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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
576
Baron Wealth Management
Michigan
$232K – – –
BFG
577
Bouchey Financial Group
New York
$232K – – –
TC
578
TwinBeech Capital
New York
$232K +$238K +510 New
BBW
579
Blue Barn Wealth
Utah
$231K +$237K +509 New
LI
580
Lafayette Investments
Maryland
$230K +$3.26K +7 +1%
LIM
581
Leavell Investment Management
Alabama
$229K +$23.8K +51 +11%
AIA
582
Arbor Investment Advisors
North Carolina
$227K – – –
BEC
583
Blue Edge Capital
Virginia
$227K – – –
MC
584
Middleton & Co
Massachusetts
$227K – – –
Bank Julius Baer & Co
585
Bank Julius Baer & Co
Switzerland
$227K +$233K +499 New
PA
586
Pinnacle Associates
New York
$225K -$5.13K -11 -2%
DAS
587
Dynamic Advisor Solutions
Arizona
$224K +$932 +2 +0.4%
TFP
588
Tilia Fiduciary Partners
North Carolina
$224K +$2.8K +6 +1%
SSW
589
Smith Shellnut Wilson
Mississippi
$221K – – –
MGIA
590
Moneta Group Investment Advisors
Missouri
$221K -$14K -30 -6%
MAM
591
Martingale Asset Management
Massachusetts
$220K – – –
Lido Advisors
592
Lido Advisors
California
$220K +$25.6K +55 +13%
SC
593
Savant Capital
Illinois
$219K +$5.59K +12 +3%
PPWM
594
Perissos Private Wealth Management
Oklahoma
$217K +$222K +477 New
WP
595
WMS Partners
Maryland
$215K +$5.59K +12 +3%
GA
596
Geller Advisors
New York
$214K -$3.73K -8 -2%
BCMO
597
Buckingham Capital Management (Ohio)
Ohio
$214K – – –
DWM
598
Drive Wealth Management
Utah
$213K -$8.39K -18 -4%
OCM
599
One Capital Management
California
$209K -$15.4K -33 -7%
Connor, Clark & Lunn Investment Management (CC&L)
600
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$209K +$214K +460 New