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Name Holding Trade Value Shares
Change
Change in
Stake
AL
526
Aspiriant LLC
California
$312K -$4.66K -122 -1%
TIAA Trust, National Association
527
TIAA Trust, National Association
North Carolina
$311K +$35K +915 +13%
CT
528
Colonial Trust
South Carolina
$309K +$1.76K +46 +0.6%
CFO
529
CVA Family Office
Colorado
$307K
GF
530
Gabelli Funds
New York
$306K +$45.9K +1,200 +18%
AF
531
Aviso Financial
Ontario, Canada
$305K +$23K +603 +8%
DSN
532
D. Scott Neal
Kentucky
$304K
SIA
533
SkyView Investment Advisors
New Jersey
$303K +$300K +7,849 New
GFP
534
Gryphon Financial Partners
Ohio
$301K +$66.9K +1,752 +29%
KA
535
Kooman & Associates
Pennsylvania
$301K +$81.8K +2,142 +38%
SF
536
Summit Financial
New Jersey
$300K +$40.8K +1,068 +16%
CCA
537
Cravens & Co Advisors
Tennessee
$298K +$6.5K +170 +2%
GT
538
Greenleaf Trust
Michigan
$295K +$8.56K +224 +3%
V
539
ViaWealth
Kansas
$291K -$77.8K -2,035 -21%
BFC
540
Bedel Financial Consulting
Indiana
$290K
EWA
541
EP Wealth Advisors
California
$290K -$611 -16 -0.2%
Pzena Investment Management
542
Pzena Investment Management
New York
$288K +$287K +7,510 New
SWMP
543
Signature Wealth Management Partners
New Jersey
$288K
PTC
544
Private Trust Company
Ohio
$287K +$76.7K +2,006 +37%
SL
545
Sentry LLC
Tennessee
$287K
FRA
546
Frank Rimerman Advisors
California
$287K +$285K +7,461 New
GT
547
Glenview Trust
Kentucky
$286K +$8.9K +233 +3%
IFG
548
Independent Financial Group
California
$286K +$1.07K +28 +0.4%
ADL
549
Asset Dedication LLC
California
$283K +$274K +7,166 +3,513%
CA
550
Calton & Associates
Florida
$282K +$3.25K +85 +1%