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Name Holding Trade Value Shares
Change
Change in
Stake
HI
776
Harrington Investments
California
$249K +$238K +455 New
BA
777
Bristlecone Advisors
Washington
$247K +$237K +452 New
JCM
778
Jacobi Capital Management
Pennsylvania
$246K -$143K -273 -38%
PWM
779
Perigon Wealth Management
California
$244K -$36.7K -70 -14%
TCA
780
Transcend Capital Advisors
New Jersey
$244K +$234K +446 New
PA
781
Procyon Advisors
Connecticut
$243K +$233K +445 New
SWP
782
Strategic Wealth Partners
Ohio
$243K +$233K +445 New
IPAM
783
ICICI Prudential Asset Management
India
$242K +$66.5K +127 +40%
IAN
784
Integrated Advisors Network
Texas
$240K -$158K -301 -41%
IA
785
Inspire Advisors
Idaho
$240K +$230K +440 New
EWM
786
Executive Wealth Management
Michigan
$239K +$229K +437 New
NB
787
Nicolet Bankshares
Wisconsin
$233K +$223K +426 New
SRC
788
Shufro Rose & Co
New York
$232K +$223K +425 New
SCM
789
SevenOneSeven Capital Management
Pennsylvania
$232K +$222K +424 New
1WM
790
1900 Wealth Management
Texas
$231K +$222K +423 New
HTHT
791
Hemenway Trust Hemenway Trust
New Hampshire
$228K +$218K +417 New
FVWA
792
Foster Victor Wealth Advisors
South Carolina
$228K +$200K +382 New
SIG
793
Stonegate Investment Group
Alabama
$227K +$218K +416 New
FMTC
794
Farmers & Merchants Trust Company
California
$227K +$218K +416 New
JE
795
JMAC Enterprises
Pennsylvania
$227K -$102K -194 -32%
AWAU
796
Alliance Wealth Advisors (Utah)
Utah
$226K +$217K +414 New
DWM
797
Drive Wealth Management
Utah
$225K +$216K +412 New
MPCG
798
Matrix Private Capital Group
New York
$223K +$214K +409 New
TA
799
Tectonic Advisors
Texas
$223K +$214K +409 New
FW
800
FirstPurpose Wealth
Utah
$221K +$212K +404 New