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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
351
CFM Wealth Partners
Texas
$380K -$60.6K -1,261 -14%
SBH
352
Segall Bryant & Hamill
Illinois
$380K -$30K -625 -7%
WSCM
353
Wellington Shields Capital Management
New York
$379K
AWM
354
AE Wealth Management
Kansas
$377K +$26.4K +549 +7%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$376K +$29.8K +620 +8%
CW
356
CreativeOne Wealth
Kansas
$373K +$2.21K +46 +0.6%
CA
357
Claro Advisors
Massachusetts
$362K
WA
358
WBH Advisory
Maryland
$362K +$144 +3 +0%
VFA
359
Virtus Fund Advisers
Connecticut
$361K +$2.67M +55,682 New
FT
360
Fiduciary Trust
Massachusetts
$359K -$192K -4,000 -35%
OAM
361
Oppenheimer Asset Management
New York
$359K -$68.8K -1,433 -16%
WT
362
Whittier Trust
California
$358K +$96.1K +2,000 +36%
FA
363
FDx Advisors
Illinois
$352K -$188K -3,920 -34%
SWM
364
Shakespeare Wealth Management
Wisconsin
$348K
MA
365
Montag & Associates
Georgia
$347K +$219K +4,550 +164%
BTI
366
Blue Trust Inc
Georgia
$343K +$54.8K +1,141 +19%
YCM
367
Yousif Capital Management
Michigan
$339K -$275K -5,717 -44%
KWM
368
Kingsview Wealth Management
Oregon
$338K +$144 +3 +0%
GHA
369
GW Henssler & Associates
Georgia
$333K +$4.23K +88 +1%
KFP
370
KMG Fiduciary Partners
Ohio
$332K -$3.55K -74 -1%
ACM
371
Alta Capital Management
Utah
$324K -$28.2K -588 -8%
GT
372
Glenview Trust
Kentucky
$320K -$68.8K -1,432 -17%
PCM
373
Parsons Capital Management
Rhode Island
$317K -$4.32K -90 -1%
RMDI
374
R.M. Davis Inc
Maine
$317K
FMWA
375
Forvis Mazars Wealth Advisors
Missouri
$316K -$720 -15 -0.2%