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Name Holding Trade Value Shares
Change
Change in
Stake
JIM
751
Jensen Investment Management
Oregon
$1.05M +$94.1K +760 +9%
PIM
752
Penobscot Investment Management
Massachusetts
$1.05M +$661K +5,340 +153%
MOS
753
MGO One Seven
Ohio
$1.03M -$233K -1,882 -14%
SFA
754
Sequoia Financial Advisors
Ohio
$1.03M -$48.8K -394 -4%
AW
755
Alaethes Wealth
Nevada
$1.03M +$1.08M +8,730 New
RPSA
756
Richard P. Slaughter Associates
Texas
$1.02M -$473K -3,821 -31%
1WA
757
180 Wealth Advisors
Washington
$1.02M +$305K +2,465 +37%
EWA
758
Exencial Wealth Advisors
Oklahoma
$1.01M +$297K +2,394 +39%
SFO
759
Stokes Family Office
Louisiana
$1.01M +$338K +2,730 +46%
FCM
760
Fairbanks Capital Management
California
$998K +$3.1K +25 +0.3%
FSC
761
Full Sail Capital
Oklahoma
$989K +$18.1K +146 +2%
MIM
762
Martin Investment Management
Florida
$988K -$26K -210 -2%
NC
763
NinePointTwo Capital
California
$976K – – –
PP
764
Prudential plc
United Kingdom
$976K – – –
HCM
765
Hodges Capital Management
Texas
$975K -$158K -1,275 -13%
MGWM
766
Marks Group Wealth Management
Minnesota
$972K -$70.6K -570 -6%
BG
767
Bahl & Gaynor
Ohio
$971K -$12.4K -100 -1%
BCM
768
Birch Capital Management
Texas
$970K – – –
HNB
769
Huntington National Bank
Ohio
$956K -$30.2K -244 -3%
WANY
770
Wealthspire Advisors (New York)
New York
$953K +$442K +3,570 +80%
GAG
771
GM Advisory Group
New York
$947K – – –
ACG
772
Allen Capital Group
Nebraska
$943K -$21.7K -175 -2%
HCM
773
Hilton Capital Management
New York
$937K +$981K +7,923 New
TW
774
TrinityPoint Wealth
Connecticut
$931K +$114K +920 +13%
HCA
775
Harbour Capital Advisors
Virginia
$928K +$972K +7,845 New