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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1201
Bison Wealth
Georgia
$265K -$98.7K -281 -27%
AIA
1202
Angeles Investment Advisors
California
$264K -$27.1K -77 -9%
Fort Washington Investment Advisors
1203
Fort Washington Investment Advisors
Ohio
$262K -$11.9K -34 -4%
Clark Capital Management Group
1204
Clark Capital Management Group
Pennsylvania
$262K +$265K +753 New
NewEdge Wealth
1205
NewEdge Wealth
Pennsylvania
$262K +$265K +753 New
ATIA
1206
American Trust Investment Advisors
New Hampshire
$259K -$10.5K -30 -4%
RAM
1207
Ramirez Asset Management
New York
$258K – – –
MWA
1208
Midland Wealth Advisors
Illinois
$255K -$3.16K -9 -1%
MCF Advisors
1209
MCF Advisors
Kentucky
$255K – – –
KCM
1210
Kanawha Capital Management
Virginia
$255K -$35.1K -100 -12%
MSFS
1211
Main Street Financial Solutions
Pennsylvania
$255K -$404K -1,149 -61%
PWW
1212
Pettyjohn Wood & White
Virginia
$254K – – –
Park National Corp
1213
Park National Corp
Ohio
$254K +$703 +2 +0.3%
GA
1214
Geller Advisors
New York
$253K +$351 +1 +0.1%
EverSource Wealth Advisors
1215
EverSource Wealth Advisors
Alabama
$253K +$29.5K +84 +13%
ONST
1216
Old North State Trust
North Carolina
$250K – – –
FC
1217
Fairscale Capital
New Hampshire
$250K – – –
DMBA
1218
Deseret Mutual Benefit Administrators
Utah
$250K +$61.1K +174 +32%
Advisory Alpha
1219
Advisory Alpha
Michigan
$249K -$4.92K -14 -2%
KFA
1220
Kelleher Financial Advisors
New York
$248K +$3.51K +10 +1%
PAG
1221
Poinciana Advisors Group
Florida
$247K +$249K +709 New
C
1222
Certuity
Florida
$247K +$26.3K +75 +12%
BA
1223
Bristlecone Advisors
Washington
$245K – – –
Destination Wealth Management
1224
Destination Wealth Management
California
$244K – – –
AF
1225
Advisornet Financial
Minnesota
$244K -$1.41K -4 -0.6%