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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1701
Trellis Advisors
Washington
$399K -$517K -2,731 -46%
IC
1702
Inscription Capital
Texas
$398K +$19.5K +103 +3%
BCP
1703
Blackhawk Capital Partners
Wisconsin
$396K +$7.2K +38 +1%
RIM
1704
Rockbridge Investment Management
New York
$395K
IGWM
1705
ICA Group Wealth Management
Colorado
$395K -$302K -1,596 -33%
DEM
1706
Disciplined Equity Management
Florida
$395K +$85.2K +450 +16%
JWM
1707
JGP Wealth Management
Oregon
$395K -$56.8K -300 -9%
CAGAS
1708
Capital Advisory Group Advisory Services
Minnesota
$394K +$7.01K +37 +1%
SAM
1709
Sandbar Asset Management
United Kingdom
$394K +$606K +3,201 New
SFWA
1710
Summit Financial Wealth Advisors
Louisiana
$394K +$375K +1,980 +163%
AIM
1711
Acropolis Investment Management
Missouri
$393K -$32.8K -173 -5%
VWM
1712
Venturi Wealth Management
Texas
$393K -$215K -1,137 -26%
WWMSC
1713
Wagner Wealth Management (South Carolina)
South Carolina
$392K +$7.57K +40 +1%
PFPT
1714
Pinnacle Financial Partners (Tennessee)
Tennessee
$391K +$10.4K +55 +2%
DCM
1715
Dimension Capital Management
Florida
$391K +$104K +549 +21%
FI
1716
Financial Insights
Washington
$390K +$327K +1,728 +120%
Fayez Sarofim & Co
1717
Fayez Sarofim & Co
Texas
$389K -$579K -3,057 -49%
RIP
1718
RAM Investment Partners
Washington
$389K +$597K +3,154 New
GD
1719
Grandfield & Dodd
New York
$387K
AF
1720
Apexium Financial
Texas
$387K +$14.4K +76 +2%
GAA
1721
Global Assets Advisory
Florida
$387K +$11K +58 +2%
KCFA
1722
Key Client Fiduciary Advisors
New Jersey
$387K +$308K +1,626 +107%
ATIA
1723
American Trust Investment Advisors
New Hampshire
$386K
SBL
1724
Sargent Bickham Lagudis
Colorado
$386K -$24K -127 -4%
TCOT
1725
Trust Company of Toledo
Ohio
$385K +$21.2K +112 +4%