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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$360K +$139K +470 +63%
RJT
252
Raymond James Trust
Florida
$359K -$68.4K -231 -16%
BP
253
Ballentine Partners
Massachusetts
$357K -$2.66K -9 -0.7%
DAS
254
Diversify Advisory Services
Utah
$355K -$201K -678 -36%
FT
255
Fiduciary Trust
Massachusetts
$353K -$29.6K -100 -8%
PTC
256
Petrus Trust Company
Texas
$341K
CICI
257
Capital Investment Counsel Inc
North Carolina
$340K
WAG
258
Wallace Advisory Group
California
$338K -$15.4K -52 -4%
PAS
259
Park Avenue Securities
New York
$337K -$155K -525 -32%
HBT
260
Heartland Bank & Trust
Illinois
$334K
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$331K +$3.85K +13 +1%
TI
262
Tidal Investments
Wisconsin
$331K -$827K -2,795 -71%
DP
263
Dundas Partners
United Kingdom
$330K +$114K +385 +53%
BTWM
264
Baker Tilly Wealth Management
Wisconsin
$321K -$852K -2,877 -73%
KPWS
265
Kestra Private Wealth Services
Texas
$316K -$103K -348 -25%
ET
266
Entropy Technologies
New York
$312K -$97.7K -330 -24%
MBTD
267
Mechanics Bank - Trust Department
California
$310K +$310K +1,047 New
SCM
268
Shelton Capital Management
Colorado
$307K -$18.4K -62 -6%
ILI
269
Invesco LLC (Illinois)
Illinois
$303K -$3.85K -13 -1%
CCA
270
Cottonwood Capital Advisors
Utah
$298K +$298K +1,008 New
BFS
271
Bard Financial Services
Connecticut
$296K
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$283K -$13K -44 -4%
BOS
273
Bank of Stockton
California
$273K -$138K -465 -33%
FC
274
FORA Capital
Florida
$273K +$273K +922 New
OC
275
Oppenheimer & Co
New York
$268K +$268K +906 New