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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1701
Axis Wealth Partners
Rhode Island
$544K -$5.76K -203 -1%
BSTWA
1702
Blake Schutter Theil Wealth Advisors
Ohio
$542K -$7.58K -267 -1%
WMA
1703
West Michigan Advisors
Michigan
$540K +$266K +9,371 +96%
GAA
1704
Guardian Asset Advisors
Pennsylvania
$539K -$43.6K -1,534 -7%
SAM
1705
Strive Asset Management
Ohio
$539K -$30.1K -1,061 -5%
ZBNA
1706
Zions Bancorporation, National Association
Utah
$537K -$3.68M -129,594 -87%
PWM
1707
Prentice Wealth Management
New York
$537K +$241K +8,502 +81%
AP
1708
Appleton Partners
Massachusetts
$535K +$35.3K +1,242 +7%
MWPCG
1709
Measured Wealth Private Client Group
New Hampshire
$535K -$2.33K -82 -0.4%
WP
1710
Westmount Partners
California
$535K -$2.64K -93 -0.5%
Foster Group
1711
Foster Group
Iowa
$535K +$795 +28 +0.1%
CSB
1712
City State Bank
Iowa
$534K – – –
OC
1713
Opinicus Capital
Florida
$533K +$60.1K +2,116 +13%
HFP
1714
Holistic Financial Partners
Indiana
$533K +$112K +3,930 +26%
LAM
1715
Lingohr Asset Management
Germany
$532K -$77.3K -2,722 -13%
WAG
1716
Wheelhouse Advisory Group
Missouri
$532K -$124K -4,379 -19%
Robertson Stephens Wealth Management
1717
Robertson Stephens Wealth Management
California
$532K +$71.2K +2,509 +15%
Annex Advisory Services
1718
Annex Advisory Services
Wisconsin
$531K +$49.8K +1,754 +10%
FC
1719
Farringdon Capital
United Kingdom
$531K +$533K +18,786 New
HAIM
1720
Hunter Associates Investment Management
Pennsylvania
$530K – – –
VFG
1721
Valley Financial Group
Pennsylvania
$530K +$29.9K +1,054 +6%
LGG
1722
Luts & Greenleigh Group
Maryland
$528K +$4.23K +149 +0.8%
CPBTD
1723
Central Pacific Bank - Trust Division
Hawaii
$528K -$1.33K -47 -0.3%
CCFCSB
1724
Cape Cod Five Cents Savings Bank
Massachusetts
$528K – – –
EAM
1725
Evanson Asset Management
California
$527K +$285K +10,030 +116%