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Name Holding Trade Value Shares
Change
Change in
Stake
OC
726
Oakworth Capital
Alabama
$248K – – –
BBHC
727
Brown Brothers Harriman & Co
New York
$247K -$12.9K -431 -5%
KIA
728
KCM Investment Advisors
California
$247K -$10.7K -356 -4%
WFA
729
Wade Financial Advisory
California
$246K – – –
CRC
730
Curi RMB Capital
Illinois
$244K +$1.05K +35 +0.4%
PFS
731
Physicians Financial Services
North Carolina
$244K -$1.05K -35 -0.4%
FWA
732
Freedom Wealth Alliance
Wisconsin
$243K -$6.51K -217 -3%
Wealth Enhancement Advisory Services
733
Wealth Enhancement Advisory Services
Minnesota
$243K +$8.98K +299 +4%
MKA
734
M. Kulyk & Associates
Georgia
$242K – – –
PWPS
735
Pinnacle Wealth Planning Services
Ohio
$241K +$1.26K +42 +0.5%
KCM
736
Kanawha Capital Management
Virginia
$240K -$32.4K -1,080 -12%
FNFDCM
737
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$240K – – –
PI
738
PFG Investments
New York
$240K -$8.62K -287 -4%
CI
739
CX Institutional
Indiana
$237K +$232K +7,722 New
PA
740
Pinnacle Associates
New York
$235K -$2.31K -77 -1%
MBT
741
Montecito Bank & Trust
California
$234K -$396K -13,181 -63%
SCM
742
Sterneck Capital Management
Missouri
$234K – – –
CW
743
CreativeOne Wealth
Kansas
$232K +$227K +7,555 New
CAM
744
Claret Asset Management
Quebec, Canada
$232K +$227K +7,558 New
SFI
745
Siemens Fonds Invest
Germany
$232K -$16.9K -564 -7%
AT
746
American Trust
Kentucky
$231K -$22.7K -757 -9%
BIA
747
Barry Investment Advisors
Massachusetts
$230K +$360 +12 +0.2%
AAG
748
Armstrong Advisory Group
Massachusetts
$229K +$1.98K +66 +0.9%
FWCM
749
Ferguson Wellman Capital Management
Oregon
$229K – – –
CAL
750
Capital Advisors Ltd
Ohio
$226K -$9.94K -331 -4%