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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1326
Navalign LLC
California
$855K +$15K +179 +2%
WDA
1327
Wendell David Associates
New Hampshire
$854K – – –
FAM
1328
Formidable Asset Management
Ohio
$852K -$106K -1,264 -11%
PWA
1329
Providence Wealth Advisors
Illinois
$843K -$32K -382 -4%
TCB
1330
Texas Capital Bancshares
Texas
$843K – – –
DP
1331
Dearborn Partners
Illinois
$840K -$6.45K -77 -0.8%
FIA
1332
Foundations Investment Advisors
Arizona
$839K +$30.4K +363 +4%
H
1333
HoyleCohen
California
$838K -$113K -1,350 -12%
AB
1334
Atlas Brown
Kentucky
$838K +$70.1K +837 +9%
CCP
1335
Clarkston Capital Partners
Michigan
$837K -$98.4K -1,175 -11%
CA
1336
Claro Advisors
Massachusetts
$837K -$503 -6 -0.1%
WANY
1337
Wealthspire Advisors (New York)
New York
$835K +$396K +4,733 +93%
MSFP
1338
Mark Sheptoff Financial Planning
Connecticut
$832K – – –
HPC
1339
Hobart Private Capital
North Carolina
$828K -$20.9K -249 -2%
DWA
1340
Douglass Winthrop Advisors
New York
$826K +$22K +263 +3%
OIM
1341
Oder Investment Management
California
$820K -$49.3K -588 -6%
TWP
1342
Tempus Wealth Planning
California
$819K +$6.12K +73 +0.8%
LOAMS
1343
Lombard Odier Asset Management (Switzerland)
Switzerland
$819K +$72.3K +863 +9%
BFM
1344
Boston Financial Management
Massachusetts
$819K +$267K +3,192 +49%
DT
1345
Diversified Trust
Tennessee
$817K -$236K -2,812 -23%
EAM
1346
Eagle Asset Management
Florida
$815K -$19.1K -228 -2%
BCWM
1347
Bartlett & Co Wealth Management
Ohio
$813K -$4.86K -58 -0.6%
SIG
1348
Sargent Investment Group
Maryland
$813K -$96.3K -1,150 -11%
BC
1349
Bartlett & Co
Ohio
$813K -$4.86K -58 -0.6%
CTA
1350
Chesley Taft & Associates
Illinois
$810K +$16.8K +200 +2%
52 53
54
55 56