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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
776
Obermeyer Wealth Partners
Colorado
$443K -$31.2K -189 -7%
GRP
777
Global Retirement Partners
California
$443K +$440K +2,668 New
AM
778
Atwater Malick
Pennsylvania
$442K
RE
779
Rydar Equities
Texas
$441K +$438K +2,656 New
RSWM
780
Robertson Stephens Wealth Management
California
$440K +$1.81K +11 +0.4%
OPTFSNA
781
Old Point Trust & Financial Services N A
Virginia
$438K
PI
782
PFG Investments
New York
$438K +$18.3K +111 +4%
TCOV
783
Trust Company of Vermont
Vermont
$436K -$10.2K -62 -2%
SSWM
784
Sheets Smith Wealth Management
North Carolina
$434K -$4.78K -29 -1%
IPW
785
Impact Partnership Wealth
Georgia
$434K +$431K +2,613 New
ECM
786
Evergreen Capital Management
Washington
$433K +$197K +1,198 +85%
HSA
787
HBK Sorce Advisory
Pennsylvania
$433K -$2.14K -13 -0.5%
RC
788
Rexford Capital
Texas
$433K +$430K +2,610 New
BAM
789
Belpointe Asset Management
Nevada
$432K -$2.14K -13 -0.5%
MA
790
Mutual Advisors
Nebraska
$431K -$129K -781 -25%
SAM
791
Satovsky Asset Management
New York
$430K +$428K +2,594 New
FMB
792
Field & Main Bank
Kentucky
$430K -$2.47K -15 -0.6%
TSWM
793
Triangle Securities Wealth Management
North Carolina
$422K -$11.5K -70 -3%
DA
794
Dillon & Associates
Michigan
$422K -$48.1K -292 -10%
WA
795
WBH Advisory
Maryland
$419K -$65.4K -397 -14%
CAM
796
Columbia Asset Management
Michigan
$419K
HPBT
797
Hickory Point Bank & Trust
Illinois
$419K +$4.12K +25 +1%
BAM
798
BTS Asset Management
Massachusetts
$418K +$416K +2,521 New
AIM
799
Allen Investment Management
New York
$418K
WAM
800
Weatherly Asset Management
California
$417K -$23.1K -140 -5%