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First American

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
301
Baker Avenue Asset Management
California
$336K +$61K +915 +23%
AWA
302
Aaron Wealth Advisors
Illinois
$333K +$4.93K +74 +2%
MSRPS
303
Maryland State Retirement & Pension System
Maryland
$333K – – –
DWM
304
Diversify Wealth Management
Utah
$317K -$211K -3,170 -43%
DAS
305
Diversify Advisory Services
Utah
$317K +$50.5K +758 +22%
LAM
306
LECAP Asset Management
United Kingdom
$317K -$406K -6,092 -57%
GCA
307
Greenwood Capital Associates
South Carolina
$314K +$305K +4,576 New
KAS
308
Kestra Advisory Services
Texas
$313K -$10.7K -161 -3%
CMF
309
Counterpoint Mutual Funds
California
$312K +$304K +4,555 New
GFG
310
Goldstone Financial Group
Illinois
$296K -$17.9K -269 -6%
GC
311
Guggenheim Capital
Illinois
$294K +$286K +4,283 New
PI
312
Pettee Investors
Connecticut
$293K – – –
PA
313
Procyon Advisors
Connecticut
$291K – – –
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$291K +$100K +1,505 +55%
FTWA
315
Fifth Third Wealth Advisors
Ohio
$288K +$280K +4,195 New
CIA
316
Concurrent Investment Advisors
Florida
$284K +$276K +4,140 New
WA1
317
Wimmer Associates 1
California
$272K – – –
NERM
318
New England Research & Management
Illinois
$271K – – –
Lido Advisors
319
Lido Advisors
California
$270K -$43.7K -656 -14%
FFA
320
Farther Finance Advisors
California
$269K +$9.67K +145 +4%
IGAM
321
iA Global Asset Management
Quebec, Canada
$258K +$251K +3,759 New
OL
322
Optas LLC
Texas
$257K +$2.33K +35 +0.9%
PCM
323
Pavaki Capital Management
Colorado
$254K – – –
AFG
324
Atomi Financial Group
New York
$254K +$247K +3,699 New
SL
325
Sentry LLC
Tennessee
$252K – – –