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Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
1676
McCarter Private Wealth Services
Massachusetts
$264K – – –
SF
1677
Symphony Financial
Texas
$264K +$1.28M +2,810 New
TFIPS
1678
Towarzystwo Funduszy Inwestycyjnych PZU SA
$263K +$32K +70 +14%
WFA
1679
Wellspring Financial Advisors
Ohio
$263K +$24.2K +53 +10%
OFW
1680
Omnia Family Wealth
Florida
$262K +$255K +559 New
SP
1681
Stonebrook Private
Michigan
$262K +$913 +2 +0.4%
NSG
1682
Nalls Sherbakoff Group
Tennessee
$261K – – –
OC
1683
Oakworth Capital
Alabama
$261K +$27.4K +60 +12%
VI
1684
VanderPol Investments
Michigan
$260K -$8.67K -19 -3%
IIC
1685
Ironwood Investment Counsel
Arizona
$260K +$252K +553 New
EPM
1686
Elm Partners Management
Pennsylvania
$259K +$252K +551 New
DMBA
1687
Deseret Mutual Benefit Administrators
Utah
$258K – – –
IA
1688
IFG Advisory
Georgia
$257K +$17.3K +38 +7%
HBS
1689
Howard Bailey Securities
Indiana
$257K -$1.83K -4 -0.7%
AWA
1690
Acorn Wealth Advisors
Michigan
$256K -$12.8K -28 -5%
BL
1691
Balentine LLC
Georgia
$256K -$47.9K -105 -16%
CWA
1692
CJM Wealth Advisers
Virginia
$256K – – –
OPCM
1693
Osborne Partners Capital Management
California
$256K – – –
FWM
1694
Foguth Wealth Management
Michigan
$253K -$6.85K -15 -3%
BCMLT
1695
Beacon Capital Management LLC (Tennessee)
Tennessee
$253K +$11K +24 +5%
1WM
1696
1858 Wealth Management
Ohio
$251K -$17.3K -38 -7%
Winslow Capital Management
1697
Winslow Capital Management
Minnesota
$251K -$9.13K -20 -4%
DE
1698
Diversified Enterprises
Delaware
$250K +$11.4K +25 +5%
OWP
1699
ORG Wealth Partners
Texas
$250K -$11K -24 -4%
WIM
1700
Warwick Investment Management
Texas
$250K +$15.1K +33 +7%