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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
1351
Vanguard Personalized Indexing Management
California
$560K +$82.3K +653 +18%
CWM
1352
Connecticut Wealth Management
Connecticut
$560K +$157K +1,246 +41%
RCM
1353
RB Capital Management
Nevada
$558K -$46.5K -369 -8%
SBIA
1354
Sheaff Brock Investment Advisors
Indiana
$557K +$252 +2 +0%
NAM
1355
NTV Asset Management
West Virginia
$556K +$11.3K +90 +2%
WEC
1356
Winslow Evans & Crocker
Massachusetts
$555K +$1.64K +13 +0.3%
SIA
1357
Soltis Investment Advisors
Utah
$554K +$20.4K +162 +4%
3F
1358
360 Financial
Minnesota
$553K – – –
OFG
1359
OmniStar Financial Group
North Carolina
$553K +$160K +1,267 +43%
AMIM
1360
Aull & Monroe Investment Management
Alabama
$547K – – –
LI
1361
Leap Investments
Illinois
$546K +$527K +4,186 New
RZH
1362
Relyea Zuckerberg Hanson
Connecticut
$545K -$53.3K -423 -9%
RIA
1363
Realta Investment Advisors
Delaware
$543K -$46.1K -366 -8%
AWA
1364
ARS Wealth Advisors
Florida
$542K -$216K -1,711 -29%
EP
1365
Eudaimonia Partners
Tennessee
$542K -$9.45K -75 -2%
EGA
1366
Eagle Global Advisors
Texas
$541K -$30.1K -239 -5%
SBWM
1367
Sunflower Bank Wealth Management
Arizona
$541K – – –
FMTC
1368
Farmers & Merchants Trust Company
California
$540K +$10.6K +84 +2%
RM
1369
Resource Management
Louisiana
$538K +$2.52K +20 +0.5%
GBT
1370
Grove Bank & Trust
Florida
$538K +$145K +1,148 +39%
FPFS
1371
First Personal Financial Services
North Carolina
$536K – – –
DI
1372
Diligent Investors
California
$534K +$30.6K +243 +6%
ZAM
1373
Zevin Asset Management
Massachusetts
$533K – – –
FCCM
1374
First City Capital Management
Georgia
$532K +$31.8K +252 +7%
NA
1375
Navellier & Associates
Nevada
$532K +$514K +4,076 New