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First Horizon

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Perigon Wealth Management
California
$301K +$7.24K +326 +3%
SPIA
402
Steward Partners Investment Advisory
New York
$299K -$2.24K -101 -0.8%
S
403
SimplyRich
California
$298K -$667 -30 -0.2%
TA
404
TruWealth Advisors
Louisiana
$298K
ABLA
405
Alan B. Lancz & Associates
Ohio
$296K
PAG
406
Poinciana Advisors Group
Florida
$294K
OL
407
one8zero8 LLC
North Carolina
$294K
ACIM
408
Azimuth Capital Investment Management
Michigan
$293K +$1.11K +50 +0.4%
P
409
Pitcairn
Pennsylvania
$282K -$161K -7,266 -37%
ECM
410
EMC Capital Management
Texas
$282K
CCM
411
Chickasaw Capital Management
Tennessee
$279K
MYAM
412
Meiji Yasuda Asset Management
Japan
$267K -$8.13K -366 -3%
ACA
413
Aptus Capital Advisors
Alabama
$255K -$22K -992 -8%
KCM
414
Kennedy Capital Management
Missouri
$253K
S
415
SignatureFD
Georgia
$252K -$2.24K -101 -0.9%
BA
416
BCM Advisors
Louisiana
$251K
NP
417
Nilsine Partners
Colorado
$249K
AWM
418
Affinity Wealth Management
Delaware
$249K +$245K +11,028 New
SGCA
419
Steel Grove Capital Advisors
Tennessee
$248K
WIC
420
Woodmont Investment Counsel
Tennessee
$241K
Credit Agricole
421
Credit Agricole
France
$235K +$231K +10,394 New
VCM
422
Voleon Capital Management
California
$233K +$229K +10,322 New
CL
423
CSS LLC
Illinois
$233K -$246K -11,070 -52%
PWPS
424
Pinnacle Wealth Planning Services
Ohio
$232K +$228K +10,271 New
BF
425
bLong Financial
Tennessee
$232K