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Name Holding Trade Value Shares
Change
Change in
Stake
GB
1651
Goepper Burkhardt
South Carolina
$241K – – –
WWC
1652
Waypoint Wealth Counsel
Georgia
$241K +$270K +3,377 New
CBTWT
1653
Community Bank & Trust (Waco, Texas)
Texas
$240K -$118K -1,480 -31%
PAIM
1654
Punch & Associates Investment Management
Minnesota
$238K – – –
JSC
1655
Jackson Square Capital
California
$238K -$256K -3,195 -49%
HWMA
1656
Heritage Wealth Management (Arizona)
Arizona
$238K +$136K +1,697 +103%
QC
1657
Quent Capital
New York
$238K -$8.64K -108 -3%
EAM
1658
Evanson Asset Management
California
$238K -$28.4K -355 -10%
AA
1659
Alta Advisers
United Kingdom
$235K – – –
PHAM
1660
Palisades Hudson Asset Management
Florida
$235K – – –
CI Investments Inc
1661
CI Investments Inc
Ontario, Canada
$235K +$136K +1,693 +105%
CWM
1662
Connecticut Wealth Management
Connecticut
$235K -$26.6K -332 -9%
SWA
1663
SFMG Wealth Advisors
Texas
$235K -$75.1K -938 -22%
AL
1664
Aspiriant LLC
California
$235K -$12.9K -161 -5%
RIA
1665
Regal Investment Advisors
Michigan
$234K -$66.4K -830 -20%
ACL
1666
Applied Capital LLC
Florida
$234K +$263K +3,290 New
AWM
1667
Alterna Wealth Management
Texas
$234K – – –
MKA
1668
M. Kulyk & Associates
Georgia
$233K +$12K +150 +5%
MIM
1669
Meridiem Investment Management
United Kingdom
$233K -$56.4K -705 -18%
AGAM
1670
Audent Global Asset Management
California
$231K -$70.4K -879 -21%
FIA
1671
Foundations Investment Advisors
Arizona
$231K +$40.2K +502 +18%
NIC
1672
Northwest Investment Counselors
Oregon
$230K -$198K -2,468 -43%
FDS
1673
First Dallas Securities
Texas
$229K -$136K -1,700 -35%
FWP
1674
Falcon Wealth Planning
California
$229K -$14.1K -176 -5%
AIC
1675
Ayalon Insurance Company
Israel
$228K -$14.6K -182 -5%