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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1051
Forza Wealth Management
Florida
$373K -$107K -1,909 -19%
GPA
1052
Garrison Point Advisors
California
$373K
BTI
1053
Blue Trust Inc
Georgia
$372K -$77.8K -1,386 -14%
Fayez Sarofim & Co
1054
Fayez Sarofim & Co
Texas
$371K -$67.3K -1,200 -13%
SIA
1055
Strategic Investment Advisors
Michigan
$371K -$25.6K -456 -5%
NSB
1056
Norway Savings Bank
Maine
$371K -$501K -8,934 -52%
RA
1057
RFG Advisory
Alabama
$371K -$221K -3,941 -32%
CI
1058
Conning Inc
Connecticut
$371K -$6.34K -113 -1%
SRC
1059
Shufro Rose & Co
New York
$369K -$10.2K -182 -2%
SFI
1060
SPC Financial Inc
Maryland
$369K -$217K -3,868 -32%
CBT
1061
Crews Bank & Trust
Florida
$369K +$461K +8,219 New
PHIC
1062
Pine Haven Investment Counsel
Massachusetts
$368K -$60.3K -1,074 -12%
Financial Engines Advisors
1063
Financial Engines Advisors
California
$366K +$458K +8,164 New
OF
1064
Optimize Financial
California
$366K +$458K +8,158 New
UAS
1065
United Asset Strategies
New York
$365K -$61K -1,088 -12%
IBOK
1066
Independence Bank of Kentucky
Kentucky
$365K -$104K -1,860 -19%
NAS
1067
Nicolet Advisory Services
Wisconsin
$364K -$275K -4,895 -39%
S
1068
SimplyRich
California
$362K -$165K -2,935 -27%
RG
1069
Rathbones Group
United Kingdom
$360K -$38.7K -690 -8%
VIS
1070
Vega Investment Solutions
France
$359K +$449K +8,000 New
MMPW
1071
Mitchell McLeod Pugh & Williams
Alabama
$358K -$10.8K -193 -2%
FIA
1072
Foundations Investment Advisors
Arizona
$357K -$842 -15 -0.2%
ALAM
1073
Asahi Life Asset Management
Japan
$356K
CTC
1074
Cetera Trust Company
Minnesota
$355K -$512K -9,125 -54%
NFTC
1075
North Forty Two & Co
Oregon
$354K +$443K +7,893 New