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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
751
Davis Investment Partners
North Carolina
$886K +$696K +4,187 New
EI
752
EDMP Inc
Florida
$882K +$180K +1,084 +27%
MC
753
Martin & Co
Tennessee
$880K +$18.3K +110 +2%
FTDI
754
First Trust Direct Indexing
Massachusetts
$872K +$286K +1,720 +52%
CGIM
755
Capital Group Investment Management
Singapore
$872K +$836K +5,033 New
MGP
756
Metis Global Partners
California
$867K +$234K +1,410 +39%
CD
757
Chapin Davis
Maryland
$867K +$832K +5,004 New
MCM
758
Mendel Capital Management
Arkansas
$865K +$207K +1,243 +33%
MCA
759
Millennium Capital Advisors
Arkansas
$864K +$8.47K +51 +1%
JWBC
760
J.W. Burns & Co
New York
$864K -$99.5K -599 -11%
BFS
761
Bradley Foster & Sargent
Connecticut
$847K +$34.9K +210 +4%
CG
762
Caprock Group
Idaho
$845K +$16.1K +97 +2%
ClearBridge Investments
763
ClearBridge Investments
New York
$844K +$2.49K +15 +0.3%
RWA
764
River Wealth Advisors
Pennsylvania
$842K +$100K +603 +14%
CI Investments Inc
765
CI Investments Inc
Ontario, Canada
$842K +$347K +2,088 +75%
HVP
766
Hudson Value Partners
Florida
$840K +$8.31K +50 +1%
LFAS
767
Level Four Advisory Services
Texas
$837K +$210K +1,265 +35%
SW
768
SVB Wealth
Massachusetts
$837K +$86.9K +523 +12%
BAM
769
Belpointe Asset Management
Nevada
$835K -$3.82K -23 -0.5%
TGAM
770
TBH Global Asset Management
Tennessee
$834K – – –
IGWM
771
ICA Group Wealth Management
Colorado
$833K -$55.5K -334 -6%
WT
772
Whittier Trust
California
$832K +$8.31K +50 +1%
MBT
773
Montecito Bank & Trust
California
$822K -$10.8K -65 -1%
BA
774
Bellwether Advisors
Nebraska
$816K +$773K +4,649 +7,748%
BHC
775
Bowen Hanes & Co
Florida
$815K -$157K -945 -17%