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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
3426
Lummis Asset Management
Texas
$83.3K -$2.23K -7 -3%
MNA
3427
Manning & Napier Advisors
New York
$80.5K +$31.9K +100 +63%
NWS
3428
Nvest Wealth Strategies
Ohio
$79.9K -$319 -1 -0.4%
KAS
3429
Kemnay Advisory Services
New York
$78.9K -$9.56K -30 -11%
QL
3430
Quarry LP
New York
$78.6K -$47.8K -150 -37%
GFA
3431
Gladwyn Financial Advisors
Virginia
$78.6K +$637 +2 +0.8%
TGY2IT
3432
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$78.3K +$80.3K +252 New
WSA
3433
Wealth Science Advisors
Georgia
$78.2K +$81.6K +256 New
SVWA
3434
Sarver Vrooman Wealth Advisors
Missouri
$75.8K
PF
3435
PlanVest Financial
Maryland
$75K +$76.8K +241 New
PS
3436
Pinney & Scofield
Massachusetts
$74.3K
WA
3437
Walsh & Associates
Florida
$71.8K +$319 +1 +0.4%
POIA
3438
Pin Oak Investment Advisors
Texas
$71K
BSC
3439
Brown Shipley & Co
United Kingdom
$69.6K
CIAS
3440
CBIZ Investment Advisory Services
Ohio
$67.8K -$51.3K -161 -42%
BWAM
3441
Boyd Watterson Asset Management
Ohio
$67.1K
GIM
3442
Groesbeck Investment Management
New Jersey
$67K
CW
3443
CrossGen Wealth
North Carolina
$66.6K +$319 +1 +0.5%
MWM
3444
Magnolia Wealth Management
Alabama
$65.9K +$67.5K +212 New
CFM
3445
Cornerstone Financial Management
Massachusetts
$65K +$4.78K +15 +8%
SFS
3446
Sunrise Financial Services
Washington
$64.3K +$6.69K +21 +11%
MSG
3447
Main Street Group
Virginia
$64K +$65.6K +206 New
KOCAA
3448
Knights of Columbus Asset Advisors
Connecticut
$62.2K
SA
3449
SRH Advisors
Kansas
$62.2K
DAM
3450
Davis Asset Management
California
$62.2K +$63.7K +200 New