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Name Holding Trade Value Shares
Change
Change in
Stake
PP
951
Paloma Partners
Connecticut
$448K -$10.5M -173,354 -96%
BCM
952
BTR Capital Management
California
$447K +$15.4K +256 +4%
TCM
953
Teza Capital Management
Illinois
$446K +$422K +7,001 New
FAIM
954
Financial Advocates Investment Management
Washington
$444K +$61.4K +1,018 +17%
CWP
955
CFM Wealth Partners
Texas
$443K – – –
XWM
956
Xcel Wealth Management
Florida
$443K +$84.1K +1,394 +25%
RMCM
957
Reynders McVeigh Capital Management
Massachusetts
$440K +$19.3K +320 +5%
FNT
958
First Nebraska Trust
Nebraska
$440K -$4.52K -75 -1%
RWA
959
Ropes Wealth Advisors
Massachusetts
$439K -$5.31K -88 -1%
Allworth Financial
960
Allworth Financial
California
$438K +$47K +780 +13%
PL
961
Parthenon LLC
Kentucky
$437K -$4.58K -76 -1%
SFP
962
Sweet Financial Partners
Minnesota
$437K +$117K +1,938 +39%
Global Retirement Partners
963
Global Retirement Partners
California
$437K +$393K +6,521 New
MCM
964
Mill Capital Management
North Carolina
$433K – – –
AC
965
Abbrea Capital
California
$433K +$31.1K +515 +8%
RFM
966
Royal Fund Management
Florida
$433K +$57.8K +958 +16%
FIM
967
Fernwood Investment Management
Massachusetts
$430K – – –
ASFA
968
All Season Financial Advisors
Colorado
$430K +$407K +6,755 New
CBT
969
CoreFirst Bank & Trust
Kansas
$424K +$844 +14 +0.2%
Washington Trust
970
Washington Trust
Rhode Island
$420K -$5.67K -94 -1%
CPA
971
Court Place Advisors
Maryland
$420K – – –
GC
972
Gilbert & Cook
Iowa
$420K +$24K +398 +6%
WDL
973
Well Done LLC
Michigan
$419K -$6.51K -108 -2%
EP
974
Eudaimonia Partners
Tennessee
$419K +$396K +6,573 New
Mather Group
975
Mather Group
Illinois
$415K +$37.1K +615 +10%