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Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
451
Horizon Kinetics Asset Management
New York
$250K +$221K +3,634 New
NGA
452
Naples Global Advisors
Florida
$247K +$218K +3,592 New
PCM
453
Parsons Capital Management
Rhode Island
$246K +$217K +3,576 New
IC
454
Intersect Capital
California
$245K +$216K +3,551 New
AAM
455
Autus Asset Management
Arizona
$244K -$79K -1,300 -27%
EWA
456
Exencial Wealth Advisors
Oklahoma
$239K +$211K +3,472 New
T
457
TCWP
Ohio
$239K +$211K +3,472 New
CCMD
458
Cypress Capital Management (Delaware)
Delaware
$239K +$211K +3,475 New
BFPW
459
BOK Financial Private Wealth
Colorado
$236K +$208K +3,428 New
IAN
460
Integrated Advisors Network
Texas
$234K +$206K +3,390 New
PCM
461
Penserra Capital Management
California
$234K +$207K +3,400 New
WA
462
WealthTrust Axiom
Pennsylvania
$233K +$206K +3,385 New
UID
463
Union Investments & Development
Israel
$232K +$81.7K +1,345 +67%
BONH
464
Bank of New Hampshire
New Hampshire
$232K +$204K +3,363 New
GIA
465
Gladstone Institutional Advisory
Florida
$230K +$203K +3,333 New
AWA
466
Arkadios Wealth Advisors
Georgia
$230K +$203K +3,336 New
CGL
467
Clarius Group LLC
Washington
$228K
PT
468
Plimoth Trust
Massachusetts
$227K +$200K +3,296 New
TPWA
469
TRUE Private Wealth Advisors
Oregon
$225K +$222K +3,653 New
Capital Research Global Investors
470
Capital Research Global Investors
California
$224K +$195K +3,212 New
WA
471
Waverly Advisors
Alabama
$224K +$197K +3,239 New
FBFS
472
First Business Financial Services
Wisconsin
$224K +$198K +3,251 New
SWP
473
Stratos Wealth Partners
Ohio
$223K +$196K +3,230 New
CIA
474
Choate Investment Advisors
Massachusetts
$220K +$194K +3,188 New
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$217K +$99.8K +1,642 +109%