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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
976
Abbot Financial Management
Massachusetts
$456K -$201K -4,906 -31%
CIA
977
Choate Investment Advisors
Massachusetts
$454K -$80.3K -1,960 -15%
FRA
978
Frank Rimerman Advisors
California
$454K +$64.7K +1,580 +17%
DAS
979
Dynamic Advisor Solutions
Arizona
$447K +$438K +10,688 New
LWM
980
LJI Wealth Management
Indiana
$446K +$4.55K +111 +1%
PP
981
Patron Partners
Texas
$445K +$88K +2,148 +25%
PCM
982
Penserra Capital Management
California
$445K -$347K -8,473 -44%
QL
983
Quarry LP
New York
$444K -$337K -8,227 -44%
1IA
984
1834 Investment Advisors
Wisconsin
$442K +$23.4K +571 +6%
TCA
985
Transcend Capital Advisors
New Jersey
$439K +$25.6K +624 +6%
MTIC
986
Missouri Trust & Investment Company
Missouri
$437K – – –
WEG
987
World Equity Group
Illinois
$435K -$484K -11,800 -53%
CAM
988
Congress Asset Management
Massachusetts
$435K – – –
MWM
989
Maridea Wealth Management
New York
$435K +$426K +10,398 New
CSA
990
Cornerstone Select Advisors
Missouri
$434K -$105K -2,561 -20%
FCP
991
Fidelis Capital Partners
Florida
$433K +$2.5K +61 +0.5%
KCM
992
Kathmere Capital Management
Pennsylvania
$433K +$425K +10,363 New
DWP
993
Daymark Wealth Partners
Ohio
$432K +$19.1K +467 +5%
SIC
994
Shoker Investment Counsel
Ohio
$431K – – –
TIAA Trust, National Association
995
TIAA Trust, National Association
North Carolina
$429K +$8.2K +200 +2%
CCG
996
Coastwise Capital Group
California
$429K -$6.19K -151 -1%
KA
997
KLCM Advisors
Wisconsin
$428K – – –
EAM
998
Eukles Asset Management
Ohio
$428K +$40.3K +983 +11%
RIP
999
Reliant Investment Partners
North Carolina
$427K – – –
LGA
1000
Lebenthal Global Advisors
New York
$427K +$6.23K +152 +2%