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Name Holding Trade Value Shares
Change
Change in
Stake
AW
251
Avion Wealth
Texas
$2K – – –
EARNEST Partners
252
EARNEST Partners
Georgia
$2K – – –
HIA
253
Harbor Investment Advisory
Maryland
$2K – – –
JCM
254
Jacobi Capital Management
Pennsylvania
$2K – – –
PFGIA
255
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
SIS
256
Sound Income Strategies
Florida
$2K – – –
WT
257
Washington Trust
Rhode Island
$2K +$1.48K +133 New
FP
258
Financial Perspectives
Minnesota
$1.17K – – –
CFFP
259
Center for Financial Planning
Michigan
$1K – – –
FCB
260
First Command Bank
Texas
$1K – – –
FCFS
261
First Command Financial Services
Texas
$1K – – –
GT
262
Glenmede Trust
Pennsylvania
$1K – – –
LC
263
Lindbrook Capital
California
$1K – – –
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$1K – – –
TFO
265
Tarbox Family Office
California
$1K – – –
TCOV
266
Trust Company of Vermont
Vermont
$1K – – –
VFA
267
Valeo Financial Advisors
Indiana
$1K – – –
AWM
268
Adams Wealth Management
Utah
$1K +$500 +45 New
CCM
269
Covington Capital Management
California
$1K +$555 +50 New
AIM
270
Anchor Investment Management
South Carolina
$644 – – –
TPCW
271
TD Private Client Wealth
New York
$152 – – –
WIM
272
Westside Investment Management
California
$2 – – –
MC
273
Maverick Capital
Texas
– -$2.94M -304,276 Closed
C
274
Cerebellum
California
– -$3.3M -214,691 Closed
PCM
275
Prelude Capital Management
New York
– -$1.25M -129,433 Closed