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Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
501
Fayez Sarofim & Co
Texas
$277K -$44.9K -934 -14%
FRM
502
Fox Run Management
Connecticut
$277K +$267K +5,555 New
CA
503
Clearstead Advisors
Ohio
$274K +$161K +3,353 +156%
CGA
504
Crescent Grove Advisors
Illinois
$274K +$261K +5,432 New
WSC
505
Wellington Shields & Co
New York
$272K
FP
506
Financial Perspectives
Minnesota
$271K -$9.07M -188,757 -97%
GC
507
Gratus Capital
Georgia
$270K +$3.7K +77 +1%
PWM
508
Perigon Wealth Management
California
$269K +$17.3K +359 +7%
TSS
509
Two Sigma Securities
New York
$267K -$38.2K -794 -13%
AS
510
Altshuler Shaham
Israel
$267K
MP
511
McDonald Partners
Ohio
$267K +$19.3K +402 +8%
DAS
512
Dynamic Advisor Solutions
Arizona
$265K +$29.6K +617 +13%
MWM
513
Meridian Wealth Management
Kentucky
$262K +$253K +5,259 New
LWAC
514
Laurel Wealth Advisors (California)
California
$260K +$5.33K +111 +2%
DP
515
Dearborn Partners
Illinois
$257K +$240 +5 +0.1%
SFG
516
SevenBridge Financial Group
Pennsylvania
$255K -$23.1K -480 -9%
CC
517
Claybrook Capital
Massachusetts
$255K +$247K +5,131 New
MFA
518
Mayflower Financial Advisors
Massachusetts
$253K -$33.6K -699 -12%
FIM
519
Freedom Investment Management
Connecticut
$251K -$9.61K -200 -4%
HSA
520
HBK Sorce Advisory
Pennsylvania
$250K -$50.2K -1,045 -17%
AUB
521
Atlantic Union Bankshares
Virginia
$250K +$241K +5,017 New
FPB
522
First PREMIER Bank
South Dakota
$245K +$13.5K +280 +6%
CIA
523
Capital Investment Advisors
Georgia
$243K +$8.17K +170 +4%
IMOV
524
Investment Management of Virginia
Virginia
$242K -$7.69K -160 -3%
HCM
525
Howland Capital Management
Massachusetts
$241K