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Name Holding Trade Value Shares
Change
Change in
Stake
PWW
801
Pettyjohn Wood & White
Virginia
$784K – – –
BSA
802
Bull Street Advisors
Georgia
$783K – – –
Raiffeisen Bank International
803
Raiffeisen Bank International
Austria
$783K +$829K +7,603 New
EI
804
Ellevest Inc
New York
$782K +$163K +1,498 +25%
Eventide Asset Management
805
Eventide Asset Management
Massachusetts
$777K +$823K +7,548 New
Haverford Trust Company
806
Haverford Trust Company
Pennsylvania
$777K -$11.9K -109 -1%
OWP
807
ORG Wealth Partners
Texas
$777K -$22.2K -204 -3%
ECP
808
Epacria Capital Partners
Colorado
$776K – – –
Nicholas Hoffman & Company
809
Nicholas Hoffman & Company
Georgia
$776K -$40K -367 -5%
SHGA
810
Sand Hill Global Advisors
California
$771K +$2.62K +24 +0.3%
IIM
811
Ipswich Investment Management
Massachusetts
$766K – – –
GM
812
GeoWealth Management
Illinois
$764K +$196K +1,793 +32%
MSA
813
MUFG Securities Americas
New York
$763K +$805K +7,380 New
MSFS
814
Main Street Financial Solutions
Pennsylvania
$761K -$524K -4,808 -40%
SBIA
815
Sheaff Brock Investment Advisors
Indiana
$760K – – –
MP
816
Mangrove Partners
Connecticut
$759K +$800K +7,335 New
Federated Hermes
817
Federated Hermes
Pennsylvania
$757K -$97.6K -895 -11%
QI
818
Qtron Investments
Massachusetts
$757K – – –
IAS
819
Insigneo Advisory Services
Florida
$753K +$34.6K +317 +5%
MC
820
Moors & Cabot
Massachusetts
$752K +$8.72K +80 +1%
FWM
821
ForthRight Wealth Management
Georgia
$751K -$50.1K -459 -6%
CBT
822
Crews Bank & Trust
Florida
$745K +$786K +7,204 New
CWA Asset Management Group
823
CWA Asset Management Group
Florida
$743K -$7.52K -69 -1%
P
824
Pitcairn
Pennsylvania
$737K +$981 +9 +0.1%
BCA
825
Bay Colony Advisors
Massachusetts
$737K +$105K +966 +16%