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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1051
Lion Street Advisors
Texas
$376K +$72.7K +1,295 +18%
FWM
1052
Forza Wealth Management
Florida
$373K -$107K -1,909 -19%
GPA
1053
Garrison Point Advisors
California
$373K – – –
Blue Trust Inc
1054
Blue Trust Inc
Georgia
$372K -$77.8K -1,386 -14%
Fayez Sarofim & Co
1055
Fayez Sarofim & Co
Texas
$371K -$67.3K -1,200 -13%
SIA
1056
Strategic Investment Advisors
Michigan
$371K -$25.6K -456 -5%
NSB
1057
Norway Savings Bank
Maine
$371K -$501K -8,934 -52%
RFG Advisory
1058
RFG Advisory
Alabama
$371K -$221K -3,941 -32%
Conning Inc
1059
Conning Inc
Connecticut
$371K -$6.34K -113 -1%
SRC
1060
Shufro Rose & Co
New York
$369K -$10.2K -182 -2%
SFI
1061
SPC Financial Inc
Maryland
$369K -$217K -3,868 -32%
CBT
1062
Crews Bank & Trust
Florida
$369K +$461K +8,219 New
PHIC
1063
Pine Haven Investment Counsel
Massachusetts
$368K -$60.3K -1,074 -12%
Financial Engines Advisors
1064
Financial Engines Advisors
California
$366K +$458K +8,164 New
OF
1065
Optimize Financial
California
$366K +$458K +8,158 New
UAS
1066
United Asset Strategies
New York
$365K -$61K -1,088 -12%
IBOK
1067
Independence Bank of Kentucky
Kentucky
$365K -$104K -1,860 -19%
NAS
1068
Nicolet Advisory Services
Wisconsin
$364K -$275K -4,895 -39%
S
1069
SimplyRich
California
$362K -$165K -2,935 -27%
Rathbones Group
1070
Rathbones Group
United Kingdom
$360K -$38.7K -690 -8%
VIS
1071
Vega Investment Solutions
France
$359K +$449K +8,000 New
MMPW
1072
Mitchell McLeod Pugh & Williams
Alabama
$358K -$10.8K -193 -2%
Foundations Investment Advisors
1073
Foundations Investment Advisors
Arizona
$357K -$842 -15 -0.2%
ALAM
1074
Asahi Life Asset Management
Japan
$356K – – –
CTC
1075
Cetera Trust Company
Minnesota
$355K -$512K -9,125 -54%