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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
776
Phillips Wealth Planners
Mississippi
$248K -$31.6K -162 -10%
Baker Avenue Asset Management
777
Baker Avenue Asset Management
California
$248K +$99.3K +509 +54%
Kayne Anderson Rudnick Investment Management
778
Kayne Anderson Rudnick Investment Management
California
$248K +$174K +891 +159%
TC
779
TwinBeech Capital
New York
$247K +$283K +1,450 New
EP Wealth Advisors
780
EP Wealth Advisors
California
$246K +$66.9K +343 +31%
Allworth Financial
781
Allworth Financial
California
$245K -$172K -882 -38%
UMB Bank
782
UMB Bank
Missouri
$244K +$116K +593 +71%
FLII
783
First Long Island Investors
New York
$243K – – –
Atomi Financial Group
784
Atomi Financial Group
New York
$242K +$6.63K +34 +2%
CIP
785
Castlefield Investment Partners
$242K +$130K +666 +89%
Smithfield Trust
786
Smithfield Trust
Pennsylvania
$241K +$15.2K +78 +6%
GC
787
Globeflex Capital
California
$240K – – –
Central Trust Company
788
Central Trust Company
Missouri
$239K -$1.17K -6 -0.4%
PTP
789
Platform Technology Partners
New York
$239K +$68.7K +352 +34%
SVWAG
790
Sound View Wealth Advisors Group
Georgia
$238K -$12.9K -66 -5%
AlphaCore Capital
791
AlphaCore Capital
California
$235K -$12.9K -66 -5%
SFC
792
SYM Financial Corp
Indiana
$235K -$53.7K -275 -17%
CFFP
793
Center for Financial Planning
Michigan
$234K – – –
RA
794
Riverstone Advisors
Texas
$234K +$29.1K +149 +12%
Peapack-Gladstone Financial Corp
795
Peapack-Gladstone Financial Corp
New Jersey
$233K -$171K -877 -39%
NB
796
NBT Bank
New York
$233K +$5.07K +26 +2%
LGT Group Foundation
797
LGT Group Foundation
Liechtenstein
$232K +$390 +2 +0.1%
FFA
798
Fi3 Financial Advisors
Indiana
$230K -$67.9K -348 -21%
CAM
799
Cidel Asset Management
Ontario, Canada
$229K +$57.2K +293 +28%
FFA
800
Florida Financial Advisors
Florida
$227K -$15.6K -80 -6%