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Name Holding Trade Value Shares
Change
Change in
Stake
APP
751
Avantax Planning Partners
Iowa
$293K +$270K +1,158 New
TIAA Trust, National Association
752
TIAA Trust, National Association
North Carolina
$292K -$1.17K -5 -0.4%
HNWAG
753
High Net Worth Advisory Group
Florida
$291K – – –
PCS
754
Personal CFO Solutions
New Jersey
$288K -$1.4K -6 -0.5%
TWM
755
Trueblood Wealth Management
Ohio
$285K – – –
BBNA
756
Bremer Bank National Association
Minnesota
$285K -$20.1K -86 -7%
FA
757
FDx Advisors
Illinois
$283K -$323K -1,382 -55%
FFA
758
First Foundation Advisors
California
$283K -$6.3K -27 -2%
SAG
759
Spotlight Asset Group
Illinois
$282K – – –
CFGS
760
Concourse Financial Group Securities
Alabama
$281K +$16.3K +70 +7%
MC
761
Maverick Capital
Texas
$281K -$293K -1,254 -53%
HI
762
Humankind Investments
New York
$280K -$20.8K -89 -7%
FAFN
763
First Affirmative Financial Network
Colorado
$279K -$11.4K -49 -4%
WJWM
764
Williams Jones Wealth Management
New York
$279K – – –
CWS
765
Cypress Wealth Services
California
$278K +$12.8K +55 +5%
HIA
766
Harbor Investment Advisory
Maryland
$278K +$3.27K +14 +1%
PF
767
Phoenix Financial
Israel
$277K -$73.1K -313 -22%
Fuller & Thaler Asset Management
768
Fuller & Thaler Asset Management
California
$277K -$2.33K -10 -0.9%
BWP
769
BSW Wealth Partners
Colorado
$277K +$255K +1,094 New
SCM
770
Shelton Capital Management
Colorado
$274K – – –
NRC
771
New Republic Capital
North Carolina
$271K -$101K -432 -29%
KP
772
Keel Point
Alabama
$271K +$14.2K +61 +6%
LRIA
773
Leonard Rickey Investment Advisors
Washington
$268K +$4.2K +18 +2%
BPFA
774
Barnes Pettey Financial Advisors
Mississippi
$265K – – –
FLII
775
First Long Island Investors
New York
$263K +$242K +1,038 New