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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
601
NEOS Investment Management
Connecticut
$244K – – –
PA
602
Pinnacle Associates
New York
$242K +$215K +507 New
TAM
603
Tocqueville Asset Management
New York
$241K – – –
BWM
604
Baron Wealth Management
Michigan
$240K +$4.25K +10 +2%
GT
605
Glenview Trust
Kentucky
$238K -$849 -2 -0.4%
SC
606
Savant Capital
Illinois
$237K +$219K +516 New
HI
607
Horizon Investments
North Carolina
$237K -$15.3K -36 -7%
MFAM
608
Motley Fool Asset Management
Virginia
$237K -$20.4K -48 -8%
WP
609
Woodline Partners
California
$236K -$140K -330 -39%
IF
610
Intrua Financial
Texas
$234K -$17.8K -42 -8%
IFU
611
iSAM Funds (UK)
United Kingdom
$234K -$617K -1,453 -74%
FFA
612
Farther Finance Advisors
California
$230K +$37.4K +88 +21%
JSW
613
Journey Strategic Wealth
New Jersey
$230K +$213K +501 New
AIA
614
Arbor Investment Advisors
North Carolina
$230K – – –
BEC
615
Blue Edge Capital
Virginia
$230K – – –
MC
616
Middleton & Co
Massachusetts
$230K – – –
TFP
617
Tilia Fiduciary Partners
North Carolina
$227K – – –
CNBT
618
Canandaigua National Bank & Trust
New York
$225K -$63.3K -149 -23%
CAM
619
Claret Asset Management
Quebec, Canada
$224K +$207K +488 New
GVAG
620
Great Valley Advisor Group
Delaware
$224K +$206K +486 New
MGIA
621
Moneta Group Investment Advisors
Missouri
$223K +$206K +485 New
DFCM
622
Dark Forest Capital Management
Puerto Rico
$222K +$205K +483 New
PPWM
623
Perissos Private Wealth Management
Oklahoma
$220K +$203K +479 New
DWM
624
Diversify Wealth Management
Utah
$220K +$202K +475 New
DWT
625
Dorsey & Whitney Trust
South Dakota
$218K +$201K +473 New
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