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Name Holding Trade Value Shares
Change
Change in
Stake
CT
676
Caldwell Trust
Florida
$270K +$108K +1,504 +88%
EWA
677
EverSource Wealth Advisors
Alabama
$268K +$142K +1,972 +162%
Fisher Asset Management
678
Fisher Asset Management
Washington
$268K +$229K +3,192 New
NP
679
NorthRock Partners
Minnesota
$267K +$228K +3,178 New
FWM
680
Fortress Wealth Management
California
$265K +$431 +6 +0.2%
IDA
681
Intelligence Driven Advisers
California
$265K +$227K +3,158 New
BC
682
Burleson & Co
California
$263K
WF
683
Welch & Forbes
Massachusetts
$263K
HWM
684
HB Wealth Management
Georgia
$262K +$224K +3,116 New
PIA
685
Pinion Investment Advisors
Kansas
$262K +$224K +3,118 New
HCM
686
Hodges Capital Management
Texas
$261K
JC
687
Jacobs & Co
California
$261K
CCA
688
Childress Capital Advisors
Texas
$261K +$224K +3,120 New
AAS
689
Annex Advisory Services
Wisconsin
$259K
GL
690
Graypoint LLC
New York
$259K +$222K +3,084 New
Lido Advisors
691
Lido Advisors
California
$258K +$221K +3,072 New
CGL
692
Clarius Group LLC
Washington
$256K
FFG
693
Ford Financial Group
California
$256K
SCM
694
SOL Capital Management
Maryland
$255K
CCC
695
Chelsea Counsel Company
California
$253K +$216K +3,006 New
FAT
696
First American Trust
California
$253K +$216K +3,006 New
SI
697
SimpliFi Inc
California
$253K +$216K +3,008 New
Members Trust
698
Members Trust
Florida
$253K +$216K +3,012 New
IGGA
699
Iron Gate Global Advisors
Utah
$252K
JFL
700
Jarislowsky, Fraser Ltd
Quebec, Canada
$252K +$216K +3,000 New