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Name Holding Trade Value Shares
Change
Change in
Stake
AI
951
Accredited Investors
Minnesota
$226K +$222K +1,212 New
CAI
952
Capital Advisors Inc
Oklahoma
$224K – – –
BWM
953
BigSur Wealth Management
Florida
$224K +$220K +1,200 New
Fuller & Thaler Asset Management
954
Fuller & Thaler Asset Management
California
$223K – – –
MHIC
955
Marble Harbor Investment Counsel
Massachusetts
$223K – – –
BDF
956
Balasa Dinverno & Foltz
$222K +$219K +1,195 New
QAM
957
QCI Asset Management
New York
$221K – – –
SPIA
958
Steward Partners Investment Advisory
New York
$221K +$218K +1,189 New
SC
959
SouthState Corp
Florida
$220K -$5.51K -30 -2%
PNC
960
Park National Corp
Ohio
$218K – – –
AWMF
961
Arbor Wealth Management (Florida)
Florida
$218K +$208K +1,134 New
MIM
962
Marco Investment Management
Georgia
$217K – – –
MM
963
Meridian Management
Arkansas
$217K – – –
EFS
964
Essex Financial Services
Connecticut
$217K +$213K +1,163 New
FPFS
965
First Personal Financial Services
North Carolina
$215K +$95.8K +522 +83%
RWA
966
Ropes Wealth Advisors
Massachusetts
$215K +$131K +715 +164%
Fisher Asset Management
967
Fisher Asset Management
Washington
$214K +$211K +1,148 New
RWMH
968
Riverpoint Wealth Management Holdings
Illinois
$214K +$213K +1,160 New
YIA
969
YHB Investment Advisors
Connecticut
$213K +$210K +1,145 New
MFBTD
970
MB Financial Bank - Trust Department
Illinois
$209K +$12.8K +70 +7%
AW
971
Alpha Windward
Massachusetts
$208K +$1.1K +6 +0.5%
PFPT
972
Pinnacle Financial Partners (Tennessee)
Tennessee
$207K +$204K +1,110 New
KA
973
Kovack Advisors
Florida
$207K +$204K +1,112 New
PCA
974
Personal Capital Advisors
California
$207K +$204K +1,114 New
MCM
975
McRae Capital Management
New Jersey
$206K +$203K +1,104 New