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Name Holding Trade Value Shares
Change
Change in
Stake
Balentine LLC
651
Balentine LLC
Georgia
$396K +$119K +1,865 +50%
CL
652
CPWM LLC
Washington
$390K -$56.4K -882 -14%
Apollon Wealth Management
653
Apollon Wealth Management
South Carolina
$390K +$122K +1,913 +53%
JCM
654
J2 Capital Management
Michigan
$384K +$6.21K +97 +2%
Whittier Trust
655
Whittier Trust
California
$384K +$78.1K +1,220 +29%
Burney Company
656
Burney Company
Virginia
$379K -$6.53K -102 -2%
IA
657
Insight Advisors
Pennsylvania
$378K +$342K +5,347 New
Raymond James Trust
658
Raymond James Trust
Florida
$377K +$21.2K +331 +7%
LW
659
Linscomb Wealth
Texas
$376K -$12.3K -192 -3%
Caprock Group
660
Caprock Group
Idaho
$375K +$32.7K +511 +11%
SAM
661
Strategy Asset Managers
California
$375K +$340K +5,305 New
DA
662
DSC Advisors
Illinois
$374K +$339K +5,290 New
InterOcean Capital Group
663
InterOcean Capital Group
Tennessee
$371K – – –
NF
664
NTB Financial
Colorado
$371K – – –
Focus Partners Advisor Solutions
665
Focus Partners Advisor Solutions
Missouri
$370K +$335K +5,239 New
SWM
666
Scissortail Wealth Management
Oklahoma
$369K +$191K +2,987 +108%
SRC
667
Stone Run Capital
New York
$368K -$6.4K -100 -2%
MYAM
668
Meiji Yasuda Asset Management
Japan
$365K -$59.2K -925 -15%
NWM
669
NEIRG Wealth Management
Massachusetts
$365K +$331K +5,173 New
Kestra Private Wealth Services
670
Kestra Private Wealth Services
Texas
$362K -$1.92K -30 -0.6%
EFS
671
Essex Financial Services
Connecticut
$361K +$256 +4 +0.1%
CT
672
Clearstead Trust
Maine
$358K – – –
CNC
673
Canandaigua National Corp
New York
$357K -$49.5K -774 -13%
HB Wealth Management
674
HB Wealth Management
Georgia
$356K +$36.2K +565 +13%
One Capital Management
675
One Capital Management
California
$353K -$2.56K -40 -0.8%