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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Absher Wealth Management
North Carolina
$249K – – –
KWM
827
Kingsview Wealth Management
Oregon
$248K -$38.7K -16 -14%
BMA
828
Brooks Moore & Associates
Tennessee
$247K – – –
HCM
829
Hodges Capital Management
Texas
$247K – – –
PHAM
830
Palisades Hudson Asset Management
Florida
$247K – – –
PAS
831
Professional Advisory Services
Florida
$247K – – –
UB
832
UMB Bank
Missouri
$247K – – –
SSA
833
Schonfeld Strategic Advisors
New York
$247K -$249K -103 -51%
FMLI
834
Fukoku Mutual Life Insurance
Japan
$247K -$99.1K -41 -29%
PFM
835
Parsec Financial Management
North Carolina
$247K – – –
SAM
836
Secure Asset Management
Michigan
$247K – – –
WAL
837
W Advisors LLC
Tennessee
$247K – – –
FCA
838
Fortis Capital Advisors
Kansas
$247K +$242K +100 New
FWMM
839
Foundation Wealth Management (Missouri)
Missouri
$247K +$242K +100 New
MAM
840
McLean Asset Management
Virginia
$245K -$2.42K -1 -1%
AAP
841
Arax Advisory Partners
Colorado
$244K -$33.8K -14 -12%
SWM
842
Seed Wealth Management
Illinois
$239K +$234K +97 New
VWM
843
Vigilare Wealth Management
Arizona
$239K -$55.6K -23 -19%
OWM
844
OneAscent Wealth Management
Alabama
$239K -$12.1K -5 -5%
EFS
845
Essex Financial Services
Connecticut
$239K -$2.42K -1 -1%
LWP
846
LMG Wealth Partners
Louisiana
$236K +$242K +100 New
FPFS
847
First Personal Financial Services
North Carolina
$234K – – –
PCS
848
Personal CFO Solutions
New Jersey
$234K +$230K +95 New
CLOS
849
Compagnie Lombard Odier SCmA
Switzerland
$234K – – –
TCOT
850
Trust Company of Toledo
Ohio
$234K – – –
32 33
34
35 36