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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
2451
Chilton Investment Company
Connecticut
$967K
CAG
2452
Curtis Advisory Group
California
$962K -$13.9K -42 -1%
T
2453
TCWP
Ohio
$959K +$948K +2,854 New
WOC
2454
West Oak Capital
California
$957K -$26.6K -80 -3%
CA
2455
Crewe Advisors
Utah
$955K +$8.63K +26 +0.9%
CC
2456
Caxton Corporation
New Jersey
$955K +$91.3K +275 +11%
RRWA
2457
Rainey & Randall Wealth Advisors
Florida
$953K +$996 +3 +0.1%
CHA
2458
Cooper/Haims Advisors
New York
$952K -$49.8K -150 -5%
CAL
2459
Capital Advisors Ltd
Ohio
$949K +$240K +722 +34%
MSR
2460
Main Street Research
Connecticut
$946K -$305K -918 -25%
CCM
2461
Carlson Capital Management
Minnesota
$946K +$73.4K +221 +9%
LIA
2462
LBMC Investment Advisors
Tennessee
$945K +$80K +241 +9%
MPCG
2463
Matrix Private Capital Group
New York
$944K +$38.8K +117 +4%
PR
2464
Payden & Rygel
California
$942K +$332K +1,000 +56%
AA
2465
ALPS Advisors
Colorado
$938K -$1.95M -5,879 -68%
FCFS
2466
First Command Financial Services
Texas
$938K -$19.9K -60 -2%
ESBC
2467
E.S. Barr & Co
Kentucky
$934K
SGCA
2468
Steel Grove Capital Advisors
Tennessee
$934K +$42.5K +128 +5%
SB
2469
Sunflower Bank
Texas
$933K +$12.3K +37 +1%
SICM
2470
Sustainable Insight Capital Management
New York
$932K -$1.63M -4,915 -64%
TF
2471
Trek Financial
Arizona
$931K +$95.3K +287 +12%
MTIC
2472
Missouri Trust & Investment Company
Missouri
$931K +$919K +2,769 New
PWA
2473
Physician Wealth Advisors
Utah
$930K +$83.7K +252 +10%
CST
2474
Charles Schwab Trust
Nevada
$928K +$130K +392 +17%
FZCM
2475
Flynn Zito Capital Management
New York
$926K +$914K +2,752 New