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Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
976
Turning Point Benefit Group
Maryland
$423K +$84.8K +450 +25%
NAMP
977
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$421K – – –
CAG
978
Crestwood Advisors Group
Massachusetts
$419K +$36.5K +194 +10%
AFT
979
Alpha Family Trust
California
$418K – – –
Fayez Sarofim & Co
980
Fayez Sarofim & Co
Texas
$417K – – –
RFA
981
Resurgent Financial Advisors
Georgia
$417K – – –
BIA
982
Beacon Investment Advisors
Maryland
$416K +$24.5K +130 +6%
DCA
983
DSG Capital Advisors
Minnesota
$415K – – –
CCIA
984
Campbell & Co Investment Adviser
Maryland
$414K -$1.55M -8,239 -79%
SM
985
STF Management
Texas
$412K -$727K -3,861 -64%
CIA
986
Choate Investment Advisors
Massachusetts
$410K -$32.4K -172 -7%
FMI
987
F/M Investments
District of Columbia
$409K +$55.2K +293 +16%
MFGM
988
Marshall Financial Group (Maryland)
Maryland
$409K -$840K -4,460 -67%
ALA
989
Atlas Legacy Advisors
California
$408K +$113K +601 +39%
CSIC
990
Clifford Swan Investment Counsel
California
$403K – – –
WDA
991
Wendell David Associates
New Hampshire
$403K +$18.8K +100 +5%
WF
992
Wayfinding Financial
Washington
$402K -$9.04K -48 -2%
MCWA
993
Meadow Creek Wealth Advisors
Georgia
$399K – – –
BA
994
Ballast Advisors
Minnesota
$399K -$28.8K -153 -7%
AFP
995
Ausdal Financial Partners
Iowa
$395K -$359K -1,908 -48%
DOA
996
D'Orazio & Associates
Virginia
$395K -$18.3K -97 -4%
VAG
997
VisionPoint Advisory Group
Texas
$395K -$55.2K -293 -12%
SPW
998
Sonoma Private Wealth
California
$393K -$14.3K -76 -4%
CIG
999
Cairn Investment Group
Washington
$391K – – –
SCM
1000
Stevens Capital Management
Pennsylvania
$390K +$391K +2,075 New