Name Holding Trade Value Shares
Change
Change in
Stake
FFA
951
Fragasso Financial Advisors
Pennsylvania
$245K +$1.81K +5 +0.7%
Kayne Anderson Rudnick Investment Management
952
Kayne Anderson Rudnick Investment Management
California
$244K -$683K -1,884 -73%
SAI
953
Savvy Advisors Inc
New York
$241K +$245K +675 New
CIA
954
Concurrent Investment Advisors
Florida
$240K +$8.7K +24 +4%
ADL
955
Asset Dedication LLC
California
$240K – – –
KWM
956
Kingsview Wealth Management
Oregon
$237K +$2.17K +6 +0.9%
VF
957
Vest Financial
Virginia
$236K +$33.3K +92 +16%
HFS
958
Hopwood Financial Services
Virginia
$235K – – –
ACM
959
Avalon Capital Management
California
$235K +$239K +660 New
DWA
960
Dougherty Wealth Advisers
Minnesota
$235K – – –
MPM
961
MBB Public Markets
Illinois
$235K -$55.1K -152 -19%
AA
962
Armis Advisers
Georgia
$234K +$362 +1 +0.2%
RFG
963
REAP Financial Group
Texas
$234K +$362 +1 +0.2%
CFFP
964
Center for Financial Planning
Michigan
$233K – – –
UPS
965
UHLMANN PRICE SECURITIES
Illinois
$232K – – –
GCM
966
Goldstream Capital Management
Hong Kong
$232K – – –
HNB
967
Hilltop National Bank
Wyoming
$232K +$235K +649 New
MAA
968
Matrix Asset Advisors
New York
$231K – – –
SIM
969
Sentry Investment Management
Wisconsin
$231K – – –
AIP
970
ARS Investment Partners
New York
$230K +$234K +645 New
SCM
971
Stevens Capital Management
Pennsylvania
$230K +$234K +645 New
CFGW
972
Chancellor Financial Group WB
Pennsylvania
$229K – – –
BIAS
973
Beacon Investment Advisory Services
New Jersey
$228K +$232K +639 New
MSE
974
MUFG Securities EMEA
United Kingdom
$227K +$231K +637 New
Federated Hermes
975
Federated Hermes
Pennsylvania
$227K -$117K -324 -34%