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Name Holding Trade Value Shares
Change
Change in
Stake
LCP
876
Legacy Capital Partners
Wisconsin
$231K +$216K +778 New
RFA
877
Reilly Financial Advisors
California
$230K – – –
HAIM
878
Hunter Associates Investment Management
Pennsylvania
$226K -$27.7K -100 -12%
JIC
879
Joel Isaacson & Co
New York
$225K +$210K +757 New
AWM
880
Aevitas Wealth Management
Massachusetts
$224K -$152K -547 -42%
PSUF
881
People's United Financial
Connecticut
$224K +$209K +754 New
LBC
882
Lowe Brockenbrough & Co
Virginia
$223K -$63.8K -230 -23%
TIA
883
Tiemann Investment Advisors
California
$223K +$209K +752 New
XM
884
XTX Markets
New York
$222K +$208K +748 New
IAN
885
Integrated Advisors Network
Texas
$221K +$206K +744 New
JSL
886
JT Stratford LLC
Georgia
$221K +$206K +744 New
ISL
887
Ingalls & Snyder LLC
New York
$218K -$38.8K -140 -16%
FMWA
888
Forvis Mazars Wealth Advisors
Missouri
$218K +$204K +734 New
DTL
889
Dynamic Technology Lab
Singapore
$214K -$239K -860 -54%
9WM
890
9258 Wealth Management
Ohio
$214K +$200K +722 New
QIM
891
Quest Investment Management
Oregon
$212K +$198K +715 New
CA
892
Cetera Advisors
Colorado
$210K +$196K +705 New
BFS
893
Bradley Foster & Sargent
Connecticut
$210K +$196K +706 New
JFGIW
894
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$209K -$56.3K -203 -22%
HIIFS
895
Harel Insurance Investments & Financial Services
Israel
$209K +$146K +527 +296%
CTI
896
Community Trust & Investment
Kentucky
$209K +$196K +706 New
RMAM
897
Raab & Moskowitz Asset Management
New Jersey
$208K +$195K +704 New
TFS
898
Thoroughbred Financial Services
Tennessee
$207K +$194K +698 New
MFG
899
Magnus Financial Group
New York
$206K +$193K +694 New
FCBT
900
First Citizens Bank & Trust
North Carolina
$206K +$193K +695 New