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Name Holding Trade Value Shares
Change
Change in
Stake
GA
826
Greenspring Advisors
Maryland
$253K – – –
EB
827
Exchange Bank
California
$253K – – –
Hancock Whitney
828
Hancock Whitney
Mississippi
$253K -$48K -150 -15%
Principal Securities
829
Principal Securities
Iowa
$253K +$278K +868 New
Fayez Sarofim & Co
830
Fayez Sarofim & Co
Texas
$252K -$219K -684 -46%
WA
831
Wealthstream Advisors
New York
$251K +$65.6K +205 +31%
KBFS
832
Kohmann Bosshard Financial Services
Ohio
$250K – – –
NA
833
Navellier & Associates
Nevada
$249K – – –
CFFP
834
Center for Financial Planning
Michigan
$248K – – –
Welch & Forbes
835
Welch & Forbes
Massachusetts
$248K – – –
HTHT
836
Hemenway Trust Hemenway Trust
New Hampshire
$247K – – –
1WA
837
180 Wealth Advisors
Washington
$247K +$64.7K +202 +31%
WC
838
Waterloo Capital
Texas
$247K +$271K +847 New
Benjamin F. Edwards & Company
839
Benjamin F. Edwards & Company
Missouri
$246K +$271K +847 New
PP
840
PDS Planning
Ohio
$243K -$2.24K -7 -0.8%
Venture Visionary Partners
841
Venture Visionary Partners
Ohio
$243K +$20.8K +65 +8%
PP
842
Paloma Partners
Connecticut
$241K +$265K +828 New
EFG
843
Everhart Financial Group
Ohio
$240K -$16K -50 -6%
Arax Advisory Partners
844
Arax Advisory Partners
Colorado
$237K +$92.5K +289 +55%
RWA
845
River Wealth Advisors
Pennsylvania
$237K +$35.2K +110 +16%
FW
846
FirstPurpose Wealth
Utah
$237K -$1.6K -5 -0.6%
MAM
847
McLean Asset Management
Virginia
$235K -$8.64K -27 -3%
SFG
848
StrategIQ Financial Group
Indiana
$235K -$320 -1 -0.1%
SP
849
Systematic Portfolios
New York
$234K +$258K +805 New
CIS
850
Connors Investor Services
Pennsylvania
$233K – – –