K -354 -12%
TNBTD
933
Trustmark National Bank Trust Department
Mississippi
$370K – – –
BFO
934
Biltmore Family Office
North Carolina
$368K +$4.88K +31 +1%
BFA
935
Brendel Financial Advisors
New Hampshire
$367K – – –
BAM
936
Belpointe Asset Management
Nevada
$366K -$20.2K -128 -5%
EWA
937
EverSource Wealth Advisors
Alabama
$366K +$19K +121 +5%
YWP
938
YorkBridge Wealth Partners
New York
$365K – – –
MPW
939
MA Private Wealth
California
$363K -$198K -1,258 -34%
SWM
940
Spire Wealth Management
Virginia
$362K -$273K -1,735 -41%
PCS
941
Personal CFO Solutions
New Jersey
$359K +$22.2K +141 +6%
SPC
942
Stewart & Patten Company
California
$358K – – –
PT
943
Plimoth Trust
Massachusetts
$357K -$13.1K -83 -3%
HT
944
Heritage Trust
Oklahoma
$356K -$14.2K -90 -4%
ST
945
Smithfield Trust
Pennsylvania
$356K -$787 -5 -0.2%
AF
946
Allworth Financial
California
$354K -$11.2K -71 -3%
JSC
947
Jackson Square Capital
California
$354K – – –
MLL
948
Moody Lynn & Lieberson
Massachusetts
$354K – – –
WP
949
WMS Partners
Maryland
$354K +$315 +2 +0.1%
WSCM
950
Wellington Shields Capital Management
New York
$351K – – –