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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
801
World Investment Advisors
California
$269K -$27.9K -775 -9%
Fayez Sarofim & Co
802
Fayez Sarofim & Co
Texas
$267K
RCM
803
RB Capital Management
Nevada
$267K -$27.8K -773 -9%
IFG
804
Independent Financial Group
California
$266K +$1.69K +47 +0.6%
MAM
805
Meeder Asset Management
Ohio
$265K +$292K +8,108 New
PFM
806
Phillips Financial Management
Indiana
$264K -$55.5K -1,543 -16%
CAM
807
Chesapeake Asset Management
New York
$263K +$13.3K +371 +5%
ACM
808
Avalon Capital Management
California
$263K
FWCM
809
Ferguson Wellman Capital Management
Oregon
$262K -$50.6K -1,407 -15%
SIA
810
SeaBridge Investment Advisors
New Jersey
$261K
HCA
811
Hyperion Capital Advisors
New York
$261K
AWMM
812
Aegis Wealth Management (Maryland)
Maryland
$261K +$287K +7,985 New
WCWM
813
Willow Creek Wealth Management
California
$259K -$17.7K -491 -6%
HGWM
814
Horst & Graben Wealth Management
Oregon
$256K -$3.09K -86 -1%
BTI
815
Blue Trust Inc
Georgia
$255K -$99.3K -2,763 -26%
ANBT
816
American National Bank & Trust
Texas
$255K +$11.5K +321 +4%
SI
817
Severin Investments
Missouri
$254K +$280K +7,791 New
AP
818
Adero Partners
California
$252K +$4.85K +135 +2%
SCM
819
Sterneck Capital Management
Missouri
$251K -$6.04K -168 -2%
BAM
820
Byrne Asset Management
New Jersey
$250K -$303K -8,415 Closed
BRWA
821
B. Riley Wealth Advisors
Florida
$249K -$70.1K -1,950 -20%
FNFDCM
822
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$247K +$3.6K +100 +1%
PPWP
823
Premier Path Wealth Partners
New Jersey
$247K +$1.4K +39 +0.5%
AWE
824
Avidian Wealth Enterprises
Texas
$247K -$6.36K -177 -2%
PWM
825
Pines Wealth Management
North Carolina
$246K +$267K +7,415 New