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Name Holding Trade Value Shares
Change
Change in
Stake
B
876
Bailard
California
$264K – – –
BIM
877
Bridges Investment Management
Nebraska
$263K +$752 +5 +0.3%
PTC
878
Petrus Trust Company
Texas
$262K +$262K +1,743 New
HWM
879
Hemington Wealth Management
Virginia
$262K -$25K -166 -8%
MWM
880
Modern Wealth Management
Kansas
$262K -$4.36K -29 -2%
SWA
881
Sax Wealth Advisors
New Jersey
$261K +$752 +5 +0.3%
FWCM
882
Ferguson Wellman Capital Management
Oregon
$260K -$15.2K -101 -6%
CSC
883
Caldwell Sutter Capital
California
$259K -$90.3K -600 -26%
MIM
884
Marco Investment Management
Georgia
$258K – – –
OWM
885
OneAscent Wealth Management
Alabama
$257K +$257K +1,707 New
LSAG
886
Lake Street Advisors Group
New Hampshire
$257K +$2.56K +17 +1%
SDIC
887
South Dakota Investment Council
South Dakota
$256K – – –
CWS
888
Cypress Wealth Services
California
$255K +$256K +1,699 New
HAS
889
Horizon Advisory Services
New York
$255K -$4.66K -31 -2%
PFBT
890
Parkside Financial Bank & Trust
Missouri
$254K -$11K -73 -4%
TWM
891
TriaGen Wealth Management
California
$254K – – –
DMBA
892
Deseret Mutual Benefit Administrators
Utah
$254K +$19.9K +132 +8%
AIA
893
Affinity Investment Advisors
California
$251K -$750K -4,985 -75%
WPA
894
West Paces Advisors
Georgia
$250K +$244K +1,625 +4,276%
WS
895
Wedbush Securities
California
$250K -$346K -2,301 -58%
CMF
896
Counterpoint Mutual Funds
California
$250K +$250K +1,660 New
VWM
897
Vigilare Wealth Management
Arizona
$249K -$150 -1 -0.1%
TIAA Trust, National Association
898
TIAA Trust, National Association
North Carolina
$248K +$249K +1,652 New
CC
899
Chicago Capital
Illinois
$248K -$453K -3,012 -65%
CT
900
Colonial Trust
South Carolina
$247K -$48.7K -324 -16%