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Name Holding Trade Value Shares
Change
Change in
Stake
AO
701
Advisor OS
Illinois
$587K +$46.4K +316 +8%
SAM
702
Shell Asset Management
Netherlands
$584K -$860K -5,852 -59%
AIM
703
Anchor Investment Management
South Carolina
$583K -$29.4K -200 -5%
BTWM
704
Baker Tilly Wealth Management
Wisconsin
$579K -$224K -1,528 -28%
PRC
705
Pearl River Capital
Michigan
$574K -$353K -2,401 -38%
CK
706
Cohen Klingenstein
New York
$571K
API
707
Advisor Partners II
California
$569K -$168K -1,141 -23%
SI
708
Stephens Inc
Arkansas
$569K -$213K -1,448 -27%
AGC
709
Aspen Grove Capital
Colorado
$569K +$574K +3,906 New
BWP
710
BSW Wealth Partners
Colorado
$568K -$270K -1,835 -32%
TGAM
711
TBH Global Asset Management
Tennessee
$567K
WIC
712
Woodmont Investment Counsel
Tennessee
$567K
SC
713
Sagefield Capital
Texas
$566K -$935K -6,365 -62%
PP
714
PrairieView Partners
Minnesota
$564K +$147 +1 +0%
Balyasny Asset Management
715
Balyasny Asset Management
Illinois
$560K -$2.3M -15,667 -80%
SCA
716
Stokes Capital Advisors
South Carolina
$557K -$5.29K -36 -0.9%
BHWM
717
Bar Harbor Wealth Management
New Hampshire
$555K -$36.7K -250 -6%
HIS
718
Harvest Investment Services
Illinois
$554K -$22.8K -155 -4%
HHAA
719
Henry H. Armstrong Associates
Pennsylvania
$553K -$25.7K -175 -4%
TIA
720
Tandem Investment Advisors
South Carolina
$549K +$4.7K +32 +0.9%
SC
721
Saturna Capital
Washington
$547K -$155K -1,055 -22%
NERM
722
New England Research & Management
Illinois
$546K +$551K +3,750 New
ISB
723
Iowa State Bank
Iowa
$545K -$1.43M -9,702 -72%
MGIM
724
M&G Investment Management
United Kingdom
$543K +$6.17K +42 +1%
GWWM
725
Great Waters Wealth Management
Minnesota
$542K +$522K +3,556 New