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Name Holding Trade Value Shares
Change
Change in
Stake
PP
876
Patten & Patten
Tennessee
$334K -$3.65K -22 -1%
AWM
877
Affinity Wealth Management
Delaware
$333K -$8.45K -51 -3%
PA
878
Parallel Advisors
California
$331K +$17.9K +108 +5%
Dodge & Cox
879
Dodge & Cox
California
$329K +$120K +722 +54%
BAIA
880
Bel Air Investment Advisors
California
$326K -$262K -1,583 -44%
NG
881
NatWest Group
United Kingdom
$326K
S
882
SignatureFD
Georgia
$321K -$30.8K -186 -8%
SS
883
Simplicity Solutions
Minnesota
$321K +$56K +338 +20%
CAM
884
Carret Asset Management
New York
$320K
SPC
885
Sigma Planning Corp
Michigan
$319K +$333K +2,008 New
VFIC
886
Valley Forge Investment Consultants
Pennsylvania
$318K
SF
887
Summit Financial
New Jersey
$318K +$330K +1,991 New
P
888
Pitcairn
Pennsylvania
$317K -$7.79K -47 -2%
BL
889
Balentine LLC
Georgia
$314K +$36K +217 +12%
FMLI
890
Fukoku Mutual Life Insurance
Japan
$312K -$82.9K -500 -20%
LSAG
891
Lake Street Advisors Group
New Hampshire
$312K -$14.9K -90 -5%
JIC
892
Joel Isaacson & Co
New York
$311K -$18.9K -114 -6%
SC
893
Savant Capital
Illinois
$309K +$1.82K +11 +0.6%
MW
894
Marcum Wealth
Ohio
$307K -$267K -1,612 -45%
WJWM
895
Williams Jones Wealth Management
New York
$306K +$1.16K +7 +0.4%
GC
896
Grimes & Company
Massachusetts
$303K -$331 -2 -0.1%
FMB
897
Field & Main Bank
Kentucky
$303K +$55.5K +335 +21%
KPW
898
Kore Private Wealth
New York
$302K +$52.5K +317 +20%
VFA
899
Voya Financial Advisors
Connecticut
$301K -$2.06M -12,409 -87%
PI
900
Putnam Investments
Massachusetts
$301K -$17.2K -104 -5%