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Name Holding Trade Value Shares
Change
Change in
Stake
ZF
851
Zhang Financial
Michigan
$777K – – –
SIA
852
Schechter Investment Advisors
Michigan
$776K +$338K +1,094 +82%
CT
853
Chicago Trust
Illinois
$773K -$30.9K -100 -4%
Orion Portfolio Solutions
854
Orion Portfolio Solutions
Nebraska
$769K -$28.1K -91 -4%
Axxcess Wealth Management
855
Axxcess Wealth Management
California
$765K +$165K +535 +29%
MAI Capital Management
856
MAI Capital Management
Ohio
$764K -$2.78K -9 -0.4%
Fisher Asset Management
857
Fisher Asset Management
Washington
$762K +$3.09K +10 +0.4%
BIP
858
Blueprint Investment Partners
North Carolina
$762K +$6.49K +21 +0.9%
CCIA
859
Campbell & Co Investment Adviser
Maryland
$762K +$181K +587 +33%
ZCA
860
Zeke Capital Advisors
Pennsylvania
$761K +$736K +2,382 New
ZB
861
Zions Bancorporation
Utah
$760K +$97.7K +316 +15%
VWA
862
V Wealth Advisors
Kansas
$755K +$173K +561 +31%
ALAM
863
Asahi Life Asset Management
Japan
$752K +$462K +1,495 +174%
Williams Jones Wealth Management
864
Williams Jones Wealth Management
New York
$749K -$244K -788 -25%
SW
865
SVB Wealth
Massachusetts
$748K +$124K +401 +21%
Treasurer of the State of North Carolina
866
Treasurer of the State of North Carolina
North Carolina
$747K – – –
EverSource Wealth Advisors
867
EverSource Wealth Advisors
Alabama
$746K +$364K +1,176 +101%
CCG
868
Cypress Capital Group
Florida
$743K +$438K +1,416 +155%
GA
869
GoalVest Advisory
New York
$741K +$718K +2,321 New
LWAC
870
Laurel Wealth Advisors (California)
California
$739K +$38.6K +125 +6%
EBT
871
Enterprise Bank & Trust
Massachusetts
$737K -$34.9K -113 -5%
FAM
872
Formidable Asset Management
Ohio
$737K – – –
SouthState Corp
873
SouthState Corp
Florida
$735K +$30.9K +100 +5%
ECM
874
Exchange Capital Management
Michigan
$734K +$11.4K +37 +2%
PA
875
PFG Advisors
Arizona
$730K -$7.73K -25 -1%