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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
976
Crestwood Advisors Group
Massachusetts
$419K +$36.5K +194 +10%
AFT
977
Alpha Family Trust
California
$418K
Fayez Sarofim & Co
978
Fayez Sarofim & Co
Texas
$417K
RFA
979
Resurgent Financial Advisors
Georgia
$417K
BIA
980
Beacon Investment Advisors
Maryland
$416K +$24.5K +130 +6%
DCA
981
DSG Capital Advisors
Minnesota
$415K
CCIA
982
Campbell & Co Investment Adviser
Maryland
$414K -$1.55M -8,239 -79%
SM
983
STF Management
Texas
$412K -$727K -3,861 -64%
CIA
984
Choate Investment Advisors
Massachusetts
$410K -$32.4K -172 -7%
FMI
985
F/M Investments
District of Columbia
$409K +$55.2K +293 +16%
MFGM
986
Marshall Financial Group (Maryland)
Maryland
$409K -$840K -4,460 -67%
ALA
987
Atlas Legacy Advisors
California
$408K +$113K +601 +39%
CSIC
988
Clifford Swan Investment Counsel
California
$403K
WDA
989
Wendell David Associates
New Hampshire
$403K +$18.8K +100 +5%
WF
990
Wayfinding Financial
Washington
$402K -$9.04K -48 -2%
MCWA
991
Meadow Creek Wealth Advisors
Georgia
$399K
BA
992
Ballast Advisors
Minnesota
$399K -$28.8K -153 -7%
AFP
993
Ausdal Financial Partners
Iowa
$395K -$359K -1,908 -48%
DOA
994
D'Orazio & Associates
Virginia
$395K -$18.3K -97 -4%
VAG
995
VisionPoint Advisory Group
Texas
$395K -$55.2K -293 -12%
SPW
996
Sonoma Private Wealth
California
$393K -$14.3K -76 -4%
CIG
997
Cairn Investment Group
Washington
$391K
SCM
998
Stevens Capital Management
Pennsylvania
$390K +$391K +2,075 New
SEA
999
Stegent Equity Advisors
Texas
$389K -$19.2K -102 -5%
FA
1000
Faithward Advisors
Pennsylvania
$387K -$86.3K -458 -18%