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Name Holding Trade Value Shares
Change
Change in
Stake
IP
951
Isthmus Partners
Wisconsin
$312K -$24.7K -130 -7%
AAS
952
Avantax Advisory Services
Texas
$310K +$92.4K +487 +44%
WANY
953
Wealthspire Advisors (New York)
New York
$309K +$17.1K +90 +6%
JCM
954
JS Capital Management
New York
$309K +$304K +1,600 New
PL
955
Plancorp LLC
Missouri
$306K – – –
EIA
956
Edgemoor Investment Advisors
Maryland
$305K – – –
AC
957
Asio Capital
Kentucky
$304K +$299K +1,575 New
Fayez Sarofim & Co
958
Fayez Sarofim & Co
Texas
$303K +$4.75K +25 +2%
AI
959
Accredited Investors
Minnesota
$302K -$20.3K -107 -6%
CWP
960
CFM Wealth Partners
Texas
$301K +$296K +1,559 New
CCG
961
Cypress Capital Group
Florida
$300K -$28.3K -149 -9%
AWA
962
Arete Wealth Advisors
Illinois
$298K +$1.14K +6 +0.4%
WPW
963
Waldron Private Wealth
Pennsylvania
$297K – – –
GFP
964
Gryphon Financial Partners
Ohio
$297K +$10.3K +54 +4%
RDWM
965
Red Door Wealth Management
Tennessee
$297K +$297K +1,567 New
MFW
966
Meristem Family Wealth
Minnesota
$295K – – –
FWP
967
FAS Wealth Partners
Kansas
$295K +$759 +4 +0.3%
PAM
968
Peak Asset Management
Colorado
$290K – – –
CONA
969
Capital One National Association
New York
$286K +$281K +1,480 New
CG
970
Corundum Group
Colorado
$284K +$10.6K +56 +4%
RIL
971
Rothschild Investment LLC
Illinois
$280K – – –
PWM
972
Perigon Wealth Management
California
$280K +$34.7K +183 +14%
MIA
973
MainStreet Investment Advisors
Illinois
$277K +$273K +1,439 New
AIA
974
Angeles Investment Advisors
California
$274K +$5.88K +31 +2%
PL
975
Perpetual Ltd
Australia
$271K – – –