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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
1176
Vanguard Personalized Indexing Management
California
$165K -$47.8K -1,418 -23%
CT
1177
Caldwell Trust
Florida
$165K -$6.78K -201 -4%
ATC
1178
Adirondack Trust Company
New York
$164K
KPW
1179
Kore Private Wealth
New York
$164K +$809 +24 +0.5%
SNT
1180
Security National Trust
West Virginia
$164K +$23.7K +702 +17%
CW
1181
CreativeOne Wealth
Kansas
$163K -$29.1K -862 -15%
PFM
1182
Parsec Financial Management
North Carolina
$163K
CFA
1183
Capstone Financial Advisors
Illinois
$163K +$169 +5 +0.1%
RFA
1184
Reilly Financial Advisors
California
$163K +$35.7K +1,059 +28%
ECG
1185
Edge Capital Group
Georgia
$161K -$45.6K -1,351 -22%
FNBSF
1186
First National Bank Sioux Falls
South Dakota
$161K -$1.04K -31 -0.7%
BWAM
1187
Boyd Watterson Asset Management
Ohio
$161K
FRA
1188
Front Row Advisors
California
$161K
CCM
1189
Carlson Capital Management
Minnesota
$161K +$51.3K +1,520 +46%
MFG
1190
Magnus Financial Group
New York
$160K -$143K -4,236 -47%
CA
1191
Claro Advisors
Massachusetts
$160K +$15.8K +470 +11%
RC
1192
Roundview Capital
New Jersey
$159K -$23.5K -697 -13%
AAM
1193
Auxier Asset Management
Oregon
$159K -$2.02K -60 -1%
BFG
1194
Bouchey Financial Group
New York
$159K +$15.6K +463 +11%
AAP
1195
Arax Advisory Partners
Colorado
$159K +$70.9K +2,102 +82%
XM
1196
XTX Markets
New York
$159K +$158K +4,684 New
FAM
1197
Fenimore Asset Management
New York
$158K
WFA
1198
Wade Financial Advisory
California
$157K
WPA
1199
Winning Points Advisors
Florida
$157K
WFMPM
1200
Woodley Farra Manion Portfolio Management
Indiana
$157K +$21.6K +640 +16%