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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
951
WJ Financial Advisors
Connecticut
$289K -$1.22K -13 -0.3%
PTC
952
Philadelphia Trust Company
Pennsylvania
$288K -$31.4K -334 -8%
WAM
953
Westport Asset Management
Connecticut
$287K +$188K +2,000 +100%
AWM
954
Axxcess Wealth Management
California
$287K +$377K +4,000 New
FNBOO
955
First National Bank of Omaha
Nebraska
$284K +$51.9K +551 +17%
ECM
956
Evergreen Capital Management
Washington
$284K -$215K -2,285 -37%
CI
957
Cigna Investments
Connecticut
$284K -$20.3K -216 -5%
AIP
958
Ameritas Investment Partners
Nebraska
$282K +$13.4K +142 +4%
Vanguard National Trust
959
Vanguard National Trust
Pennsylvania
$282K +$178K +1,894 +93%
TP
960
TritonPoint Partners
Maryland
$280K +$367K +3,899 New
GWM
961
Geneos Wealth Management
Colorado
$280K +$11.7K +124 +3%
TFA
962
Tranquilli Financial Advisor
New Jersey
$280K +$129K +1,374 +55%
4A
963
4Wealth Advisors
Illinois
$279K +$358K +3,808 New
PBC
964
Pavion Blue Capital
California
$278K – – –
PI
965
PFG Investments
New York
$277K +$363K +3,856 New
SWP
966
Sagespring Wealth Partners
Tennessee
$277K -$294K -3,123 -45%
IRP
967
Investment Research Partners
Pennsylvania
$276K +$109K +1,157 +43%
TW
968
TritonPoint Wealth
Maryland
$276K -$339K -3,604 -48%
SG
969
StoneX Group
New York
$275K -$173K -1,840 -33%
1SB
970
1ST Source Bank
Indiana
$275K -$293K -3,111 -45%
ECM
971
Everence Capital Management
Indiana
$275K +$360K +3,822 New
PCS
972
Personal CFO Solutions
New Jersey
$274K -$577K -6,133 -62%
RCG
973
Ridge Creek Global
Ohio
$274K – – –
MIM
974
MTM Investment Management
South Carolina
$273K -$3.77K -40 -1%
BFPW
975
BOK Financial Private Wealth
Colorado
$273K -$16.3K -173 -4%