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Name Holding Trade Value Shares
Change
Change in
Stake
RRCM
851
Rappaport Reiches Capital Management
Illinois
$247K +$525 +6 +0.2%
GCM
852
Gallacher Capital Management
Colorado
$246K
Luther King Capital Management (LKCM)
853
Luther King Capital Management (LKCM)
Texas
$245K -$2.63K -30 -1%
HCM
854
Howland Capital Management
Massachusetts
$245K -$875 -10 -0.4%
DFA
855
Davies Financial Advisors
California
$244K +$1.57K +18 +0.7%
CAGAS
856
Capital Advisory Group Advisory Services
Minnesota
$243K
PFPT
857
Pinnacle Financial Partners (Tennessee)
Tennessee
$243K +$242K +2,765 New
FYW
858
Future You Wealth
New York
$242K +$242K +2,764 New
FWM
859
Fortress Wealth Management
California
$242K +$700 +8 +0.3%
NCTC
860
New Covenant Trust Company
Indiana
$242K
Fayez Sarofim & Co
861
Fayez Sarofim & Co
Texas
$241K +$241K +2,750 New
AC
862
ASB Consultores
Florida
$240K -$73.1K -835 -23%
CGL
863
Clarius Group LLC
Washington
$239K +$5.34K +61 +2%
PCH
864
PGIM Custom Harvest
New Jersey
$239K +$239K +2,726 New
6F
865
626 Financial
Michigan
$239K +$1.75K +20 +0.7%
MA
866
Montag & Associates
Georgia
$239K
NWAG
867
Net Worth Advisory Group
Utah
$237K -$21.4K -244 -8%
DF
868
Define Financial
California
$237K +$236K +2,696 New
LA
869
LVW Advisors
New York
$236K -$525 -6 -0.2%
PI
870
Pachira Investments
California
$235K -$18.6K -212 -7%
FIB
871
First Interstate Bank
Montana
$235K
RCAG
872
Rehmann Capital Advisory Group
Michigan
$235K +$1.84K +21 +0.8%
YLHM
873
Yelin Lapidot Holdings Management
Israel
$234K +$234K +2,671 New
FHA
874
First Horizon Advisors
Tennessee
$234K +$8.49K +97 +4%
TA
875
TKG Advisors
Indiana
$234K +$247K +2,828 New