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Name Holding Trade Value Shares
Change
Change in
Stake
PG
1001
Proffitt & Goodson
Tennessee
$503K -$10.7K -34 -2%
RBC
1002
Romano Brothers & Co
Illinois
$501K +$6.58K +21 +1%
SLWA
1003
San Luis Wealth Advisors
California
$501K -$456K -1,454 -49%
Horizon Kinetics Asset Management
1004
Horizon Kinetics Asset Management
New York
$499K – – –
Mather Group
1005
Mather Group
Illinois
$499K +$98.7K +315 +26%
CA
1006
Continuum Advisory
Idaho
$497K +$313 +1 +0.1%
IAN
1007
Integrated Advisors Network
Texas
$495K +$72.1K +230 +18%
BFA
1008
BMS Financial Advisors
South Dakota
$494K +$475K +1,516 New
OBGC
1009
O'Brien Greene & Co
Pennsylvania
$493K -$981K -3,130 -67%
BHA
1010
Beech Hill Advisors
New York
$491K – – –
WGAM
1011
Wilkinson Global Asset Management
New York
$489K – – –
GL
1012
Graypoint LLC
New York
$482K +$98.4K +314 +27%
Foundations Investment Advisors
1013
Foundations Investment Advisors
Arizona
$481K +$197K +628 +74%
RZH
1014
Relyea Zuckerberg Hanson
Connecticut
$476K +$458K +1,460 New
AWM
1015
Aberdeen Wealth Management
Illinois
$476K – – –
MW
1016
Marcum Wealth
Ohio
$475K -$66.8K -213 -13%
PTC
1017
Petrus Trust Company
Texas
$473K +$455K +1,450 New
Ontario Teachers' Pension Plan Board
1018
Ontario Teachers' Pension Plan Board
Ontario, Canada
$472K -$706K -2,252 -61%
RA
1019
Rational Advisors
New York
$472K -$165K -526 -27%
PGIM Custom Harvest
1020
PGIM Custom Harvest
New Jersey
$471K +$452K +1,443 New
MCCP
1021
Mission Creek Capital Partners
California
$470K -$37.9K -121 -8%
PP
1022
Patron Partners
Texas
$470K – – –
HWMG
1023
Hurlow Wealth Management Group
Indiana
$469K -$15K -48 -3%
Allworth Financial
1024
Allworth Financial
California
$467K +$135K +432 +43%
TCOO
1025
Trust Company of Oklahoma
Oklahoma
$465K – – –