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Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
2051
TIAA Trust, National Association
North Carolina
$976K -$17.6M -200,270 -95%
BWFA
2052
Baltimore-Washington Financial Advisors
Maryland
$975K +$535K +6,077 +149%
HW
2053
Hedeker Wealth
Illinois
$974K +$893K +10,131 New
DP
2054
Dearborn Partners
Illinois
$972K +$1.5K +17 +0.2%
FWA
2055
FSM Wealth Advisors
Ohio
$971K +$75.3K +855 +9%
LSIA
2056
LaSalle St. Investment Advisors
Illinois
$969K -$58.1K -659 -6%
EPA
2057
Element Pointe Advisors
Florida
$968K +$1.76K +20 +0.2%
RRA
2058
Round Rock Advisors
Connecticut
$966K +$15K +170 +2%
WCM
2059
Winebrenner Capital Management
Kentucky
$966K +$4.32K +49 +0.5%
SRA
2060
Secured Retirement Advisors
Minnesota
$965K +$885K +10,039 New
APA
2061
Astoria Portfolio Advisors
New York
$965K -$20.5K -233 -2%
CIC
2062
Canal Insurance Company
South Carolina
$962K +$881K +10,000 New
MTC
2063
McDaniel Terry & Co
Texas
$962K
MWP
2064
Madison Wealth Partners
Wisconsin
$961K +$78.9K +895 +10%
CMTU
2065
Capital Markets Trading (UK)
United Kingdom
$958K +$618K +7,010 +237%
RIA
2066
Regal Investment Advisors
Michigan
$958K -$50.3K -571 -5%
FPGK
2067
Financial Partners Group (Kansas)
Kansas
$958K +$7.22K +82 +0.8%
BCPE
2068
Bain Capital Public Equity
Massachusetts
$955K +$875K +9,934 New
PWA
2069
Prairie Wealth Advisors
Nebraska
$953K
SHFP
2070
Second Half Financial Partners
Florida
$953K +$7.05K +80 +0.8%
EFG
2071
Embree Financial Group
Illinois
$952K +$234K +2,651 +37%
SOW
2072
State of Wyoming
Wyoming
$951K -$109K -1,237 -11%
FMTC
2073
Farmers & Merchants Trust Company
California
$951K +$218K +2,471 +33%
MBT
2074
Montecito Bank & Trust
California
$949K -$28.2K -320 -3%
CA
2075
Continuum Advisory
Idaho
$949K -$187K -2,120 -18%