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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
676
Valeo Financial Advisors
Indiana
$527K +$20.7K +369 +4%
HWM
677
HB Wealth Management
Georgia
$527K +$505K +9,019 New
DI
678
Diligent Investors
California
$526K
IPW
679
Inlet Private Wealth
Florida
$520K
BBHC
680
Brown Brothers Harriman & Co
New York
$518K -$47.7K -852 -9%
MWM
681
Mission Wealth Management
California
$516K -$15.8K -282 -3%
ESB
682
Essex Savings Bank
Connecticut
$516K
CM
683
Cornerstone Management
Georgia
$512K
WTC
684
WhitTier Trust Company
Nevada
$509K
CCP
685
Corient Capital Partners
California
$507K +$22.9K +409 +5%
CA
686
CSM Advisors
Pennsylvania
$505K
NRA
687
NSI Retail Advisors
Pennsylvania
$505K
SW
688
SkyOak Wealth
Michigan
$504K +$56 +1 +0%
JIP
689
Jaffetilchin Investment Partners
Florida
$499K -$1.34K -24 -0.3%
MCM
690
MAI Capital Management
Ohio
$496K -$13K -232 -3%
BS
691
Boenning & Scattergood
Pennsylvania
$493K +$166K +2,956 +54%
CWM
692
Chesapeake Wealth Management
Virginia
$492K -$5.6K -100 -1%
TC
693
Titleist Capital
Texas
$492K +$472K +8,430 New
PA
694
Profund Advisors
Maryland
$491K -$10K -179 -2%
BOTW
695
Bank of the West
California
$490K -$2.69K -48 -0.6%
ME
696
McIlrath & Eck
Washington
$487K -$11.7K -208 -2%
CSA
697
Cottage Street Advisors
Massachusetts
$482K -$5.6K -100 -1%
KA
698
Kintegral Advisory
New York
$482K
HIA
699
Harbor Investment Advisory
Maryland
$477K -$17K -304 -4%
EHAM
700
Eagle Harbor Asset Management
Washington
$477K +$458K +8,168 New