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Name Holding Trade Value Shares
Change
Change in
Stake
MJP
876
Michael J. Puzo
$399K
BCP
877
Berkeley Capital Partners
Georgia
$399K
KOCAA
878
Knights of Columbus Asset Advisors
Connecticut
$399K -$17.7K -263 -5%
WA
879
Wealthstream Advisors
New York
$397K -$2.16K -32 -0.6%
KP
880
Keel Point
Alabama
$396K -$25.7K -381 -7%
NSIM
881
North Star Investment Management
Illinois
$396K -$199K -2,958 -35%
ATC
882
Argent Trust Co
Tennessee
$396K +$3.03K +45 +0.8%
SMA
883
Seven Mile Advisory
New Jersey
$395K -$28.3K -420 -7%
LKIM
884
Lawson Kroeker Investment Management
Nebraska
$395K -$15.2K -226 -4%
AWS
885
Arkfeld Wealth Strategies
Nebraska
$395K +$2.69K +40 +0.7%
FA
886
Fermata Advisors
California
$391K +$360K +5,342 New
RSWM
887
Robertson Stephens Wealth Management
California
$391K +$202 +3 +0.1%
BFA
888
Beaumont Financial Advisors
Massachusetts
$389K +$1.42K +21 +0.4%
PCM
889
Parsons Capital Management
Rhode Island
$387K
DCA
890
DSG Capital Advisors
Minnesota
$387K
AIA
891
AIMZ Investment Advisors
California
$387K -$13.5K -200 -4%
APG
892
Abacus Planning Group
South Carolina
$386K +$15.8K +235 +5%
TAM
893
Titleist Asset Management
Texas
$383K -$19.9K -296 -5%
CCFM
894
Clear Creek Financial Management
Washington
$383K +$66.5K +987 +23%
NA
895
Nautilus Advisors
California
$383K -$54.5K -809 -13%
TAM
896
Tucker Asset Management
Colorado
$382K -$102K -1,521 -23%
BL
897
Balentine LLC
Georgia
$381K +$18.9K +281 +6%
PA
898
Procyon Advisors
Connecticut
$379K +$1.01K +15 +0.3%
VIP
899
Vista Investment Partners
Oklahoma
$378K +$2.56K +38 +0.7%
IWA
900
Icon Wealth Advisors
Texas
$377K -$90.1K -1,337 -21%