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Name Holding Trade Value Shares
Change
Change in
Stake
UW
951
Unique Wealth
Florida
$422K +$165K +785 +51%
TP
952
Tranquility Partners
Tennessee
$422K +$841 +4 +0.2%
AP
953
Advisors Preferred
Maryland
$421K -$83K -395 -15%
HCA
954
Horan Capital Advisors
Ohio
$420K – – –
AIM
955
Anchor Investment Management
South Carolina
$419K +$210 +1 +0%
CAS
956
Coppell Advisory Solutions
Texas
$418K +$135K +644 +39%
Fayez Sarofim & Co
957
Fayez Sarofim & Co
Texas
$415K +$84.1K +400 +21%
GL
958
Graypoint LLC
New York
$412K -$80.5K -383 -15%
FCBT
959
First Citizens Bank & Trust
North Carolina
$412K +$9.88K +47 +2%
LSAG
960
Lake Street Advisors Group
New Hampshire
$410K +$70.6K +336 +18%
NAMP
961
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$409K – – –
BP
962
Ballentine Partners
Massachusetts
$408K +$9.46K +45 +2%
JCM
963
Jacobi Capital Management
Pennsylvania
$408K +$41.2K +196 +10%
FFBTD
964
First Financial Bank - Trust Division
Ohio
$408K -$7.57K -36 -2%
DOA
965
D'Orazio & Associates
Virginia
$407K -$4.84K -23 -1%
AFT
966
Alpha Family Trust
California
$406K – – –
AI
967
Auour Investments
Massachusetts
$405K – – –
CGL
968
Clarius Group LLC
Washington
$404K +$26.5K +126 +6%
FHA
969
Flagship Harbor Advisors
Massachusetts
$403K +$420 +2 +0.1%
AFP
970
Ausdal Financial Partners
Iowa
$399K +$12.8K +61 +3%
ALAM
971
Asahi Life Asset Management
Japan
$396K +$455K +2,165 New
OWA
972
Outlook Wealth Advisors
Texas
$395K +$42K +200 +10%
SPW
973
Sonoma Private Wealth
California
$394K -$5.26K -25 -1%
DA
974
Detalus Advisors
Missouri
$394K +$1.05K +5 +0.2%
RFA
975
Resurgent Financial Advisors
Georgia
$394K +$631 +3 +0.1%