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Name Holding Trade Value Shares
Change
Change in
Stake
NCTC
2401
New Covenant Trust Company
Indiana
$808K +$754K +6,120 New
CCA
2402
Cottonwood Capital Advisors
Utah
$806K -$3.7K -30 -0.5%
VIA
2403
Virtus Investment Advisers
Connecticut
$805K +$199K +1,618 +36%
LWM
2404
Lyell Wealth Management
California
$804K -$37.3K -303 -5%
SSA
2405
Sierra Summit Advisors
Nevada
$804K +$43K +349 +6%
SN
2406
Sittner & Nelson
Oregon
$804K -$86.3K -700 -10%
GC
2407
Garde Capital
Washington
$803K -$118K -956 -14%
SMH
2408
Sanders Morris Harris
Texas
$800K +$191K +1,549 +34%
OW
2409
Olistico Wealth
Oklahoma
$800K +$37.3K +303 +5%
MAWA
2410
Moss Adams Wealth Advisors
Washington
$800K +$215K +1,748 +41%
EBA
2411
Eagle Bay Advisors
New York
$800K -$23.2K -188 -3%
HC
2412
Hamilton Capital
Ohio
$799K -$33.8K -274 -4%
CHA
2413
Carmichael Hill & Associates
Maryland
$798K -$5.67K -46 -0.8%
FSA
2414
Financial Security Advisor
Virginia
$797K +$9.12K +74 +1%
JSL
2415
JT Stratford LLC
Georgia
$797K -$36.7K -298 -5%
JFA
2416
JNBA Financial Advisors
Minnesota
$796K -$42.5K -345 -5%
RSWA
2417
Robinson Smith Wealth Advisors
Maine
$795K -$63.6K -516 -8%
EP
2418
Eudaimonia Partners
Tennessee
$794K +$6.29K +51 +0.9%
ZAM
2419
Zevin Asset Management
Massachusetts
$793K -$303K -2,460 -29%
LIM
2420
Lathrop Investment Management
Arkansas
$793K
LL
2421
LWMG LLC
Minnesota
$793K -$93.8K -761 -11%
FAG
2422
Fortitude Advisory Group
Washington
$791K -$37.7K -306 -5%
TA
2423
TFG Advisers
Michigan
$790K +$26.6K +216 +4%
BOM
2424
Bank of Marin
California
$789K -$1.23K -10 -0.2%
PCTC
2425
Perkins Coie Trust Company
Washington
$789K -$5.3K -43 -0.7%