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Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
526
Great Point Wealth Advisors
Massachusetts
$555K +$5.18K +80 +1%
FNT
527
First Nebraska Trust
Nebraska
$551K +$38.3K +591 +8%
MAM
528
Mark Asset Management
New York
$550K – – –
ACP
529
Aveo Capital Partners
Colorado
$548K +$37.2K +575 +8%
GPA
530
Garrison Point Advisors
California
$547K – – –
Inspire Investing
531
Inspire Investing
Idaho
$545K +$140K +2,156 +38%
NSIM
532
North Star Investment Management
Illinois
$542K -$31.7K -490 -6%
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$542K +$613K +9,467 +3,519%
CAM
534
Carret Asset Management
New York
$540K +$1.81K +28 +0.4%
UR
535
USCA RIA
Texas
$540K +$148K +2,293 +42%
MSAM
536
Moloney Securities Asset Management
Missouri
$537K +$497K +7,682 New
Whittier Trust
537
Whittier Trust
California
$534K -$68.2K -1,053 -12%
VCM
538
Virtue Capital Management
Tennessee
$527K -$3.04K -47 -0.6%
VFA
539
Voya Financial Advisors
Connecticut
$525K +$98.9K +1,527 +25%
Williams Jones & Associates
540
Williams Jones & Associates
New York
$513K +$28.8K +444 +6%
Clearstead Advisors
541
Clearstead Advisors
Ohio
$510K +$41.3K +638 +10%
HBK Sorce Advisory
542
HBK Sorce Advisory
Pennsylvania
$508K -$4.99K -77 -1%
IC
543
InterOcean Capital
Illinois
$507K – – –
BRWA
544
B. Riley Wealth Advisors
Florida
$506K +$40.3K +623 +9%
Meiji Yasuda Life Insurance
545
Meiji Yasuda Life Insurance
Japan
$506K +$469K +7,240 New
Level Four Advisory Services
546
Level Four Advisory Services
Texas
$505K +$129K +1,999 +38%
Raymond James Trust
547
Raymond James Trust
Florida
$502K +$132K +2,042 +40%
BCA
548
Berman Capital Advisors
Georgia
$499K +$8.1K +125 +2%
SM
549
Sciencast Management
New Jersey
$495K +$460K +7,100 New
SCM
550
Stumpf Capital Management
Arizona
$494K – – –