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Name Holding Trade Value Shares
Change
Change in
Stake
AI
951
Auour Investments
Massachusetts
$422K – – –
JCM
952
Jacobi Capital Management
Pennsylvania
$419K +$27.2K +141 +7%
CT
953
Caldwell Trust
Florida
$419K – – –
SYBT
954
Stock Yards Bank & Trust
Kentucky
$419K -$5.79K -30 -1%
BWM
955
Bullock Wealth Management
Indiana
$417K +$36.9K +191 +10%
FMLI
956
Fukoku Mutual Life Insurance
Japan
$417K – – –
CPC
957
Cookson Peirce & Co
Pennsylvania
$416K -$5.4K -28 -1%
SAM
958
Strategy Asset Managers
California
$416K -$98.8K -512 -20%
NSAM
959
North Star Asset Management
Wisconsin
$412K +$15.6K +81 +4%
WG
960
Wealth Group
North Carolina
$412K -$11K -57 -3%
Dodge & Cox
961
Dodge & Cox
California
$412K – – –
OWM
962
Orgel Wealth Management
Wisconsin
$412K – – –
VWMG
963
Virginia Wealth Management Group
Virginia
$412K – – –
CGA
964
Crescent Grove Advisors
Illinois
$407K – – –
CI
965
CX Institutional
Indiana
$407K +$7.53K +39 +2%
OWA
966
Outlook Wealth Advisors
Texas
$404K +$19.3K +100 +5%
BRWA
967
B. Riley Wealth Advisors
Florida
$401K -$45.5K -236 -11%
TCA
968
Trifecta Capital Advisors
Illinois
$401K – – –
MIS
969
Morningstar Investment Services
Illinois
$400K +$75.8K +393 +25%
CWM
970
Chesapeake Wealth Management
Virginia
$399K -$11.6K -60 -3%
CS
971
Cannell & Spears
New York
$399K – – –
DCM
972
Driehaus Capital Management
Illinois
$399K +$374K +1,936 New
DFCM
973
Dark Forest Capital Management
Puerto Rico
$398K +$373K +1,933 New
CSPIA
974
Cary Street Partners Investment Advisory
Virginia
$395K +$5.21K +27 +1%
LSAG
975
Lake Street Advisors Group
New Hampshire
$392K -$386 -2 -0.1%