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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2726
Tortoise Investment Management
New York
$483K -$2.87K -18 -0.6%
LCGC
2727
Legacy Capital Group California
California
$482K +$4.94K +31 +1%
FNWA
2728
Financial Network Wealth Advisors
Utah
$482K +$15.8K +99 +3%
OWA
2729
One Wealth Advisors
California
$482K -$5.9K -37 -1%
RSS
2730
Rosenblum Silverman Sutton
California
$482K -$87.7K -550 -15%
AT
2731
American Trust
Kentucky
$480K -$80K -502 -14%
COA
2732
Crown Oak Advisors
California
$479K +$5.1K +32 +1%
PMSA
2733
Patrick M. Sweeney & Associates
Illinois
$479K +$46.2K +290 +10%
EHAM
2734
Eagle Harbor Asset Management
Washington
$476K -$6.06K -38 -1%
TCBWMS
2735
Texas Capital Bank Wealth Management Services
Texas
$476K +$144K +900 +42%
SBF
2736
Sara-Bay Financial
Florida
$475K +$176K +1,103 +57%
CS
2737
Candriam SCA
Luxembourg
$474K -$567K -3,556 -54%
GF
2738
Gries Financial
Ohio
$473K -$106K -663 -18%
DWP
2739
Destiny Wealth Partners
Florida
$473K +$1.12K +7 +0.2%
BPFA
2740
Barnes Pettey Financial Advisors
Mississippi
$473K – – –
FCA
2741
Fortis Capital Advisors
Kansas
$472K +$140K +879 +41%
JF
2742
Joule Financial
Kentucky
$470K +$23.6K +148 +5%
WA
2743
Wealth Architects
California
$469K +$10.5K +66 +2%
WIM
2744
Warwick Investment Management
Texas
$469K +$20.3K +127 +4%
ACM
2745
Ashford Capital Management
Delaware
$469K – – –
S
2746
Sunpointe
Missouri
$467K -$69.7K -437 -13%
SWM
2747
Sugarloaf Wealth Management
Georgia
$467K +$205K +1,285 +75%
CFG
2748
Compton Financial Group
Maryland
$467K +$1.59K +10 +0.3%
SL
2749
Sentinus LLC
Illinois
$467K -$232K -1,455 -33%
RI
2750
Ridgewood Investments
New Jersey
$467K – – –