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Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
526
Mitchell & Pahl Private Wealth
Oklahoma
$1M +$53.9K +962 +6%
ECM
527
Evergreen Capital Management
Washington
$995K +$3.59K +64 +0.4%
MAM
528
Mystic Asset Management
Rhode Island
$993K +$954K +17,022 New
AFM
529
Abbot Financial Management
Massachusetts
$992K -$31.7K -565 -3%
Lido Advisors
530
Lido Advisors
California
$991K -$137K -2,437 -13%
MFAM
531
Motley Fool Asset Management
Virginia
$990K +$23.3K +416 +3%
JIC
532
Johnson Investment Counsel
Ohio
$988K +$15.7K +280 +2%
AC
533
Abbrea Capital
California
$986K
BSA
534
Bull Street Advisors
Georgia
$984K +$6.45K +115 +0.7%
EWM
535
Empirical Wealth Management
Washington
$981K -$320K -5,718 -25%
WA
536
Waddell & Associates
Tennessee
$974K +$5.55K +99 +0.6%
TBA
537
Tower Bridge Advisors
Pennsylvania
$973K
IAA
538
Independent Advisor Alliance
North Carolina
$973K +$495K +8,838 +113%
SWA
539
Stratos Wealth Advisors
Ohio
$971K +$3.03K +54 +0.3%
S
540
Seeyond
France
$964K -$5.83K -104 -0.6%
EWA
541
Exencial Wealth Advisors
Oklahoma
$964K +$44.3K +790 +5%
FLPIM
542
F.L. Putnam Investment Management
Massachusetts
$960K -$61.9K -1,105 -6%
HCMT
543
Highland Capital Management (Tennessee)
Tennessee
$959K -$66.7K -1,190 -7%
V
544
VeraBank
Texas
$959K
CAM
545
Cozad Asset Management
Illinois
$955K
HIC
546
Hartline Investment Corp
Illinois
$950K -$701K -12,518 -43%
AWM
547
AE Wealth Management
Kansas
$945K +$14.7K +262 +2%
William Blair & Company
548
William Blair & Company
Illinois
$944K -$1.29K -23 -0.1%
KRSITF
549
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$944K +$1.96K +35 +0.2%
SFS
550
Sowell Financial Services
Arkansas
$936K +$110K +1,956 +14%