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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
851
Abacus Wealth Partners
California
$494K -$9.28K -72 -2%
CIA
852
Citadel Investment Advisory
Ohio
$492K
JIP
853
Jaffetilchin Investment Partners
Florida
$491K +$458K +3,554 New
IWM
854
IHT Wealth Management
Illinois
$490K +$457K +3,545 New
RSWM
855
Robertson Stephens Wealth Management
California
$488K +$11.1K +86 +2%
Fayez Sarofim & Co
856
Fayez Sarofim & Co
Texas
$487K +$40.1K +311 +10%
AssetMark Inc
857
AssetMark Inc
California
$486K -$37.4K -290 -8%
CFFP
858
Center for Financial Planning
Michigan
$481K +$54.9K +426 +14%
MIC
859
Means Investment Company
Maine
$479K +$1.68K +13 +0.4%
EP
860
Eudaimonia Partners
Tennessee
$477K -$7.48K -58 -2%
MOS
861
MGO One Seven
Ohio
$476K +$444K +3,444 New
JFGLC
862
Johnson Financial Group LLC (Colorado)
Colorado
$475K +$443K +3,435 New
CT
863
Coastline Trust
Rhode Island
$474K -$10.3K -80 -2%
BWA
864
BDO Wealth Advisors
Florida
$473K -$34K -264 -7%
QI
865
Qtron Investments
Massachusetts
$468K -$64.6K -501 -13%
HT
866
Heritage Trust
Oklahoma
$468K +$1.8K +14 +0.4%
GJIC
867
Gamble Jones Investment Counsel
California
$467K
RTC
868
Riverview Trust Company
Washington
$466K
RIM
869
Regent Investment Management
Kentucky
$461K -$5.16K -40 -1%
BS
870
Bessemer Securities
New York
$458K
WPA
871
West Paces Advisors
Georgia
$456K +$71.7K +556 +20%
DBIA
872
Dumont & Blake Investment Advisors
New Jersey
$455K
PIM
873
Perpetual Investment Management
Australia
$455K
WI
874
Wedgewood Investors
Pennsylvania
$454K -$18K -140 -4%
MNBTD
875
Moody National Bank Trust Division
Texas
$452K +$2.06K +16 +0.5%