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Name Holding Trade Value Shares
Change
Change in
Stake
AAF
751
Andra AP-fonden
Sweden
$401K -$3.88M -23,300 -91%
TF
752
Trek Financial
Arizona
$401K +$181K +1,085 +89%
ACS
753
Archford Capital Strategies
Illinois
$400K -$167 -1 -0%
M
754
MOTCO
Texas
$399K -$15.3K -92 -4%
BP
755
Ballentine Partners
Massachusetts
$397K +$84K +504 +28%
HFAS
756
Hummer Financial Advisory Services
Illinois
$396K
UAML
757
US Asset Management LLC
Pennsylvania
$395K
CW
758
CreativeOne Wealth
Kansas
$391K -$456K -2,738 -55%
WB
759
Webster Bank
Connecticut
$389K -$7.5K -45 -2%
NWM
760
Nicola Wealth Management
British Columbia, Canada
$385K +$163K +977 +80%
CA
761
CapWealth Advisors
Tennessee
$384K
MWM
762
Mattern Wealth Management
Kansas
$384K
Fayez Sarofim & Co
763
Fayez Sarofim & Co
Texas
$384K +$58.3K +350 +19%
JFA
764
Johanson Financial Advisors
California
$383K -$48.8K -293 -12%
PA
765
Procyon Advisors
Connecticut
$382K -$123K -736 -25%
CI
766
CX Institutional
Indiana
$381K -$246K -1,476 -40%
SMH
767
Sanders Morris Harris
Texas
$380K
CCT
768
Country Club Trust
Missouri
$379K +$83.4K +500 +29%
MCWS
769
McKinley Carter Wealth Services
West Virginia
$378K -$59.7K -358 -14%
TAM
770
Townsend Asset Management
North Carolina
$378K +$1K +6 +0.3%
RPC
771
Rossmore Private Capital
Connecticut
$375K
EF
772
Empirical Finance
Pennsylvania
$375K +$93.5K +561 +35%
RIA
773
Realta Investment Advisors
Delaware
$370K -$3.33K -20 -0.9%
LSA
774
Leonteq Securities AG
Switzerland
$369K -$17.8K -107 -5%
TPWA
775
TRUE Private Wealth Advisors
Oregon
$369K -$67.5K -405 -16%