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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
801
Bar Harbor Wealth Management
New Hampshire
$9.08M +$574K +1,574 +6%
CFO
802
Callan Family Office
Pennsylvania
$9.08M -$222K -609 -2%
MSA
803
MUFG Securities Americas
New York
$9.06M +$264K +725 +3%
DLA
804
Douglas Lane & Associates
New York
$9.04M +$14.6K +40 +0.1%
MIA
805
MainStreet Investment Advisors
Illinois
$9.01M -$480K -1,317 -5%
CI
806
CX Institutional
Indiana
$9.01M -$3.05M -8,366 -23%
LWANC
807
Laurel Wealth Advisors (North Carolina)
North Carolina
$9M +$294K +808 +3%
CA
808
Cullinan Associates
Kentucky
$8.97M -$992K -2,723 -9%
SWM
809
Spire Wealth Management
Virginia
$8.97M +$1.88M +5,159 +23%
MCM
810
Mattern Capital Management
Colorado
$8.97M +$25.9K +71 +0.3%
GKWIM
811
Gerber Kawasaki Wealth & Investment Management
California
$8.94M -$2.38M -6,540 -19%
RSWM
812
Robertson Stephens Wealth Management
California
$8.94M +$1.93M +5,295 +24%
WANY
813
Wealthspire Advisors (New York)
New York
$8.94M -$2.87M -7,885 -22%
MAS
814
Meeder Advisory Services
Ohio
$8.93M +$164K +451 +2%
PIA
815
Petredis Investment Advisors
Pennsylvania
$8.92M -$86.4K -237 -0.9%
BCAM
816
Boston Common Asset Management
Massachusetts
$8.91M -$471K -1,292 -5%
SAM
817
Securian Asset Management
Minnesota
$8.9M – – –
VF
818
Vest Financial
Virginia
$8.88M +$3.97M +10,906 +68%
CHAM
819
Clear Harbor Asset Management
Connecticut
$8.85M +$2.41M +6,604 +33%
ACG
820
Allen Capital Group
Nebraska
$8.84M +$403K +1,107 +4%
KCM
821
Kanawha Capital Management
Virginia
$8.83M +$35.3K +97 +0.4%
SB
822
Simmons Bank
Arkansas
$8.77M +$73.2K +201 +0.8%
BTI
823
Blue Trust Inc
Georgia
$8.75M -$323K -885 -3%
VV
824
Verity & Verity
South Carolina
$8.74M +$41.2K +113 +0.4%
PF
825
Phoenix Financial
Israel
$8.74M -$962K -2,640 -9%
31 32
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