Name Holding Trade Value Shares
Change
Change in
Stake
BWA
426
BDO Wealth Advisors
Florida
$343K -$52.8K -10 -15%
BC
427
Burney Company
Virginia
$343K – – –
DIS
428
Diversified Investment Strategies
Louisiana
$343K – – –
HCM
429
Hollencrest Capital Management
California
$343K – – –
TI
430
Tidal Investments
Wisconsin
$343K +$42.2K +8 +16%
SWM
431
Spire Wealth Management
Virginia
$343K +$148K +28 +93%
HWM
432
HB Wealth Management
Georgia
$343K +$306K +58 New
XT
433
XTX Topco
Cayman Islands
$343K +$306K +58 New
VWM
434
Valley Wealth Managers
New Jersey
$337K +$21.1K +4 +8%
PA
435
Profund Advisors
Maryland
$337K +$52.8K +10 +21%
HCP
436
Hexagon Capital Partners
Arkansas
$337K +$58.1K +11 +24%
IRF
437
IBM Retirement Fund
New York
$319K -$206K -39 -42%
MSAM
438
Moloney Securities Asset Management
Missouri
$319K -$52.8K -10 -16%
CAPTRUST Financial Advisors
439
CAPTRUST Financial Advisors
North Carolina
$319K +$36.9K +7 +15%
BJL
440
Brighton Jones LLC
Washington
$301K -$52.8K -10 -16%
GT
441
Glenview Trust
Kentucky
$301K – – –
AWM
442
AE Wealth Management
Kansas
$301K +$15.8K +3 +6%
EF
443
Empirical Finance
Pennsylvania
$301K +$269K +51 New
BA
444
Birinyi Associates
Connecticut
$295K -$1.06M -200 -80%
FNBT
445
FineMark National Bank & Trust
Florida
$295K – – –
MVA
446
Mount Vernon Associates
Maryland
$295K – – –
WTB
447
Washington Trust Bank
Washington
$295K – – –
CIBC Private Wealth Group
448
CIBC Private Wealth Group
Georgia
$295K +$264K +50 New
FC
449
FCA Corp
Texas
$295K +$264K +50 New
PTCG
450
Pring Turner Capital Group
California
$295K +$264K +50 New