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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1451
Sit Investment Associates
Minnesota
$280K
BAM
1452
Blueshift Asset Management
New Jersey
$280K +$307K +1,718 New
FFG
1453
Fiduciary Financial Group
California
$277K +$304K +1,698 New
Dodge & Cox
1454
Dodge & Cox
California
$277K
QC
1455
Quent Capital
New York
$276K -$6.26K -35 -2%
EA
1456
Everpar Advisors
Oklahoma
$276K +$50.1K +280 +20%
BO
1457
Bank OZK
Arkansas
$275K -$39.2K -219 -11%
SWM
1458
Stockman Wealth Management
Montana
$275K -$17.9K -100 -6%
FA
1459
FDx Advisors
Illinois
$274K +$43.1K +241 +17%
BFA
1460
Beaumont Financial Advisors
Massachusetts
$273K +$9.84K +55 +3%
BWS
1461
Broadway Wealth Solutions
Texas
$273K +$299K +1,673 New
MMA
1462
Miracle Mile Advisors
California
$272K +$299K +1,670 New
IPW
1463
Inlet Private Wealth
Florida
$272K
WE
1464
Wealth Effects
Massachusetts
$272K -$9.48K -53 -3%
VA
1465
Valmark Advisers
Ohio
$271K +$1.43K +8 +0.5%
EWA
1466
EverSource Wealth Advisors
Alabama
$271K -$32.2K -180 -10%
WWM
1467
Whalen Wealth Management
Nevada
$271K +$297K +1,661 New
EWM
1468
Empirical Wealth Management
Washington
$270K +$1.97K +11 +0.7%
SC
1469
Sapient Capital
Indiana
$270K -$572K -3,201 -66%
FAFN
1470
First Affirmative Financial Network
Colorado
$269K -$18.1K -101 -6%
MWM
1471
Meridian Wealth Management
Kentucky
$268K +$28.4K +159 +11%
BFO
1472
Biltmore Family Office
North Carolina
$268K -$22.5K -126 -7%
MAA
1473
Mraz Amerine & Associates
California
$268K -$20.4K -114 -6%
FCB
1474
First County Bank
Connecticut
$267K +$1.79K +10 +0.6%
JWCA
1475
J.W. Cole Advisors
Florida
$266K +$4.11K +23 +1%