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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
601
Tocqueville Asset Management
New York
$241K – – –
BWM
602
Baron Wealth Management
Michigan
$240K +$4.25K +10 +2%
GT
603
Glenview Trust
Kentucky
$238K -$849 -2 -0.4%
SC
604
Savant Capital
Illinois
$237K +$219K +516 New
HI
605
Horizon Investments
North Carolina
$237K -$15.3K -36 -7%
MFAM
606
Motley Fool Asset Management
Virginia
$237K -$20.4K -48 -8%
WP
607
Woodline Partners
California
$236K -$140K -330 -39%
IF
608
Intrua Financial
Texas
$234K -$17.8K -42 -8%
IFU
609
iSAM Funds (UK)
United Kingdom
$234K -$617K -1,453 -74%
FFA
610
Farther Finance Advisors
California
$230K +$37.4K +88 +21%
JSW
611
Journey Strategic Wealth
New Jersey
$230K +$213K +501 New
AIA
612
Arbor Investment Advisors
North Carolina
$230K – – –
BEC
613
Blue Edge Capital
Virginia
$230K – – –
MC
614
Middleton & Co
Massachusetts
$230K – – –
TFP
615
Tilia Fiduciary Partners
North Carolina
$227K – – –
CNBT
616
Canandaigua National Bank & Trust
New York
$225K -$63.3K -149 -23%
CAM
617
Claret Asset Management
Quebec, Canada
$224K +$207K +488 New
GVAG
618
Great Valley Advisor Group
Delaware
$224K +$206K +486 New
MGIA
619
Moneta Group Investment Advisors
Missouri
$223K +$206K +485 New
DFCM
620
Dark Forest Capital Management
Puerto Rico
$222K +$205K +483 New
PPWM
621
Perissos Private Wealth Management
Oklahoma
$220K +$203K +479 New
DWM
622
Diversify Wealth Management
Utah
$220K +$202K +475 New
DWT
623
Dorsey & Whitney Trust
South Dakota
$218K +$201K +473 New
BCMO
624
Buckingham Capital Management (Ohio)
Ohio
$216K +$200K +470 New
DWM
625
Drive Wealth Management
Utah
$214K +$197K +465 New
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