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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
601
Inlet Private Wealth
Florida
$960K
CT
602
Columbia Trust
Oregon
$949K +$11.6K +48 +1%
BBHC
603
Brown Brothers Harriman & Co
New York
$944K +$77.8K +322 +8%
BSW
604
Buckingham Strategic Wealth
Missouri
$941K +$4.59K +19 +0.5%
KC
605
Kades & Cheifetz
Pennsylvania
$939K +$117K +484 +13%
MYAM
606
Meiji Yasuda Asset Management
Japan
$937K +$50.7K +210 +5%
BAM
607
Blueshift Asset Management
New Jersey
$936K +$478K +1,981 +94%
IAM
608
Innovis Asset Management
Illinois
$935K +$217K +897 +28%
KPWS
609
Kestra Private Wealth Services
Texas
$933K +$38.4K +159 +4%
STCOSD
610
Sageworth Trust Company of South Dakota
South Dakota
$925K
AIM
611
Acropolis Investment Management
Missouri
$925K -$111K -459 -10%
VIM
612
Vinva Investment Management
Australia
$924K -$43.7K -181 -4%
MWM
613
Mission Wealth Management
California
$922K -$10.9K -45 -1%
GVAG
614
Great Valley Advisor Group
Delaware
$911K +$150K +623 +19%
RMC
615
Resources Management Corp
Connecticut
$910K -$19.6K -81 -2%
CAG
616
Csenge Advisory Group
Florida
$906K +$28.3K +117 +3%
SIA
617
SkyView Investment Advisors
New Jersey
$899K +$45.2K +187 +5%
P
618
Pitcairn
Pennsylvania
$899K +$22.2K +92 +2%
BL
619
Balentine LLC
Georgia
$898K +$30.7K +127 +3%
SFS
620
Stiles Financial Services
Minnesota
$897K +$330K +1,368 +54%
MFAM
621
Motley Fool Asset Management
Virginia
$894K +$84.3K +349 +10%
UFF
622
USA Financial Formulas
Michigan
$885K
ISWM
623
Independent Solutions Wealth Management
New York
$882K -$76.1K -315 -8%
Squarepoint
624
Squarepoint
New York
$878K -$447K -1,851 -32%
LNC
625
Lincoln National Corp
Pennsylvania
$872K +$466K +1,928 +102%