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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1601
Gradient Investments
Minnesota
$609K +$7.35K +126 +1%
RPCA
1602
Running Point Capital Advisors
California
$608K -$32.4K -555 -5%
FBC
1603
Fairfield, Bush & Co
Connecticut
$607K +$153K +2,620 +32%
OTPPB
1604
Ontario Teachers' Pension Plan Board
Ontario, Canada
$606K -$98.3K -1,686 -13%
BA
1605
Bridgewater Associates
Connecticut
$605K +$22.1K +379 +4%
LIG
1606
Lokken Investment Group
Delaware
$603K -$28.3K -486 -4%
SCA
1607
Stonebridge Capital Advisors
Minnesota
$603K +$219K +3,752 +53%
SIM
1608
SSI Investment Management
California
$602K
CAM
1609
Columbia Asset Management
Michigan
$601K +$157K +2,690 +33%
CA
1610
Centerpoint Advisors
Massachusetts
$600K +$117 +2 +0%
TGAM
1611
TBH Global Asset Management
Tennessee
$596K
WA
1612
Wealth Architects
California
$596K +$20.1K +344 +3%
KFA
1613
Kelleher Financial Advisors
New York
$593K +$33.8K +580 +6%
CA
1614
Capital Advantage
California
$593K +$619K +10,610 New
AWE
1615
Avidian Wealth Enterprises
Texas
$592K +$24.1K +413 +4%
BAM
1616
Bellevue Asset Management
Washington
$589K
EIP
1617
Ellis Investment Partners
Pennsylvania
$589K +$1.75K +30 +0.3%
CP
1618
Corbenic Partners
Pennsylvania
$585K +$4.08K +70 +0.7%
SIC
1619
Salem Investment Counselors
North Carolina
$583K +$379K +6,504 +166%
SAM
1620
Silphium Asset Management
United Kingdom
$581K +$605K +10,384 New
BAM
1621
Barrett Asset Management
New York
$579K
PMFA
1622
Plante Moran Financial Advisors
Michigan
$572K +$1.11K +19 +0.2%
OFW
1623
Omnia Family Wealth
Florida
$566K -$1.52K -26 -0.3%
NAM
1624
NTV Asset Management
West Virginia
$562K -$58.3K -1,000 -9%
FDS
1625
Freedom Day Solutions
Texas
$562K +$28.6K +490 +5%