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Name Holding Trade Value Shares
Change
Change in
Stake
Fulton Bank
601
Fulton Bank
Pennsylvania
$529K +$34.4K +206 +7%
PWG
602
Portside Wealth Group
Utah
$525K +$69.3K +415 +16%
Whittier Trust
603
Whittier Trust
California
$512K -$3.5K -21 -0.7%
CIA
604
Compass Ion Advisors
Pennsylvania
$503K +$489K +2,932 New
Caprock Group
605
Caprock Group
Idaho
$502K +$488K +2,922 New
NewEdge Advisors
606
NewEdge Advisors
Louisiana
$500K +$97.8K +586 +25%
SFI
607
Siemens Fonds Invest
Germany
$500K +$66.3K +397 +16%
Williams Jones Wealth Management
608
Williams Jones Wealth Management
New York
$496K +$334 +2 +0.1%
LWMM
609
Legacy Wealth Management (Mississippi)
Mississippi
$490K – – –
OBWP
610
O'Brien Wealth Partners
Massachusetts
$486K -$8.68K -52 -2%
Profund Advisors
611
Profund Advisors
Maryland
$484K -$154K -923 -25%
Savant Capital
612
Savant Capital
Illinois
$482K +$13.5K +81 +3%
AFWM
613
AMJ Financial Wealth Management
Virginia
$479K -$73.3K -439 -14%
GCP
614
GSA Capital Partners
United Kingdom
$478K -$375K -2,247 -45%
SCA
615
Snowden Capital Advisors
New York
$476K -$7.75M -46,453 -94%
NIMI
616
Natixis Investment Managers International
France
$471K – – –
Anchor Capital Advisors
617
Anchor Capital Advisors
Massachusetts
$469K – – –
Level Four Advisory Services
618
Level Four Advisory Services
Texas
$466K +$6.34K +38 +2%
IAG
619
Investment Advisory Group
Massachusetts
$466K +$668 +4 +0.1%
SC
620
Syon Capital
California
$456K +$21.7K +130 +5%
FFA
621
Florida Financial Advisors
Florida
$456K +$20.7K +124 +5%
First Horizon Advisors
622
First Horizon Advisors
Tennessee
$455K +$1.67K +10 +0.4%
OTL
623
Oak Thistle LLC
New York
$452K +$440K +2,635 New
LA
624
LexAurum Advisors
Kansas
$449K – – –
First Manhattan
625
First Manhattan
New York
$445K -$20K -120 -4%