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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
376
Murphy Capital Management
New Jersey
$367K -$25.5K -400 -7%
AAS
377
Avantax Advisory Services
Texas
$365K +$29.5K +462 +9%
ACM
378
Alethea Capital Management
Washington
$365K +$358K +5,613 New
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$361K +$7.65K +120 +2%
SC
380
Schulhoff & Co
Ohio
$357K – – –
S
381
SignatureFD
Georgia
$356K -$42.9K -672 -11%
AP
382
Advisor Partners
California
$353K +$73.3K +1,149 +28%
KRSITF
383
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$351K -$10K -157 -3%
ACP
384
Ashfield Capital Partners
California
$350K – – –
IC
385
InterOcean Capital
Illinois
$350K – – –
MG
386
Meritage Group
California
$337K +$331K +5,183 New
SFS
387
Sowell Financial Services
Arkansas
$331K -$144K -2,264 -31%
SMC
388
Smith, Moore & Co
Missouri
$327K +$4.34K +68 +1%
DIM
389
DC Investments Management
Virginia
$327K +$321K +5,030 New
GLA
390
Good Life Advisors
Pennsylvania
$322K – – –
QI
391
Qtron Investments
Massachusetts
$322K +$315K +4,942 New
ABTD
392
Arvest Bank Trust Division
Oklahoma
$317K -$38.4K -602 -11%
DCM
393
Dupont Capital Management
Delaware
$316K +$168K +2,639 +119%
FMWA
394
Forvis Mazars Wealth Advisors
Missouri
$315K +$309K +4,839 New
IAA
395
Independent Advisor Alliance
North Carolina
$314K – – –
MCM
396
MAI Capital Management
Ohio
$311K -$46.4K -728 -13%
TAM
397
Tocqueville Asset Management
New York
$306K -$12.8K -200 -4%
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$302K +$22.6K +354 +8%
GWM
399
Geneos Wealth Management
Colorado
$298K +$6.44K +101 +2%
AFM
400
Andesa Financial Management
Pennsylvania
$295K -$49.6K -778 -15%