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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
701
Johnson Investment Counsel
Ohio
$284K +$440 +10 +0.2%
PTP
702
Platform Technology Partners
New York
$282K +$259K +5,887 New
CB
703
CNB Bank
Pennsylvania
$282K -$2.64K -60 -1%
EP
704
Edgestream Partners
New Jersey
$282K +$259K +5,877 New
ABLA
705
Alan B. Lancz & Associates
Ohio
$281K +$440 +10 +0.2%
AGA
706
Accuvest Global Advisors
Utah
$280K -$257K -5,850 -50%
Balyasny Asset Management
707
Balyasny Asset Management
Illinois
$280K -$14.9M -339,287 -98%
Lazard Asset Management
708
Lazard Asset Management
New York
$278K +$247K +5,614 +2,807%
PVI
709
Pine Valley Investments
New Jersey
$278K +$198K +4,503 New
BSW
710
Buckingham Strategic Wealth
Missouri
$276K – – –
BLC
711
Brown, Lisle/Cummings
Rhode Island
$273K – – –
HFP
712
Holistic Financial Partners
Indiana
$273K +$251K +5,694 New
SC
713
Savant Capital
Illinois
$273K +$250K +5,686 New
SWM
714
Sculati Wealth Management
Michigan
$272K +$250K +5,680 New
OWA
715
Octavia Wealth Advisors
Ohio
$270K +$248K +5,630 New
LFA
716
Legacy Financial Advisors
Kentucky
$270K +$248K +5,627 New
CWMGP
717
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$269K -$133K -3,025 -35%
FFA
718
Farther Finance Advisors
California
$268K +$170K +3,870 +225%
CC
719
Centiva Capital
New York
$263K +$145K +3,300 +151%
MIM
720
Moseley Investment Management
Florida
$263K -$26.2K -595 -10%
PCM
721
Perkins Capital Management
Minnesota
$261K +$240K +5,450 New
KA
722
Kozak & Associates
Colorado
$259K – – –
AFP
723
Ausdal Financial Partners
Iowa
$257K -$92.1K -2,093 -28%
PA
724
PSI Advisors
Florida
$256K -$33K -750 -12%
CFGS
725
Concourse Financial Group Securities
Alabama
$256K -$9.59K -218 -4%