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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
651
Perigon Wealth Management
California
$391K +$30K +81 +8%
JF
652
JMN Financial
Ohio
$387K -$27.8K -75 -7%
CPCPP
653
Canada Post Corporation Pension Plan
Canada
$386K – – –
TIP
654
Tandem Investment Partners
New Jersey
$381K -$94.5K -255 -20%
TWM
655
Tradition Wealth Management
Minnesota
$379K +$1.48K +4 +0.4%
CIA
656
Choate Investment Advisors
Massachusetts
$371K – – –
DC
657
Davenport & Co
Virginia
$370K +$55.6K +150 +17%
OP
658
Oslo Pensjonsforsikring
$370K +$378K +1,020 New
ZBNA
659
Zions Bancorporation, National Association
Utah
$369K -$502K -1,355 -57%
SAM
660
Smartleaf Asset Management
Massachusetts
$369K +$18.2K +49 +5%
WA
661
WBH Advisory
Maryland
$367K – – –
API
662
Asset Planning Inc
California
$367K – – –
GP
663
Guardian Partners
Canada
$365K – – –
HWA
664
HHM Wealth Advisors
Tennessee
$363K -$74.1K -200 -17%
LOAMS
665
Lombard Odier Asset Management (Switzerland)
Switzerland
$363K +$371K +1,000 New
MWS
666
MFA Wealth Services
California
$362K -$3.33K -9 -0.9%
KCM
667
Kathmere Capital Management
Pennsylvania
$360K +$97.4K +263 +36%
PS
668
Planned Solutions
California
$360K – – –
TFA
669
Transamerica Financial Advisors
Florida
$357K +$41.1K +111 +13%
AWM
670
Apollon Wealth Management
South Carolina
$356K +$18.2K +49 +5%
BIA
671
Beacon Investment Advisors
Maryland
$356K -$8.52K -23 -2%
VVP
672
Venture Visionary Partners
Ohio
$356K -$1.11K -3 -0.3%
KFA
673
Krane Funds Advisors
New York
$355K +$86K +232 +31%
MWM
674
Modern Wealth Management
Kansas
$354K -$29.3K -79 -8%
JWM
675
Jessup Wealth Management
Ohio
$353K – – –