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Name Holding Trade Value Shares
Change
Change in
Stake
ZF
876
Zhang Financial
Michigan
$263K -$17.9K -467 -6%
MAM
877
Mystic Asset Management
Rhode Island
$261K -$119K -3,098 -29%
AUB
878
Atlantic Union Bankshares
Virginia
$261K -$3.18M -82,747 -92%
SYBT
879
Stock Yards Bank & Trust
Kentucky
$260K -$84.6K -2,204 -23%
SWM
880
Spire Wealth Management
Virginia
$259K +$54.8K +1,426 +24%
WHC
881
Wulff, Hansen & Co
California
$259K +$285K +7,424 New
AIP
882
Ameritas Investment Partners
Nebraska
$258K -$9.6K -250 -3%
SC
883
Steph & Co
Wisconsin
$257K +$278K +7,250 +5,943%
CIA
884
Choate Investment Advisors
Massachusetts
$257K -$2.11K -55 -0.7%
MWM
885
Mission Wealth Management
California
$256K +$24.8K +647 +10%
WJWM
886
Williams Jones Wealth Management
New York
$254K -$78.6K -2,047 -22%
PCG
887
Prosperity Consulting Group
Maryland
$254K +$279K +7,278 New
MWC
888
MBM Wealth Consultants
Missouri
$254K +$49.3K +1,283 +21%
DCBT
889
Dakota Community Bank & Trust
North Dakota
$253K +$66K +1,719 +31%
FWM
890
FMA Wealth Management
Massachusetts
$250K +$84.5K +2,200 New
BHPW
891
Beverly Hills Private Wealth
California
$250K +$33.2K +864 +14%
Fisher Asset Management
892
Fisher Asset Management
Washington
$248K -$46.6K -1,213 -15%
KFP
893
KMG Fiduciary Partners
Ohio
$248K +$272K +7,095 New
LA
894
Legacy Advisors
Pennsylvania
$248K +$36.3K +944 +15%
WIC
895
Wilkins Investment Counsel
Massachusetts
$248K -$8.95K -233 -3%
MFA
896
Mayflower Financial Advisors
Massachusetts
$247K -$24.7K -644 -8%
HA
897
Herold Advisors
New York
$247K -$7.49K -195 -3%
BBNA
898
Bremer Bank National Association
Minnesota
$246K
RFP
899
Root Financial Partners
California
$244K -$54.1K -1,409 -17%
EWA
900
Exencial Wealth Advisors
Oklahoma
$243K +$3.34K +87 +1%