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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1301
Soltis Investment Advisors
Utah
$264K -$8.16K -31 -3%
AU
1302
AlphaGrep UK
$264K -$132K -503 -35%
TF
1303
Tompkins Financial
New York
$264K – – –
3IP
1304
3Chopt Investment Partners
Virginia
$264K +$14K +53 +6%
FMTC
1305
Farmers & Merchants Trust Company
California
$263K – – –
WPP
1306
Whalerock Point Partners
Rhode Island
$263K – – –
CCG
1307
Cypress Capital Group
Florida
$262K -$5.27K -20 -2%
TDB
1308
Thompson David Blair
$262K +$248K +940 New
HHRDM
1309
H&H Retirement Design & Management
Nevada
$261K -$25K -95 -9%
TBT
1310
Texas Bank & Trust
Texas
$261K – – –
IA
1311
IAM Advisory
Pennsylvania
$261K +$11.1K +42 +5%
SCM
1312
Sterling Capital Management
North Carolina
$261K -$247K -938 -50%
LF
1313
Lantz Financial
Illinois
$260K +$42.7K +162 +21%
SFC
1314
SYM Financial Corp
Indiana
$260K -$146K -555 -37%
EFM
1315
E Fund Management
China
$259K -$6.32K -24 -3%
CAM
1316
Cidel Asset Management
Ontario, Canada
$258K +$22.6K +86 +10%
RCM
1317
Radnor Capital Management
Pennsylvania
$258K – – –
CCM
1318
Cullen Capital Management
New York
$257K -$11.3K -43 -4%
PL
1319
Plancorp LLC
Missouri
$257K -$393K -1,491 -61%
HIC
1320
Harvey Investment Company
Kentucky
$256K – – –
RDFA
1321
Ritter Daniher Financial Advisory
Ohio
$256K -$20.5K -78 -8%
VA
1322
Valmark Advisers
Ohio
$256K +$1.84K +7 +0.8%
1WA
1323
180 Wealth Advisors
Washington
$254K +$3.95K +15 +2%
HP
1324
Hikari Power
Japan
$254K – – –
OFO
1325
OneAscent Family Office
Alabama
$253K +$39.2K +149 +20%