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Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
751
TIAA Trust, National Association
North Carolina
$292K -$1.17K -5 -0.4%
HNWAG
752
High Net Worth Advisory Group
Florida
$291K
PCS
753
Personal CFO Solutions
New Jersey
$288K -$1.4K -6 -0.5%
TWM
754
Trueblood Wealth Management
Ohio
$285K
BBNA
755
Bremer Bank National Association
Minnesota
$285K -$20.1K -86 -7%
FA
756
FDx Advisors
Illinois
$283K -$323K -1,382 -55%
FFA
757
First Foundation Advisors
California
$283K -$6.3K -27 -2%
SAG
758
Spotlight Asset Group
Illinois
$282K
CFGS
759
Concourse Financial Group Securities
Alabama
$281K +$16.3K +70 +7%
MC
760
Maverick Capital
Texas
$281K -$293K -1,254 -53%
HI
761
Humankind Investments
New York
$280K -$20.8K -89 -7%
FAFN
762
First Affirmative Financial Network
Colorado
$279K -$11.4K -49 -4%
WJWM
763
Williams Jones Wealth Management
New York
$279K
CWS
764
Cypress Wealth Services
California
$278K +$12.8K +55 +5%
HIA
765
Harbor Investment Advisory
Maryland
$278K +$3.27K +14 +1%
PF
766
Phoenix Financial
Israel
$277K -$73.1K -313 -22%
Fuller & Thaler Asset Management
767
Fuller & Thaler Asset Management
California
$277K -$2.33K -10 -0.9%
BWP
768
BSW Wealth Partners
Colorado
$277K +$255K +1,094 New
SCM
769
Shelton Capital Management
Colorado
$274K
NRC
770
New Republic Capital
North Carolina
$271K -$101K -432 -29%
KP
771
Keel Point
Alabama
$271K +$14.2K +61 +6%
LRIA
772
Leonard Rickey Investment Advisors
Washington
$268K +$4.2K +18 +2%
BPFA
773
Barnes Pettey Financial Advisors
Mississippi
$265K
FLII
774
First Long Island Investors
New York
$263K +$242K +1,038 New
MCWA
775
Meadow Creek Wealth Advisors
Georgia
$262K +$2.33K +10 +1%