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Name Holding Trade Value Shares
Change
Change in
Stake
Bellevue Group
376
Bellevue Group
Switzerland
$13M -$999K -4,350 -7%
SW
377
SVB Wealth
Massachusetts
$12.9M +$183K +796 +2%
Congress Asset Management
378
Congress Asset Management
Massachusetts
$12.9M +$815K +3,545 +7%
AE Wealth Management
379
AE Wealth Management
Kansas
$12.8M +$968K +4,214 +9%
Pacer Advisors
380
Pacer Advisors
Pennsylvania
$12.8M -$1.64M -7,150 -12%
Washington Trust
381
Washington Trust
Rhode Island
$12.7M +$670K +2,917 +6%
Susquehanna Fundamental Investments
382
Susquehanna Fundamental Investments
Pennsylvania
$12.6M +$12M +52,302 New
Synovus Financial
383
Synovus Financial
Georgia
$12.5M +$131K +571 +1%
BFS
384
Bard Financial Services
Connecticut
$12.5M +$190K +825 +2%
Central Trust Company
385
Central Trust Company
Missouri
$12.5M +$84.1K +366 +0.7%
Cullen/Frost Bankers
386
Cullen/Frost Bankers
Texas
$12M +$339K +1,475 +3%
Kovitz Investment Group Partners
387
Kovitz Investment Group Partners
Illinois
$11.9M +$236K +1,029 +2%
FineMark National Bank & Trust
388
FineMark National Bank & Trust
Florida
$11.7M +$2.67M +11,614 +32%
PP
389
Palladium Partners
Virginia
$11.7M -$416K -1,812 -4%
FVWA
390
Foster Victor Wealth Advisors
South Carolina
$11.6M +$1.37M +5,962 +15%
GP
391
Girard Partners
Pennsylvania
$11.6M +$835K +3,633 +8%
F.L. Putnam Investment Management
392
F.L. Putnam Investment Management
Massachusetts
$11.6M -$202K -878 -2%
SRC
393
Shufro Rose & Co
New York
$11.5M -$334K -1,452 -3%
JC
394
Jacobs & Co
California
$11.5M +$44.1K +192 +0.4%
JWM
395
JGP Wealth Management
Oregon
$11.5M +$817K +3,555 +8%
Burney Company
396
Burney Company
Virginia
$11.5M -$99.7K -434 -0.9%
BAM
397
Bell Asset Management
Australia
$11.4M -$54.7K -238 -0.5%
YIA
398
YHB Investment Advisors
Connecticut
$11.4M -$341K -1,485 -3%
DBT
399
Dubuque Bank & Trust
Iowa
$11.4M -$178K -776 -2%
Brookfield Corp
400
Brookfield Corp
Ontario, Canada
$11.3M +$9.12M +39,703 +558%