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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
H
701
HoyleCohen
California
$18.5M -$235K -1,086 -1%
RCYC
702
Richard C. Young & Co
Rhode Island
$18.5M +$508K +2,348 +3%
TTWM
703
TCV Trust & Wealth Management
Virginia
$18.3M +$166K +768 +0.9%
GI
704
Gradient Investments
Minnesota
$18.1M -$241K -1,116 -1%
FMC
705
First Merchants Corp
Indiana
$18.1M +$74K +342 +0.4%
BWFA
706
Baltimore-Washington Financial Advisors
Maryland
$18M -$542K -2,507 -3%
DT
707
Diversified Trust
Tennessee
$18M +$56K +259 +0.3%
RAM
708
Rempart Asset Management
Canada
$18M +$447K +2,065 +3%
RSS
709
Rosenblum Silverman Sutton
California
$17.9M -$79.2K -366 -0.5%
SC
710
SouthState Corp
Florida
$17.8M +$188K +868 +1%
VVP
711
Venture Visionary Partners
Ohio
$17.7M +$1.88M +8,695 +12%
TA
712
TRB Advisors
New York
$17.7M – – –
DSAM
713
Dock Street Asset Management
Florida
$17.7M +$275K +1,272 +2%
BOTW
714
Bank of the West
California
$17.7M -$448K -2,073 -3%
CIS
715
Capital International Sarl
California
$17.6M -$1.56M -7,198 -8%
KWM
716
Kingsview Wealth Management
Oregon
$17.6M -$1.09M -5,039 -6%
EHC
717
Everett Harris & Co
California
$17.6M +$24.2K +112 +0.1%
BRWA
718
B. Riley Wealth Advisors
Florida
$17.6M -$1.78M -8,242 -9%
KPWS
719
Kestra Private Wealth Services
Texas
$17.6M -$523K -2,420 -3%
MYAM
720
Meiji Yasuda Asset Management
Japan
$17.5M -$1.68M -7,786 -9%
ERIM
721
Eagle Ridge Investment Management
Connecticut
$17.4M +$80K +370 +0.5%
SSA
722
South Street Advisors
New York
$17.4M -$141K -651 -0.8%
BCV
723
Banque Cantonale Vaudoise
Switzerland
$17.4M -$1.91M -8,818 -10%
HF
724
HRT Financial
New York
$17.3M +$16.9M +78,211 New
BFA
725
Beaumont Financial Advisors
Massachusetts
$17.3M +$178K +824 +1%
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