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Name Holding Trade Value Shares
Change
Change in
Stake
CIG
1726
Cascade Investment Group
Colorado
$879K -$115K -400 -12%
Fayez Sarofim & Co
1727
Fayez Sarofim & Co
Texas
$879K -$24.5K -85 -3%
KHCM
1728
Kirtland Hills Capital Management
Ohio
$878K +$910K +3,154 New
PWP
1729
Pursue Wealth Partners
California
$876K
BWA
1730
Blodgett Wealth Advisors
California
$871K +$32.3K +112 +4%
SRL
1731
Scientech Research LLC
New Jersey
$864K +$828K +2,870 New
SSWM
1732
Strait & Sound Wealth Management
California
$863K +$26.3K +91 +3%
MLA
1733
My Legacy Advisors
Oregon
$861K +$161K +558 +24%
MSWM
1734
McGlone Suttner Wealth Management
Wisconsin
$860K +$60.9K +211 +8%
VF
1735
Virtu Financial
New York
$859K +$823K +2,853 New
EFS
1736
Essex Financial Services
Connecticut
$858K +$175K +606 +27%
PWM
1737
Palumbo Wealth Management
New York
$855K +$213K +739 +35%
JCIA
1738
Jackson Creek Investment Advisors
Colorado
$851K -$34.3K -119 -4%
MC
1739
Mathes Company
New York
$851K
APW
1740
Austin Private Wealth
Texas
$851K +$189K +655 +31%
TA
1741
TFG Advisers
Michigan
$849K -$15K -52 -2%
ECG
1742
EPIQ Capital Group
California
$849K -$6.64K -23 -0.8%
PA
1743
Probity Advisors
Texas
$845K -$28.6K -99 -3%
VNA
1744
Valley National Advisers
Pennsylvania
$842K +$96.7K +335 +14%
OCM
1745
Osterweis Capital Management
California
$842K -$29.7K -103 -4%
VT
1746
Vise Technologies
New York
$837K +$43.9K +152 +6%
GCAC
1747
Guardian Capital Advisors (Canada)
Ontario, Canada
$837K -$177K -612 -17%
AWM
1748
Aviso Wealth Management
Washington
$835K -$77.3K -268 -9%
FCBT
1749
First Citizens Bank & Trust
North Carolina
$831K +$61.5K +213 +8%
JFG
1750
Jefferies Financial Group
New York
$830K -$8.74M -30,300 -92%