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Name Holding Trade Value Shares
Change
Change in
Stake
FRM
776
Fox Run Management
Connecticut
$366K +$343K +4,516 New
EWA
777
Exencial Wealth Advisors
Oklahoma
$361K +$339K +4,458 New
Cerity Partners
778
Cerity Partners
New York
$360K +$338K +4,446 New
WAM
779
Wealthspire Advisors (Maryland)
Maryland
$358K +$335K +4,412 New
SFO
780
Stokes Family Office
Louisiana
$358K +$336K +4,415 New
SWP
781
Stratos Wealth Partners
Ohio
$354K -$53.1K -699 -14%
IWP
782
Icon Wealth Partners
Texas
$353K -$122K -1,608 -27%
CSIC
783
Clifford Swan Investment Counsel
California
$353K +$7.98K +105 +2%
DC
784
Davenport & Co
Virginia
$352K -$1.67K -22 -0.5%
CQS
785
Credential Qtrade Securities
$350K -$12.8K -169 -4%
COF
786
Capital One Financial
Virginia
$348K
FA
787
FMA Advisory
Pennsylvania
$347K +$326K +4,286 New
Chevy Chase Trust
788
Chevy Chase Trust
Maryland
$346K -$10K -132 -3%
SIG
789
Sargent Investment Group
Maryland
$345K -$23K -303 -7%
FANJ
790
Financial Architects (New Jersey)
New Jersey
$345K
HCM
791
Hodges Capital Management
Texas
$345K +$324K +4,259 New
WANY
792
Wealthspire Advisors (New York)
New York
$343K -$33.4K -439 -9%
BFM
793
Boston Financial Management
Massachusetts
$340K
BAM
794
Berkshire Asset Management
Pennsylvania
$338K -$72.2K -950 -19%
MSAM
795
Moloney Securities Asset Management
Missouri
$337K +$316K +4,163 New
CH
796
Canton Hathaway
Rhode Island
$336K +$315K +4,147 New
PIA
797
Perennial Investment Advisors
California
$336K +$316K +4,154 New
CA
798
Cetera Advisors
Colorado
$335K -$10.4K -137 -3%
BOS
799
Bank of Stockton
California
$335K
GAM
800
Griffin Asset Management
New York
$331K +$1.6K +21 +0.5%