Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
1001
O'Brien Greene & Co
Pennsylvania
$254K – – –
MMA
1002
Miracle Mile Advisors
California
$253K -$77.1K -307 -25%
GIC
1003
Generali Investments CEE
Czech Republic
$253K +$229K +910 New
PFPT
1004
Pinnacle Financial Partners (Tennessee)
Tennessee
$253K +$229K +910 New
TWM
1005
Thrive Wealth Management
Pennsylvania
$252K -$2.01K -8 -0.9%
LIA
1006
Luken Investment Analytics
Tennessee
$250K – – –
WA
1007
Waverly Advisors
Alabama
$250K -$33.9K -135 -13%
OPPS
1008
Obsidian Personal Planning Solutions
Maryland
$250K – – –
ABTD
1009
Arvest Bank Trust Division
Oklahoma
$249K +$225K +896 New
MPWT
1010
MassMutual Private Wealth & Trust
Connecticut
$249K +$36.7K +146 +19%
SMWM
1011
Silvia McColl Wealth Management
California
$247K +$223K +888 New
Los Angeles Capital Management
1012
Los Angeles Capital Management
California
$246K +$222K +885 New
MFIM
1013
Mesirow Financial Investment Management
Illinois
$246K +$222K +884 New
APA
1014
Astoria Portfolio Advisors
New York
$244K -$66.8K -266 -24%
CAM
1015
Claret Asset Management
Quebec, Canada
$244K +$221K +879 New
PWPS
1016
Pinnacle Wealth Planning Services
Ohio
$244K +$220K +876 New
JSW
1017
Journey Strategic Wealth
New Jersey
$243K +$220K +875 New
OAS
1018
Optivise Advisory Services
Tennessee
$242K +$219K +871 New
1SB
1019
1ST Source Bank
Indiana
$241K +$218K +866 New
GIA
1020
Gladstone Institutional Advisory
Florida
$241K +$218K +866 New
VF
1021
Vest Financial
Virginia
$240K +$217K +863 New
BA
1022
Bridgewater Advisors
New York
$240K +$207K +826 New
BST
1023
Bath Savings Trust
Maine
$239K +$216K +859 New
LAM
1024
Longboard Asset Management
Arizona
$239K +$216K +859 New
WJWM
1025
Williams Jones Wealth Management
New York
$236K +$213K +848 New