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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
951
Lion Street Advisors
Texas
$251K -$3.68K -17 -1%
EP
952
Eudaimonia Partners
Tennessee
$249K +$263K +1,214 New
DWM
953
Dakota Wealth Management
Florida
$247K +$260K +1,202 New
FMAEN1
954
Fund Management at Engine No 1
California
$247K +$261K +1,205 New
CGA
955
Crescent Grove Advisors
Illinois
$246K -$48.7K -225 -16%
FAM
956
Fenimore Asset Management
New York
$246K
ZF
957
Zhang Financial
Michigan
$246K
ACM
958
Aquatic Capital Management
Illinois
$246K +$238K +1,100 +1,100%
MSAM
959
Moloney Securities Asset Management
Missouri
$243K +$4.54K +21 +2%
APP
960
Avantax Planning Partners
Iowa
$242K +$433 +2 +0.2%
FRM
961
Fox Run Management
Connecticut
$241K +$254K +1,176 New
AAM
962
Autus Asset Management
Arizona
$240K -$40K -185 -14%
CW
963
CreativeOne Wealth
Kansas
$239K +$21K +97 +9%
CL
964
CPWM LLC
Washington
$238K -$299K -1,381 -54%
PWP
965
Perfromance Wealth Partners
Illinois
$238K -$649 -3 -0.3%
SMH
966
Sanders Morris Harris
Texas
$238K
HIIFS
967
Harel Insurance Investments & Financial Services
Israel
$237K +$433 +2 +0.2%
DWA
968
Douglass Winthrop Advisors
New York
$236K -$32.4K -150 -12%
EWM
969
Evermay Wealth Management
Virginia
$235K -$131K -605 -35%
CDH
970
Charles D. Hyman
$235K
CF
971
Centaurus Financial
California
$235K +$75K +347 +43%
CG
972
Cutler Group
California
$235K +$249K +1,150 New
SIM
973
Sentry Investment Management
Wisconsin
$234K -$41.3K -191 -14%
SAM
974
S.A. Mason
Michigan
$231K
MWM
975
Mattern Wealth Management
Kansas
$230K