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Name Holding Trade Value Shares
Change
Change in
Stake
WA1
601
Wimmer Associates 1
California
$410K -$12K -160 -3%
FWM
602
Fingerlakes Wealth Management
New York
$408K -$10.7K -142 -2%
CSI
603
Cross Staff Investments
New York
$408K
TCM
604
Telos Capital Management
California
$405K +$202K +2,686 +93%
SC
605
Savant Capital
Illinois
$405K +$12.8K +170 +3%
SPIA
606
Steward Partners Investment Advisory
New York
$405K +$2.7K +36 +0.7%
WA
607
Wealth Alliance
New York
$405K -$29.6K -394 -7%
S
608
SignatureFD
Georgia
$404K -$181K -2,412 -30%
WAM
609
Weatherly Asset Management
California
$400K
EWM
610
Empirical Wealth Management
Washington
$398K +$411K +5,472 New
WANY
611
Wealthspire Advisors (New York)
New York
$397K -$1.35K -18 -0.3%
VW
612
Vance Wealth
California
$392K
NCM
613
Neumann Capital Management
California
$389K
EWA
614
Etesian Wealth Advisors
Oregon
$387K -$1.65K -22 -0.4%
HWM
615
HB Wealth Management
Georgia
$381K +$50.9K +678 +15%
SFI
616
Siemens Fonds Invest
Germany
$377K
ALAM
617
Asahi Life Asset Management
Japan
$376K +$388K +5,170 New
VSQM
618
V-Square Quantitative Management
Illinois
$376K +$29.7K +396 +8%
CGL
619
Clarius Group LLC
Washington
$376K +$44.6K +594 +13%
QI
620
Qtron Investments
Massachusetts
$374K
LHEI
621
Leo H. Evart Inc
California
$373K
ANTB
622
AMG National Trust Bank
Colorado
$371K
ICG
623
InterOcean Capital Group
Tennessee
$371K
WPC
624
Wedmont Private Capital
Pennsylvania
$371K +$24.5K +326 +7%
EF
625
Empowered Funds
Pennsylvania
$370K +$109K +1,450 +40%