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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
801
Cresset Asset Management
Illinois
$323K -$33.6K -633 -9%
FANJ
802
Financial Architects (New Jersey)
New Jersey
$323K
CST
803
Charles Schwab Trust
Nevada
$322K +$18.4K +346 +6%
HCA
804
Horan Capital Advisors
Ohio
$320K
KCM
805
Kanawha Capital Management
Virginia
$319K +$31.8K +600 +11%
PP
806
Patten & Patten
Tennessee
$317K +$11.7K +221 +4%
FMLI
807
Fukoku Mutual Life Insurance
Japan
$317K +$42.5K +800 +15%
FLI
808
Family Legacy Inc
South Carolina
$315K +$318K +6,000 New
BW
809
Bison Wealth
Georgia
$312K -$2.81K -53 -0.9%
PB
810
Pinnacle Bancorp
Nebraska
$312K
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$312K +$17K +321 +6%
FA
812
Faithward Advisors
Pennsylvania
$312K +$313K +5,896 New
HR
813
Hayden Royal
North Carolina
$309K +$19.1K +359 +6%
OIA
814
OneDigital Investment Advisors
Kansas
$308K -$4.09K -77 -1%
KA
815
Kovack Advisors
Florida
$305K -$21.3K -401 -6%
AFC
816
AFT Forsyth & Company
Florida
$304K
IAS
817
Investment Advisory Services
Texas
$304K +$305K +5,753 New
PL
818
Plancorp LLC
Missouri
$302K -$1.11K -21 -0.4%
FIM
819
Frontier Investment Management
Texas
$302K +$67.5K +1,271 +29%
AWM
820
Altium Wealth Management
New York
$300K -$36.1K -681 -11%
OAM
821
Optimal Asset Management
California
$300K +$301K +5,672 New
FC
822
Ferris Capital
Massachusetts
$293K
Grantham, Mayo, Van Otterloo & Co (GMO)
823
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$291K -$7.43M -139,925 -96%
HKAM
824
Horizon Kinetics Asset Management
New York
$288K
MCM
825
Maple Capital Management
Vermont
$288K