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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
951
Icon Wealth Advisors
Texas
$443K -$116K -1,575 -21%
BWM
952
Brophy Wealth Management
New Hampshire
$441K +$422K +5,745 New
PVI
953
Pine Valley Investments
New Jersey
$439K -$6.61K -90 -2%
CC
954
Callan Capital
California
$439K +$51.8K +705 +14%
T. Rowe Price Investment Management
955
T. Rowe Price Investment Management
Maryland
$438K +$70.5K +960 +20%
BBHC
956
Brown Brothers Harriman & Co
New York
$438K -$209K -2,850 -33%
AWA
957
Arkadios Wealth Advisors
Georgia
$435K +$6.61K +90 +2%
FNBT
958
FineMark National Bank & Trust
Florida
$432K -$274K -3,735 -40%
Fayez Sarofim & Co
959
Fayez Sarofim & Co
Texas
$432K
CAGAS
960
Capital Advisory Group Advisory Services
Minnesota
$431K
Empower Advisory Group
961
Empower Advisory Group
Colorado
$426K
AWA
962
Aaron Wealth Advisors
Illinois
$423K +$139K +1,890 +52%
PCM
963
Prelude Capital Management
New York
$421K -$8.81K -120 -2%
CANY
964
Caxton Associates (New York)
New York
$421K +$403K +5,490 New
LSPW
965
Lake Street Private Wealth
Illinois
$416K -$33.1K -450 -8%
FIM
966
Freedom Investment Management
Connecticut
$413K -$111K -1,515 -22%
GAM
967
Gotham Asset Management
New York
$412K -$198K -2,700 -33%
MAM
968
Mainsail Asset Management
Alabama
$412K
KIC
969
Keating Investment Counselors
Florida
$411K
PIA
970
Perennial Investment Advisors
California
$411K
QWP
971
Quotient Wealth Partners
Texas
$410K -$13.2K -180 -3%
ODG
972
O'Dell Group
Ohio
$409K
EFG
973
Ethos Financial Group
Pennsylvania
$408K +$390K +5,310 New
AFT
974
Alpha Family Trust
California
$403K
SBIA
975
Sheaff Brock Investment Advisors
Indiana
$403K