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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1901
Financial Engines Advisors
California
$409K -$71.7K -2,740 -14%
IIL
1902
Income Insurance Ltd
$409K – – –
LA
1903
LVW Advisors
New York
$409K -$97K -3,710 -18%
AGP
1904
Aspire Growth Partners
Florida
$409K -$16.1K -617 -4%
NDSI
1905
Newman Dignan & Sheerar Inc
Rhode Island
$408K +$392 +15 +0.1%
MIA
1906
MeadowBrook Investment Advisors
Michigan
$408K +$6.28K +240 +1%
FWI
1907
Facet Wealth Inc
Maryland
$406K +$51.8K +1,982 +13%
SIA
1908
SGL Investment Advisors
Montana
$405K +$6.38K +244 +2%
PWW
1909
Pettyjohn Wood & White
Virginia
$405K -$13.5K -515 -3%
FFP
1910
FourThought Financial Partners
Florida
$403K -$14.9K -569 -3%
DC
1911
Defender Capital
North Carolina
$403K – – –
WTB
1912
Washington Trust Bank
Washington
$403K -$26.2K -1,000 -6%
AFT
1913
Alpha Family Trust
California
$400K – – –
AW
1914
Alteri Wealth
California
$400K -$10K -383 -2%
ICP
1915
Ironvine Capital Partners
Nebraska
$400K – – –
WPC
1916
White Pine Capital
Minnesota
$399K +$6.96K +266 +2%
CIAS
1917
CFS Investment Advisory Services
New Jersey
$399K -$125K -4,787 -23%
BRWM
1918
Blue Rock Wealth Management
North Carolina
$399K – – –
NHT
1919
New Hampshire Trust
New Hampshire
$399K -$19.9K -760 -4%
FMC
1920
First Merchants Corp
Indiana
$398K -$10.5K -400 -2%
SI
1921
Severin Investments
Missouri
$398K -$123K -4,711 -22%
RDWM
1922
Red Door Wealth Management
Tennessee
$397K -$48.3K -1,846 -10%
SC
1923
Sepio Capital
Utah
$397K -$45.2K -1,727 -9%
LOPW
1924
Live Oak Private Wealth
North Carolina
$397K -$23.8K -910 -5%
WW
1925
Waterfront Wealth
Kansas
$395K +$2.17K +83 +0.5%