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Name Holding Trade Value Shares
Change
Change in
Stake
WI
376
WrapManager Inc
California
$451K -$44.9K -843 -9%
DADC
377
D.A. Davidson & Co
Montana
$450K -$291K -5,462 -39%
TFA
378
Tranquilli Financial Advisor
New Jersey
$444K +$149K +2,792 +51%
IA
379
IFG Advisory
Georgia
$440K +$437K +8,195 New
WAM
380
Weatherly Asset Management
California
$431K -$85.3K -1,600 -17%
PWM
381
Perigon Wealth Management
California
$424K -$2.19K -41 -0.5%
FLAM
382
First Light Asset Management
Minnesota
$414K
CT
383
Caldwell Trust
Florida
$411K -$72.9K -1,367 -15%
JIC
384
Johnson Investment Counsel
Ohio
$400K +$7.89K +148 +2%
TCMP
385
Thrive Capital Management (Pennsylvania)
Pennsylvania
$395K -$853 -16 -0.2%
New York State Common Retirement Fund
386
New York State Common Retirement Fund
New York
$395K -$272K -5,099 -41%
BAM
387
Belpointe Asset Management
Nevada
$392K +$160K +3,009 +70%
CUAMC
388
China Universal Asset Management Company
China
$389K +$177K +3,326 +85%
GRP
389
Global Retirement Partners
California
$388K +$107 +2 +0%
AA
390
AlphaQ Advisors
Florida
$386K -$38.9K -729 -9%
CTC
391
Central Trust Company
Missouri
$384K +$119K +2,230 +45%
BBHC
392
Brown Brothers Harriman & Co
New York
$379K +$52.4K +982 +16%
FCI
393
Financial Counselors Inc
Kansas
$378K -$2.77K -52 -0.7%
BP
394
Ballentine Partners
Massachusetts
$377K +$32K +600 +9%
ACM
395
Ategra Capital Management
Virginia
$373K -$27.6K -518 -7%
MA
396
Mezzasalma Advisors
New Jersey
$372K
SVWAG
397
Sound View Wealth Advisors Group
Georgia
$371K +$10.1K +189 +3%
JC
398
Jacobs & Co
California
$370K
1WA
399
180 Wealth Advisors
Washington
$368K +$21K +393 +6%
ERIC
400
Eagle Rock Investment Company
Georgia
$365K