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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1851
Accredited Investors
Minnesota
$334K -$214K -963 -38%
MPPHD
1852
Maloon Powers Pitre Higgins & Dennehy
California
$332K +$342K +1,536 New
WTA
1853
Washington Trust Advisors
Massachusetts
$332K -$667 -3 -0.2%
GPW
1854
Genesis Private Wealth
Virginia
$332K -$445 -2 -0.1%
SCM
1855
Sterneck Capital Management
Missouri
$331K -$146K -656 -30%
GAM
1856
Griffin Asset Management
New York
$331K -$4.45K -20 -1%
TIAA Trust, National Association
1857
TIAA Trust, National Association
North Carolina
$331K -$986K -4,433 -74%
AIA
1858
AIMZ Investment Advisors
California
$331K – – –
S
1859
Storgate
Texas
$330K +$340K +1,526 New
BWCS
1860
Beirne Wealth Consulting Services
Connecticut
$330K – – –
EG
1861
Ellerson Group
Maryland
$329K – – –
CFA
1862
CWS Financial Advisors
Michigan
$329K +$19.6K +88 +6%
CA
1863
Calton & Associates
Florida
$329K -$219K -986 -39%
DIP
1864
DT Investment Partners
Pennsylvania
$328K – – –
SVWAG
1865
Sound View Wealth Advisors Group
Georgia
$328K +$54.5K +245 +19%
OF
1866
Optimize Financial
California
$328K -$1.11K -5 -0.3%
SCS
1867
Sound Capital Solutions
Florida
$328K +$337K +1,515 New
LWP
1868
LeClair Wealth Partners
Ohio
$327K -$30.3K -136 -8%
ST
1869
Spinnaker Trust
Maine
$327K +$10.9K +49 +3%
CWP
1870
Curated Wealth Partners
California
$327K +$336K +1,509 New
Fayez Sarofim & Co
1871
Fayez Sarofim & Co
Texas
$326K +$335K +1,508 New
IF
1872
Integrity Financial
Wyoming
$326K -$6.67K -30 -2%
IAAG
1873
Innovative Asset Advisors Group
Connecticut
$326K -$20.9K -94 -6%
ATFA
1874
All Terrain Financial Advisors
Minnesota
$325K – – –
PI
1875
Pettee Investors
Connecticut
$325K – – –