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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
751
AIMZ Investment Advisors
California
$250K +$204K +2,190 New
SC
752
Scotia Capital
Ontario, Canada
$249K +$204K +2,182 New
FFM
753
Forum Financial Management
Illinois
$248K +$203K +2,177 New
CFO
754
Collective Family Office
Pennsylvania
$248K -$56K -600 -22%
IAIM
755
International Assets Investment Management
Florida
$248K +$194K +2,074 New
SWM
756
Spire Wealth Management
Virginia
$247K -$34.3K -368 -15%
SF
757
Symphony Financial
Texas
$245K +$200K +2,147 New
RMCM
758
Reynders McVeigh Capital Management
Massachusetts
$243K +$199K +2,128 New
APW
759
Austin Private Wealth
Texas
$243K +$176K +1,886 New
TAM
760
Trust Asset Management
Texas
$240K +$196K +2,100 New
New York State Common Retirement Fund
761
New York State Common Retirement Fund
New York
$239K
CIA
762
Concurrent Investment Advisors
Florida
$239K +$195K +2,095 New
GL
763
Graypoint LLC
New York
$238K +$195K +2,086 New
SP
764
Symmetry Partners
Connecticut
$238K +$195K +2,086 New
RIM
765
Rakuten Investment Management
Japan
$237K +$177K +1,894 +1,029%
GVAG
766
Great Valley Advisor Group
Delaware
$236K +$193K +2,070 New
PVI
767
Pine Valley Investments
New Jersey
$235K +$192K +2,057 New
TAM
768
Tocqueville Asset Management
New York
$233K -$105K -1,121 -35%
ISWM
769
Independent Solutions Wealth Management
New York
$232K +$190K +2,036 New
EFS
770
Essex Financial Services
Connecticut
$232K +$190K +2,033 New
ACM
771
Allred Capital Management
Texas
$232K +$190K +2,031 New
CAG
772
Csenge Advisory Group
Florida
$231K +$189K +2,027 New
BTW
773
Boston Trust Walden
Massachusetts
$231K +$189K +2,026 New
JWM
774
Jeppson Wealth Management
California
$231K +$189K +2,022 New
AWM
775
Ameliora Wealth Management
Switzerland
$228K +$187K +2,000 New