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Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
826
Chas P. Smith & Associates (CPS)
Florida
$347K – – –
Equitable Holdings
827
Equitable Holdings
New York
$347K +$2.94K +8 +0.8%
CCA
828
Cobblestone Capital Advisors
New York
$342K – – –
Forum Financial Management
829
Forum Financial Management
Illinois
$341K +$14.7K +40 +4%
TPA
830
Trivium Point Advisory
Connecticut
$341K +$349K +949 New
TPI
831
Trust Point Inc
Wisconsin
$340K +$35.3K +96 +11%
Maven Securities
832
Maven Securities
Jersey
$338K -$203K -553 -37%
Fiduciary Trust
833
Fiduciary Trust
Massachusetts
$338K +$34.9K +95 +11%
WWC
834
Waypoint Wealth Counsel
Georgia
$335K +$2.57K +7 +0.8%
Evergreen Capital Management
835
Evergreen Capital Management
Washington
$333K +$368 +1 +0.1%
ATC
836
Argent Trust Co
Tennessee
$332K – – –
Belpointe Asset Management
837
Belpointe Asset Management
Nevada
$332K -$16.9K -46 -5%
Todd Asset Management
838
Todd Asset Management
Kentucky
$331K – – –
LFA
839
Legacy Financial Advisors
Kentucky
$331K -$11.8K -32 -3%
ST
840
Sabal Trust
Florida
$330K – – –
PTB
841
Pioneer Trust Bank
Oregon
$330K – – –
Brookstone Capital Management
842
Brookstone Capital Management
Illinois
$329K -$24.3K -66 -7%
Choate Investment Advisors
843
Choate Investment Advisors
Massachusetts
$329K +$30.2K +82 +10%
EI
844
Ellevest Inc
New York
$327K +$4.04K +11 +1%
OMIC
845
Old Mission Investment Co
Michigan
$325K – – –
FMLI
846
Fukoku Mutual Life Insurance
Japan
$324K – – –
BIM
847
Baldwin Investment Management
Pennsylvania
$323K -$184K -500 -36%
RFO
848
RiverGlades Family Offices
Florida
$323K – – –
WIA
849
Westbourne Investment Advisors
Maryland
$323K – – –
CFG
850
Cooper Financial Group
California
$323K -$564K -1,534 -63%