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Name Holding Trade Value Shares
Change
Change in
Stake
SIP
501
Stoneridge Investment Partners
Pennsylvania
$789K
VT
502
Volterra Technologies
New York
$780K +$493K +18,500 +182%
OC
503
Oppenheimer & Co
New York
$779K +$53K +1,988 +7%
FCM
504
Fourpath Capital Management
Oklahoma
$757K -$23.1K -865 -3%
WDA
505
Wendell David Associates
New Hampshire
$754K
SAM
506
Shell Asset Management
Netherlands
$753K -$1.47M -55,069 -67%
MBT
507
Montecito Bank & Trust
California
$752K +$736K +27,604 New
BJL
508
Brighton Jones LLC
Washington
$750K +$204K +7,669 +39%
CA
509
Clearstead Advisors
Ohio
$749K -$115K -4,330 -14%
JWCA
510
J.W. Cole Advisors
Florida
$734K -$27.7K -1,041 -4%
SA
511
Sovran Advisors
California
$729K +$65.1K +2,444 +10%
PCM
512
Prelude Capital Management
New York
$724K -$2.74M -102,799 -79%
HBCM
513
Heron Bay Capital Management
Michigan
$716K -$5.57K -209 -0.8%
CK
514
Cohen Klingenstein
New York
$713K
SCP
515
Stamos Capital Partners
California
$713K -$490K -18,388 -41%
WI
516
Wahed Invest
New York
$703K +$4.32K +162 +0.6%
PI
517
PFG Investments
New York
$699K +$41.3K +1,548 +6%
IA
518
IFP Advisors
Florida
$693K -$36.8K -1,379 -5%
DWM
519
Dakota Wealth Management
Florida
$691K -$46.1K -1,728 -6%
HWAM
520
Hennion & Walsh Asset Management
New Jersey
$691K -$1.84K -69 -0.3%
MSA
521
MUFG Securities Americas
New York
$690K +$118K +4,436 +21%
KNW
522
Kesler Norman & Wride
Utah
$685K -$215K -8,068 -28%
KRSITF
523
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$676K -$17.9K -670 -3%
WIM
524
Westside Investment Management
California
$674K -$20.3K -760 -3%
GI
525
GAMMA Investing
California
$674K +$5.89K +221 +0.9%