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Name Holding Trade Value Shares
Change
Change in
Stake
GT
351
Greenleaf Trust
Michigan
$274K +$8.33K +117 +3%
HJIM
352
Henry James International Management
New York
$273K – – –
PWP
353
Pursue Wealth Partners
California
$267K – – –
DWT
354
Dorsey & Whitney Trust
South Dakota
$267K +$32.3K +454 +14%
BWM
355
Baron Wealth Management
Michigan
$265K +$5.83K +82 +2%
SS
356
Simplicity Solutions
Minnesota
$263K +$16.7K +234 +7%
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
$260K +$4.98K +70 +2%
PA
358
Parallel Advisors
California
$259K +$1.28K +18 +0.5%
SIA
359
Schechter Investment Advisors
Michigan
$258K +$10K +141 +4%
Mitsubishi UFJ Trust & Banking
360
Mitsubishi UFJ Trust & Banking
Japan
$258K +$4.77K +67 +2%
CG
361
Caprock Group
Idaho
$257K +$260K +3,650 New
EAM
362
Exane Asset Management
France
$251K +$252K +3,547 New
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$249K -$20.7K -291 -8%
ECM
364
Evergreen Capital Management
Washington
$247K +$39.1K +550 +19%
PNC
365
Park National Corp
Ohio
$246K – – –
LAS
366
LWM Advisory Services
Florida
$246K +$247K +3,469 New
Balyasny Asset Management
367
Balyasny Asset Management
Illinois
$245K -$969K -13,616 -80%
DP
368
Dearborn Partners
Illinois
$244K -$7.47K -105 -3%
CB
369
Commerce Bank
Missouri
$244K +$246K +3,456 New
BBW
370
Blue Barn Wealth
Utah
$240K +$243K +3,408 New
KPWS
371
Kestra Private Wealth Services
Texas
$237K +$239K +3,365 New
MA
372
Montag & Associates
Georgia
$235K – – –
LCWP
373
Legacy Capital Wealth Partners
Arkansas
$234K +$236K +3,319 New
First Trust Advisors
374
First Trust Advisors
Illinois
$234K -$2.83M -39,779 -92%
PHS
375
Pekin Hardy Strauss
Illinois
$231K -$3.2K -45 -1%