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Name Holding Trade Value Shares
Change
Change in
Stake
Inscription Capital
1701
Inscription Capital
Texas
$398K +$19.5K +103 +3%
BCP
1702
Blackhawk Capital Partners
Wisconsin
$396K +$7.2K +38 +1%
Rockbridge Investment Management
1703
Rockbridge Investment Management
New York
$395K – – –
IGWM
1704
ICA Group Wealth Management
Colorado
$395K -$302K -1,596 -33%
DEM
1705
Disciplined Equity Management
Florida
$395K +$85.2K +450 +16%
JGP Wealth Management
1706
JGP Wealth Management
Oregon
$395K -$56.8K -300 -9%
CAGAS
1707
Capital Advisory Group Advisory Services
Minnesota
$394K +$7.01K +37 +1%
SAM
1708
Sandbar Asset Management
United Kingdom
$394K +$606K +3,201 New
Summit Financial Wealth Advisors
1709
Summit Financial Wealth Advisors
Louisiana
$394K +$375K +1,980 +163%
Acropolis Investment Management
1710
Acropolis Investment Management
Missouri
$393K -$32.8K -173 -5%
Venturi Wealth Management
1711
Venturi Wealth Management
Texas
$393K -$215K -1,137 -26%
WWMSC
1712
Wagner Wealth Management (South Carolina)
South Carolina
$392K +$7.57K +40 +1%
Pinnacle Financial Partners (Tennessee)
1713
Pinnacle Financial Partners (Tennessee)
Tennessee
$391K +$10.4K +55 +2%
Dimension Capital Management
1714
Dimension Capital Management
Florida
$391K +$104K +549 +21%
FI
1715
Financial Insights
Washington
$390K +$327K +1,728 +120%
Fayez Sarofim & Co
1716
Fayez Sarofim & Co
Texas
$389K -$579K -3,057 -49%
RAM Investment Partners
1717
RAM Investment Partners
Washington
$389K +$597K +3,154 New
Grandfield & Dodd
1718
Grandfield & Dodd
New York
$387K – – –
Apexium Financial
1719
Apexium Financial
Texas
$387K +$14.4K +76 +2%
GAA
1720
Global Assets Advisory
Florida
$387K +$11K +58 +2%
KCFA
1721
Key Client Fiduciary Advisors
New Jersey
$387K +$308K +1,626 +107%
ATIA
1722
American Trust Investment Advisors
New Hampshire
$386K – – –
Sargent Bickham Lagudis
1723
Sargent Bickham Lagudis
Colorado
$386K -$24K -127 -4%
TCOT
1724
Trust Company of Toledo
Ohio
$385K +$21.2K +112 +4%
CW
1725
CIC Wealth
Maryland
$385K +$591K +3,123 New