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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
651
Fisher Asset Management
Washington
$448K +$435K +1,848 New
Geneos Wealth Management
652
Geneos Wealth Management
Colorado
$447K +$63.3K +269 +17%
OCM
653
Orser Capital Management
Texas
$446K +$433K +1,838 New
CAM
654
Clark Asset Management
New Hampshire
$443K +$29.2K +124 +7%
TCBWMS
655
Texas Capital Bank Wealth Management Services
Texas
$442K +$19.8K +84 +5%
IFS
656
Ifrah Financial Services
Arkansas
$442K -$26.8K -114 -6%
IBOK
657
Independence Bank of Kentucky
Kentucky
$441K – – –
Eastern Bank
658
Eastern Bank
Massachusetts
$440K -$24.2K -103 -5%
MIM
659
Marco Investment Management
Georgia
$439K – – –
SignatureFD
660
SignatureFD
Georgia
$437K -$25.2K -107 -6%
MA
661
MONECO Advisors
Connecticut
$434K -$1.41K -6 -0.3%
MAM
662
Mystic Asset Management
Rhode Island
$432K – – –
CIA
663
Compass Ion Advisors
Pennsylvania
$431K +$42.8K +182 +11%
MIP
664
Marietta Investment Partners
Wisconsin
$428K -$229K -974 -36%
U.S. Capital Wealth Advisors
665
U.S. Capital Wealth Advisors
Texas
$426K +$96.3K +409 +30%
Ballentine Partners
666
Ballentine Partners
Massachusetts
$426K +$8.24K +35 +2%
EA
667
Everpar Advisors
Oklahoma
$424K -$72.5K -308 -15%
CFGW
668
Chancellor Financial Group WB
Pennsylvania
$422K – – –
Central Trust Company
669
Central Trust Company
Missouri
$419K -$1.65K -7 -0.4%
VCM
670
Vivaldi Capital Management
Illinois
$418K -$17.2K -73 -4%
Belpointe Asset Management
671
Belpointe Asset Management
Nevada
$416K +$7.06K +30 +2%
LJHT
672
Laurie J. Hall Trustee
$412K -$129K -550 -24%
Martingale Asset Management
673
Martingale Asset Management
Massachusetts
$410K +$19.3K +82 +5%
AWP
674
Ascent Wealth Partners
New York
$410K +$59.5K +253 +18%
BWP
675
BSW Wealth Partners
Colorado
$409K +$12.2K +52 +3%