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Name Holding Trade Value Shares
Change
Change in
Stake
HP
801
Holistic Planning
Texas
$489K -$66.9K -993 -13%
WAG
802
Wallace Advisory Group
California
$489K +$1.75K +26 +0.3%
HL
803
HeadInvest LLC
Maine
$487K – – –
DI
804
Diligent Investors
California
$487K -$131K -1,950 -23%
NAM
805
NTV Asset Management
West Virginia
$485K – – –
Brighton Jones LLC
806
Brighton Jones LLC
Washington
$485K -$57K -846 -11%
Equitable Holdings
807
Equitable Holdings
New York
$484K -$3.1K -46 -0.7%
ESB
808
Essex Savings Bank
Connecticut
$483K +$51.5K +764 +13%
GCM
809
Gables Capital Management
Florida
$483K – – –
SI
810
Severin Investments
Missouri
$483K -$3.64K -54 -0.8%
Harbour Investments
811
Harbour Investments
Wisconsin
$480K -$87.8K -1,304 -17%
CH
812
Cromwell Holdings
Wyoming
$480K – – –
BWM
813
BigSur Wealth Management
Florida
$479K – – –
RPC
814
Rossmore Private Capital
Connecticut
$477K -$10.2K -151 -2%
SA
815
Strategic Advisors
New York
$476K -$2.09K -31 -0.5%
Birch Hill Investment Advisors
816
Birch Hill Investment Advisors
Massachusetts
$476K – – –
ECA
817
Elevated Capital Advisors
Utah
$476K -$149K -2,207 -25%
FTC
818
Farmers Trust Company
Ohio
$475K – – –
E3F
819
Eight 31 Financial
Texas
$474K +$674 +10 +0.2%
PFBT
820
Parkside Financial Bank & Trust
Missouri
$473K +$53.1K +788 +14%
Modern Wealth Management
821
Modern Wealth Management
Kansas
$473K +$5.52K +82 +1%
BMC
822
Beaton Management Company
Massachusetts
$473K – – –
BWM
823
Bulltick Wealth Management
Florida
$471K -$2.76M -40,975 -86%
MDA
824
Minot DeBlois Advisors
Massachusetts
$466K -$42.4K -629 -9%
Mitsubishi UFJ Asset Management
825
Mitsubishi UFJ Asset Management
Japan
$466K +$2.36K +35 +0.6%