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Name Holding Trade Value Shares
Change
Change in
Stake
WA1
601
Wimmer Associates 1
California
$240K +$225K +3,614 New
BJL
602
Brighton Jones LLC
Washington
$236K +$221K +3,556 New
HAG
603
HighPoint Advisor Group
Illinois
$229K -$15.6K -250 -7%
FB
604
Fulton Bank
Pennsylvania
$228K -$995 -16 -0.5%
WA
605
WealthTrust Axiom
Pennsylvania
$228K +$215K +3,452 New
MC
606
Maverick Capital
Texas
$226K -$276K -4,440 -57%
FMWA
607
Forvis Mazars Wealth Advisors
Missouri
$223K -$46K -740 -18%
LOAME
608
Lombard Odier Asset Management (Europe)
United Kingdom
$221K +$208K +3,336 New
TI
609
Tidal Investments
Wisconsin
$220K +$207K +3,324 New
VDI
610
Vaughan David Investments
Illinois
$218K -$24.9K -400 -11%
1SB
611
1ST Source Bank
Indiana
$215K – – –
MAM
612
Meeder Asset Management
Ohio
$215K +$12.4K +200 +7%
WB
613
WesBanco Bank
West Virginia
$215K +$201K +3,234 New
TCM
614
Telos Capital Management
California
$215K +$202K +3,240 New
Jacobs Levy Equity Management
615
Jacobs Levy Equity Management
New Jersey
$215K +$202K +3,250 New
KC
616
Kepos Capital
New York
$214K – – –
RP
617
Rice Partnership
Hawaii
$213K -$118K -1,900 -37%
FA
618
FC Advisory
Pennsylvania
$213K – – –
Lido Advisors
619
Lido Advisors
California
$212K -$3.86K -62 -2%
KW
620
KWB Wealth
California
$211K – – –
VVP
621
Venture Visionary Partners
Ohio
$211K +$198K +3,184 New
HCM
622
Howland Capital Management
Massachusetts
$209K – – –
GIA
623
Gateway Investment Advisers
Ohio
$208K -$26.1K -420 -12%
BC
624
Burleson & Co
California
$208K +$195K +3,130 New
HWA
625
Heritage Wealth Advisors
Virginia
$208K – – –