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Name Holding Trade Value Shares
Change
Change in
Stake
WIS
2826
Wright Investors Service
Connecticut
$385K -$10.8K -115 -3%
PFW
2827
Petros Family Wealth
Minnesota
$385K +$98.9K +1,054 +41%
TIM
2828
Tortoise Investment Management
New York
$383K +$6.76K +72 +2%
MPIA
2829
Mountain Pacific Investment Advisers
Idaho
$383K
PSCM
2830
Per Stirling Capital Management
Texas
$383K +$188 +2 +0.1%
DCBT
2831
Dakota Community Bank & Trust
North Dakota
$383K +$6.48K +69 +2%
RFA
2832
RTD Financial Advisors
Pennsylvania
$383K +$14.1K +150 +4%
FLII
2833
First Long Island Investors
New York
$382K
APM
2834
a16z Perennial Management
California
$380K +$14.1K +150 +4%
DWP
2835
Destiny Wealth Partners
Florida
$380K -$16.1K -172 -5%
KLI
2836
Kelman-Lazarov Inc
Tennessee
$380K +$4.51K +48 +1%
OW
2837
Olistico Wealth
Oklahoma
$380K -$13K -138 -4%
PWMA
2838
Pension & Wealth Management Advisors
Massachusetts
$379K +$324K +3,452 +2,271%
RI
2839
Ruggiero Investments
Florida
$379K +$338K +3,596 New
RLH
2840
RD Lewis Holdings
Florida
$378K
WRPWM
2841
Werba Rubin Papier Wealth Management
California
$378K +$84K +895 +33%
AGC
2842
Aspen Grove Capital
Colorado
$378K +$10.9K +116 +3%
BI
2843
Berkeley Inc
Idaho
$377K +$939 +10 +0.3%
BC
2844
BDFS Capital
Delaware
$376K +$333K +3,544 New
CWAF
2845
Core Wealth Advisors (Florida)
Florida
$376K -$3.57K -38 -1%
JFGLC
2846
Johnson Financial Group LLC (Colorado)
Colorado
$375K -$28.2K -300 -8%
PMFA
2847
Plante Moran Financial Advisors
Michigan
$375K +$46.7K +498 +16%
VFA
2848
Voya Financial Advisors
Connecticut
$375K -$9.86K -105 -3%
WMWM
2849
Wilkins Miller Wealth Management
Alabama
$374K -$13.3K -142 -4%
IIM
2850
InTrack Investment Management
Vermont
$374K