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Name Holding Trade Value Shares
Change
Change in
Stake
HI
926
Hendershot Investments
Virginia
$313K
VCA
927
Verdence Capital Advisors
Maryland
$312K +$2.06K +13 +0.7%
BA
928
Bridgewater Advisors
New York
$311K +$11.4K +72 +4%
PWM
929
Palumbo Wealth Management
New York
$311K +$1.74K +11 +0.6%
GCM
930
Graver Capital Management
Ohio
$311K
TWA
931
Trellis Wealth Advisors
California
$311K
TCWA
932
Turtle Creek Wealth Advisors
Texas
$311K +$39.6K +250 +14%
LGF
933
LGT Group Foundation
Liechtenstein
$310K +$317 +2 +0.1%
Group One Trading
934
Group One Trading
Illinois
$307K -$283K -1,784 -47%
PIM
935
Penobscot Investment Management
Massachusetts
$307K
GWM
936
Geneos Wealth Management
Colorado
$306K -$1.27K -8 -0.4%
Kovitz Investment Group Partners
937
Kovitz Investment Group Partners
Illinois
$306K -$148K -933 -32%
WA
938
WealthTrust Axiom
Pennsylvania
$306K
PWP
939
Principle Wealth Partners
Connecticut
$305K +$8.87K +56 +3%
BZWA
940
Blue Zone Wealth Advisors
California
$305K +$633 +4 +0.2%
SIS
941
Sound Income Strategies
Florida
$304K
RPC
942
Rossmore Private Capital
Connecticut
$304K
AAP
943
Arax Advisory Partners
Colorado
$304K -$222K -1,399 -42%
HT
944
Heritage Trust
Oklahoma
$302K -$64.5K -407 -17%
OCM
945
One Capital Management
California
$301K +$1.27K +8 +0.4%
IFU
946
iSAM Funds (UK)
United Kingdom
$301K +$307K +1,938 New
HFS
947
Hantz Financial Services
Michigan
$301K +$71.6K +452 +30%
EWA
948
EverSource Wealth Advisors
Alabama
$300K +$29.1K +184 +11%
MFC
949
Morris Financial Concepts
South Carolina
$298K +$304K +1,918 New
EIA
950
Edgemoor Investment Advisors
Maryland
$298K