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Name Holding Trade Value Shares
Change
Change in
Stake
CC
476
Cadinha & Co
Hawaii
$263K – – –
PP
477
Pegasus Partners
Wisconsin
$261K -$148K -1,255 -39%
FAM
478
Fulcrum Asset Management
United Kingdom
$261K – – –
SAS
479
Stelac Advisory Services
New York
$259K -$424K -3,601 -65%
Mackenzie Financial
480
Mackenzie Financial
Ontario, Canada
$259K -$9.53K -81 -4%
MS
481
Madden Securities
Texas
$257K +$229K +1,950 New
CCP
482
Corient Capital Partners
California
$257K +$230K +1,956 New
AGP
483
Autumn Glory Partners
Texas
$256K +$229K +1,946 New
FEM
484
Fulcrum Equity Management
Texas
$252K +$225K +1,915 New
ACM
485
Aquatic Capital Management
Illinois
$250K +$223K +1,900 New
CJL
486
Cyrus J. Lawrence
New York
$250K +$223K +1,900 New
DTL
487
Dynamic Technology Lab
Singapore
$238K +$213K +1,811 New
1WM
488
1900 Wealth Management
Texas
$237K +$212K +1,800 New
CBTWT
489
Community Bank & Trust (Waco, Texas)
Texas
$237K +$212K +1,800 New
FW
490
FirstPurpose Wealth
Utah
$235K +$210K +1,784 New
AWS
491
Atria Wealth Solutions
New York
$231K +$205K +1,745 New
ECM
492
EagleClaw Capital Management
Massachusetts
$230K -$35.3K -300 -15%
MCM
493
MAI Capital Management
Ohio
$230K +$205K +1,747 New
OWP
494
Obermeyer Wealth Partners
Colorado
$230K +$206K +1,750 New
VWM
495
Valley Wealth Managers
New Jersey
$227K +$203K +1,725 New
RIA
496
Realta Investment Advisors
Delaware
$227K +$203K +1,728 New
TW
497
TrinityPoint Wealth
Connecticut
$227K +$203K +1,729 New
SICM
498
Sustainable Insight Capital Management
New York
$224K -$84.3K -717 -30%
CIBC World Market
499
CIBC World Market
Ontario, Canada
$224K +$201K +1,706 New
BL
500
Balentine LLC
Georgia
$220K +$197K +1,674 New