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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1051
CIC Wealth
Maryland
$220K +$2.69K +11 +1%
CNBT
1052
Canandaigua National Bank & Trust
New York
$220K +$225K +920 New
CBT
1053
Central Bank & Trust
Kentucky
$219K -$21K -86 -9%
GIM
1054
Grassi Investment Management
California
$217K -$4.88K -20 -2%
AFP
1055
Ausdal Financial Partners
Iowa
$217K -$9.52K -39 -4%
FBFS
1056
First Business Financial Services
Wisconsin
$216K – – –
Shelton Capital Management
1057
Shelton Capital Management
Colorado
$216K – – –
FFG
1058
Fortem Financial Group
California
$216K +$18.6K +76 +9%
Itau Unibanco Holding S.A.
1059
Itau Unibanco Holding S.A.
Brazil
$215K +$103K +422 +88%
OAM
1060
Oak Asset Management
California
$215K – – –
MAM
1061
Meeder Asset Management
Ohio
$215K -$21.7K -89 -9%
BCA
1062
Bay Colony Advisors
Massachusetts
$214K +$223K +914 New
ZF
1063
Zhang Financial
Michigan
$214K – – –
ClearBridge Investments
1064
ClearBridge Investments
New York
$214K +$218K +894 New
VSQM
1065
V-Square Quantitative Management
Illinois
$213K +$218K +893 New
Wedmont Private Capital
1066
Wedmont Private Capital
Pennsylvania
$212K -$2.44K -10 -1%
FMTC
1067
Farmers & Merchants Trust Company
California
$210K +$215K +881 New
CF
1068
Centaurus Financial
California
$210K +$732 +3 +0.3%
AWA
1069
Arete Wealth Advisors
Illinois
$209K +$11K +45 +5%
Pine Valley Investments
1070
Pine Valley Investments
New Jersey
$209K +$292K +1,197 New
PWLP
1071
Prio Wealth Limited Partnership
Massachusetts
$207K – – –
CCA
1072
Column Capital Advisors
Indiana
$207K -$22.5K -92 -10%
RWA
1073
River Wealth Advisors
Pennsylvania
$207K -$241K -987 -53%
RFN
1074
Redwood Financial Network
Ohio
$205K -$5.62K -23 -3%
GL
1075
Graypoint LLC
New York
$203K +$207K +848 New