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Name Holding Trade Value Shares
Change
Change in
Stake
GL
1126
Graypoint LLC
New York
$556K +$74K +922 +18%
SCA
1127
St. Clair Advisors
Ohio
$555K
TT
1128
TI-Trust
Illinois
$552K
AFG
1129
Allegheny Financial Group
Pennsylvania
$550K +$10.8K +135 +2%
FM
1130
Foster & Motley
Ohio
$550K -$20.5K -255 -4%
MCM
1131
Manchester Capital Management
Vermont
$550K +$5.46K +68 +1%
MCI
1132
MRP Capital Investments
Georgia
$550K +$483K +6,016 New
GIP
1133
Granite Investment Partners
California
$550K -$19.7K -246 -4%
RAM
1134
Readystate Asset Management
Illinois
$547K
MC
1135
Maverick Capital
Texas
$546K -$25.6K -319 -5%
CW
1136
CreativeOne Wealth
Kansas
$544K +$147K +1,826 +44%
SWM
1137
Sendero Wealth Management
Texas
$544K -$57.6K -718 -11%
FG
1138
Fiduciary Group
Georgia
$542K -$51.9K -647 -10%
KOC
1139
Koss-Olinger Consulting
Florida
$542K +$476K +5,933 New
RRA
1140
Round Rock Advisors
Connecticut
$541K -$102K -1,268 -18%
MSFS
1141
Main Street Financial Solutions
Pennsylvania
$541K +$39.1K +487 +9%
FAM
1142
Formidable Asset Management
Ohio
$540K -$32.7K -408 -6%
PGA
1143
Portland Global Advisors
Maine
$539K -$16.4K -204 -3%
CST
1144
Charles Schwab Trust
Nevada
$538K -$371K -4,623 -44%
TBNY
1145
Trustco Bank (New York)
New York
$538K +$21.7K +271 +5%
PL
1146
Plancorp LLC
Missouri
$537K +$13.6K +169 +3%
TAM
1147
Trillium Asset Management
Massachusetts
$534K
LCGC
1148
Legacy Capital Group California
California
$533K +$17.8K +222 +4%
SA
1149
SRH Advisors
Kansas
$530K +$34.6K +431 +8%
AIM
1150
Aspen Investment Management
Michigan
$529K +$119K +1,483 +34%