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Name Holding Trade Value Shares
Change
Change in
Stake
SC
651
Syon Capital
California
$393K -$27.1K -141 -6%
CNBT
652
Canandaigua National Bank & Trust
New York
$393K -$9.61K -50 -2%
BFA
653
Bill Few Associates
Pennsylvania
$391K – – –
BP
654
Ballentine Partners
Massachusetts
$391K +$53.8K +280 +14%
BPA
655
Beacon Pointe Advisors
California
$389K -$192 -1 -0%
THCM
656
Taylor Hoffman Capital Management
Virginia
$385K -$9.81K -51 -2%
WWM
657
Waterway Wealth Management
Texas
$384K +$4.81K +25 +1%
SPC
658
Sigma Planning Corp
Michigan
$381K +$5.77K +30 +1%
APW
659
Aventura Private Wealth
Florida
$378K – – –
DI
660
Diligent Investors
California
$374K – – –
ABWM
661
Alpine Bank Wealth Management
Colorado
$374K +$409K +2,128 New
ATC
662
Argent Trust Co
Tennessee
$373K +$3.85K +20 +1%
FM
663
Foster & Motley
Ohio
$371K -$90.4K -470 -18%
AIM
664
Avity Investment Management
Connecticut
$368K -$14.4K -75 -3%
HIC
665
Holderness Investments Company
North Carolina
$368K -$19.2K -100 -5%
CA
666
Clearstead Advisors
Ohio
$366K +$8.85K +46 +2%
T. Rowe Price Investment Management
667
T. Rowe Price Investment Management
Maryland
$361K +$46.5K +242 +13%
WCA
668
Westover Capital Advisors
Delaware
$360K – – –
EW
669
Elyxium Wealth
California
$360K +$394K +2,047 New
RBC
670
Romano Brothers & Co
Illinois
$357K – – –
Luther King Capital Management (LKCM)
671
Luther King Capital Management (LKCM)
Texas
$357K -$33.5K -174 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
672
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$351K +$385K +2,000 New
TL
673
Tradewinds LLC
North Carolina
$350K -$6.34K -33 -2%
BWP
674
Barlow Wealth Partners
Kentucky
$350K -$3.85K -20 -1%
GSWM
675
Golden State Wealth Management
California
$349K +$335K +1,740 +707%