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Name Holding Trade Value Shares
Change
Change in
Stake
EM
726
Excalibur Management
Massachusetts
$368K -$872 -4 -0.2%
CBTWT
727
Community Bank & Trust (Waco, Texas)
Texas
$368K – – –
SC
728
Sapient Capital
Indiana
$368K -$204K -937 -36%
QI
729
Qtron Investments
Massachusetts
$368K -$165K -756 -32%
WC
730
Wynn Capital
Georgia
$367K – – –
CCA
731
Checchi Capital Advisers
California
$364K -$3.05K -14 -0.9%
Empower Advisory Group
732
Empower Advisory Group
Colorado
$364K -$1.52K -7 -0.4%
PIM
733
Penobscot Investment Management
Massachusetts
$363K – – –
LWM
734
Lakeridge Wealth Management
Ohio
$362K +$1.52K +7 +0.4%
EP
735
Essential Partners
California
$361K – – –
FM
736
Foster & Motley
Ohio
$361K -$6.97K -32 -2%
RIG
737
Renaissance Investment Group
Massachusetts
$359K -$76.3K -350 -18%
PCS
738
Personal CFO Solutions
New Jersey
$358K +$7.41K +34 +2%
RIL
739
Rothschild Investment LLC
Illinois
$358K -$1.09K -5 -0.3%
FFC
740
Frederick Financial Consultants
Maryland
$357K -$23.5K -108 -6%
TCWA
741
Turtle Creek Wealth Advisors
Texas
$353K -$16.6K -76 -5%
MNA
742
Manning & Napier Advisors
New York
$352K -$2.18K -10 -0.6%
EWA
743
EverSource Wealth Advisors
Alabama
$350K -$89.8K -412 -21%
AG
744
AlTi Global
New York
$349K +$8.71K +40 +3%
PWS
745
Proactive Wealth Strategies
Georgia
$349K -$3.49K -16 -1%
SI
746
Stephens Inc
Arkansas
$345K -$12.4K -57 -4%
WT
747
Whittier Trust
California
$341K +$872 +4 +0.3%
FB
748
Fulton Bank
Pennsylvania
$340K -$2.62K -12 -0.8%
PMSA
749
Patrick M. Sweeney & Associates
Illinois
$339K – – –
TCOTS
750
Trust Company of the South
North Carolina
$338K – – –