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Name Holding Trade Value Shares
Change
Change in
Stake
SFO
526
Stokes Family Office
Louisiana
$253K +$233K +520 New
KAS
527
Kestra Advisory Services
Texas
$252K +$232K +518 New
PA
528
Parallel Advisors
California
$251K +$163K +364 +239%
NIMI
529
Natixis Investment Managers International
France
$249K -$15.7K -35 -6%
CA
530
Calton & Associates
Florida
$249K -$5.38K -12 -2%
TFP
531
Tilia Fiduciary Partners
North Carolina
$248K +$229K +511 New
LWAC
532
Laurel Wealth Advisors (California)
California
$247K +$227K +507 New
SFA
533
Sequoia Financial Advisors
Ohio
$246K +$227K +507 New
BEC
534
Blue Edge Capital
Virginia
$243K +$224K +500 New
TPWA
535
TRUE Private Wealth Advisors
Oregon
$243K -$65.9K -147 -23%
AIA
536
Arbor Investment Advisors
North Carolina
$243K +$224K +500 New
B
537
Bailard
California
$243K +$224K +500 New
MCM
538
Murphy Capital Management
New Jersey
$243K +$224K +500 New
LC
539
LCNB Corp
Ohio
$239K -$17.9K -40 -8%
ECM
540
Estabrook Capital Management
New York
$236K – – –
CT
541
Caldwell Trust
Florida
$234K -$31.4K -70 -13%
KeyBank National Association
542
KeyBank National Association
Ohio
$231K +$213K +476 New
SPWG
543
Sage Private Wealth Group
Illinois
$230K -$9.42K -21 -4%
MWPCG
544
Measured Wealth Private Client Group
New Hampshire
$228K +$210K +469 New
RWA
545
River Wealth Advisors
Pennsylvania
$228K +$210K +469 New
BCMO
546
Buckingham Capital Management (Ohio)
Ohio
$226K +$209K +465 New
CC
547
Chicago Capital
Illinois
$226K +$209K +466 New
WFI
548
West Family Investments
California
$224K +$207K +461 New
MYAM
549
Meiji Yasuda Asset Management
Japan
$221K +$204K +454 New
CIBC Private Wealth Group
550
CIBC Private Wealth Group
Georgia
$219K +$202K +450 New