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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$283K +$266K +3,439 +2,645%
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$282K -$2.51M -32,535 -90%
DWT
353
Dorsey & Whitney Trust
South Dakota
$278K +$22.5K +291 +9%
OWA
354
Opal Wealth Advisors
New York
$274K +$2.09K +27 +0.8%
AMG
355
Advisors Management Group
Wisconsin
$271K -$7.88K -102 -3%
SSA
356
Schonfeld Strategic Advisors
New York
$262K +$254K +3,283 New
WS
357
Wedbush Securities
California
$261K -$23.9K -309 -9%
DP
358
Dearborn Partners
Illinois
$255K -$1K -13 -0.4%
S
359
SimplyRich
California
$255K – – –
GRP
360
Global Retirement Partners
California
$255K +$269K +3,485 New
VFA
361
Valeo Financial Advisors
Indiana
$254K -$33.6K -435 -12%
CSIC
362
Clifford Swan Investment Counsel
California
$254K -$17.7K -229 -7%
KBG
363
Kahn Brothers Group
New York
$254K +$245K +3,175 New
CCA
364
Checchi Capital Advisers
California
$253K -$11.9K -154 -5%
LSA
365
Lion Street Advisors
Texas
$253K – – –
JE
366
JMAC Enterprises
Pennsylvania
$251K – – –
VC
367
Veracity Capital
Georgia
$243K -$7.73K -100 -3%
AWS
368
Atria Wealth Solutions
New York
$243K +$235K +3,042 New
BBW
369
Blue Barn Wealth
Utah
$242K -$42.5K -550 -15%
MG
370
Mather Group
Illinois
$241K -$8.81K -114 -4%
Lido Advisors
371
Lido Advisors
California
$238K +$696 +9 +0.3%
TC
372
Titleist Capital
Texas
$236K -$28.8K -373 -11%
MFW
373
Meristem Family Wealth
Minnesota
$235K -$1.16K -15 -0.5%
FB
374
Fulton Bank
Pennsylvania
$234K -$13K -168 -5%
MS
375
Madden Securities
Texas
$234K +$228K +2,950 New