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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
AXA Investment Managers
France
$292K +$279K +5,240 New
AG
377
Ascent Group
Virginia
$290K +$6.38K +120 +2%
AM
378
AGF Management
Ontario, Canada
$290K
SP
379
Successful Portfolios
Florida
$290K +$22.5K +423 +9%
NGA
380
Naples Global Advisors
Florida
$289K +$7.98K +150 +3%
Kovitz Investment Group Partners
381
Kovitz Investment Group Partners
Illinois
$289K +$20.7K +389 +8%
RPCONE
382
Retirement Planning Company of New England
Rhode Island
$288K +$3.94K +74 +1%
PI
383
PFG Investments
New York
$287K +$274K +5,147 New
WF
384
Welch & Forbes
Massachusetts
$285K +$21.5K +404 +9%
TGIA
385
Torrey Growth & Income Advisors
California
$284K +$271K +5,098 New
WJWM
386
Williams Jones Wealth Management
New York
$283K
GI
387
GAMMA Investing
California
$281K +$91.8K +1,726 +52%
CI
388
Corient IA
Florida
$279K
TCCM
389
Timber Creek Capital Management
Massachusetts
$279K
II
390
Inspire Investing
Idaho
$274K +$36.2K +680 +16%
TW
391
Traveka Wealth
California
$271K -$1.22K -23 -0.5%
HAM
392
Harmony Asset Management
Arizona
$269K +$106 +2 +0%
KOCAA
393
Knights of Columbus Asset Advisors
Connecticut
$268K +$6.07K +114 +2%
William Blair & Company
394
William Blair & Company
Illinois
$267K -$8.25K -155 -3%
ACP
395
Aviance Capital Partners
Florida
$265K +$29.1K +547 +13%
AWM
396
Avior Wealth Management
Nebraska
$264K -$33.6K -632 -12%
CI
397
Cherokee Insurance
Michigan
$262K
CWM
398
Centurion Wealth Management
Virginia
$262K +$250K +4,700 New
IAS
399
Insigneo Advisory Services
Florida
$261K -$22.7K -427 -8%
AF
400
Allworth Financial
California
$259K +$25.1K +472 +11%