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Name Holding Trade Value Shares
Change
Change in
Stake
TI
526
Tidal Investments
Wisconsin
$461K +$94.6K +2,648 +25%
WA
527
Wambolt & Associates
Colorado
$458K +$25.3K +708 +6%
FA
528
Faithward Advisors
Pennsylvania
$457K -$43.2K -1,208 -8%
BJL
529
Brighton Jones LLC
Washington
$452K -$22.9K -640 -5%
KPWS
530
Kestra Private Wealth Services
Texas
$435K +$77.3K +2,164 +21%
AF
531
Allworth Financial
California
$434K +$11.9K +332 +3%
GJIC
532
Gamble Jones Investment Counsel
California
$430K – – –
PG
533
Pendal Group
Australia
$428K +$441K +12,332 New
DCM
534
Donaldson Capital Management
Indiana
$421K +$434K +12,152 New
AWCI
535
Alpine Woods Capital Investors
New York
$416K – – –
CCP
536
Corient Capital Partners
California
$416K +$34.6K +968 +9%
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$416K +$108K +3,032 +34%
AWM
538
AE Wealth Management
Kansas
$413K -$7.72K -216 -2%
SC
539
Sepio Capital
Utah
$412K – – –
WCF
540
West Coast Financial
California
$408K -$74.3K -2,080 -15%
NIM
541
Northeast Investment Management
Massachusetts
$403K – – –
GT
542
Greenleaf Trust
Michigan
$401K +$22.6K +632 +6%
EWM
543
Endurance Wealth Management
Rhode Island
$399K -$12.9K -360 -3%
YWP
544
YorkBridge Wealth Partners
New York
$394K +$33.9K +948 +9%
PA
545
Parallel Advisors
California
$391K +$22.9K +640 +6%
HBT
546
Hills Bank & Trust
Iowa
$388K – – –
LWAM
547
Legacy Wealth Asset Management
Minnesota
$384K -$2.43K -68 -0.6%
CTA
548
Chesley Taft & Associates
Illinois
$381K -$10.7K -300 -3%
FAIM
549
Financial Advocates Investment Management
Washington
$376K +$103K +2,892 +36%
RJT
550
Raymond James Trust
Florida
$375K -$93.6K -2,620 -19%