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Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
526
Jackson Hole Capital Partners
Oklahoma
$565K +$549K +6,145 New
OWA
527
One Wealth Advisors
California
$564K -$115K -1,284 -17%
BFO
528
Biltmore Family Office
North Carolina
$559K -$100K -1,120 -16%
MHIM
529
MacNealy Hoover Investment Management
Ohio
$555K -$14.3K -160 -3%
ET
530
Equitable Trust
Tennessee
$553K – – –
MLIC
531
Mandatum Life Insurance Company
Finland
$552K – – –
PFA
532
Pathway Financial Advisors
Vermont
$552K – – –
SWRP
533
Summit Wealth & Retirement Planning
California
$550K +$535K +5,987 New
UB
534
UMB Bank
Missouri
$546K -$22.3K -250 -4%
PHAM
535
Palisades Hudson Asset Management
Florida
$546K – – –
LNWWM
536
Laird Norton Wetherby Wealth Management
California
$546K +$14.8K +165 +3%
AIM
537
Axiom Investment Management
New York
$546K +$531K +5,942 New
NA
538
NewEdge Advisors
Louisiana
$545K +$36.7K +410 +7%
LBC
539
Lowe Brockenbrough & Co
Virginia
$544K -$20.1K -225 -4%
PCM
540
Parsons Capital Management
Rhode Island
$540K -$268 -3 -0.1%
MLL
541
Moody Lynn & Lieberson
Massachusetts
$537K – – –
WIC
542
Woodmont Investment Counsel
Tennessee
$536K +$44.7K +500 +9%
TCM
543
Tradition Capital Management
New Jersey
$534K -$16.5K -185 -3%
MC
544
Menta Capital
California
$532K -$188K -2,100 -27%
WJA
545
Williams Jones & Associates
New York
$529K +$2.68K +30 +0.5%
VF
546
Virtu Financial
New York
$526K +$252K +2,822 +97%
NB
547
Nicolet Bankshares
Wisconsin
$523K -$894 -10 -0.2%
BFA
548
Bragg Financial Advisors
North Carolina
$523K – – –
CCMD
549
Cypress Capital Management (Delaware)
Delaware
$520K – – –
IA
550
IFP Advisors
Florida
$518K -$360K -4,023 -42%
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