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Name Holding Trade Value Shares
Change
Change in
Stake
PDL
1651
Portfolio Design Labs
California
$9.66M +$8.91M +63,559 New
MAWCM
1652
Mine & Arao Wealth Creation & Management
California
$9.63M +$19.6K +140 +0.2%
PPWP
1653
Premier Path Wealth Partners
New Jersey
$9.62M +$8.9M +63,496 New
WA
1654
Waverly Advisors
Alabama
$9.6M +$42.5K +303 +0.5%
WPP
1655
Whalerock Point Partners
Rhode Island
$9.56M -$21.3K -152 -0.2%
GIM
1656
Grassi Investment Management
California
$9.55M +$2.5M +17,830 +40%
RWB
1657
RMR Wealth Builders
New Jersey
$9.53M +$330K +2,353 +4%
WE
1658
Wealth Effects
Massachusetts
$9.52M +$753K +5,375 +9%
PBT
1659
Pictet Bank & Trust
Bahamas
$9.5M -$280K -2,000 -3%
FMTC
1660
Farmers & Merchants Trust Company
California
$9.5M -$109K -781 -1%
PT
1661
Plimoth Trust
Massachusetts
$9.49M -$32.5K -232 -0.4%
TCM
1662
Tufton Capital Management
Maryland
$9.49M +$354K +2,526 +4%
WAP
1663
Wealthcare Advisory Partners
Pennsylvania
$9.48M +$397K +2,833 +5%
AGC
1664
Aspen Grove Capital
Colorado
$9.47M +$8.83K +63 +0.1%
CCIA
1665
Cherry Creek Investment Advisors
Colorado
$9.46M +$86.3K +616 +1%
CPIM
1666
Coalescence Partners Investment Management
New York
$9.46M +$8.73M +62,262 New
CI
1667
CX Institutional
Indiana
$9.43M -$2.98M -21,244 -25%
ECAM
1668
East Coast Asset Management
Massachusetts
$9.43M -$49.8K -355 -0.6%
LIM
1669
Leavell Investment Management
Alabama
$9.42M +$44.3K +316 +0.5%
MBTD
1670
Mechanics Bank - Trust Department
California
$9.41M -$843K -6,015 -9%
SCI
1671
Stableford Capital II
Arizona
$9.4M -$268K -1,912 -3%
CWG
1672
Cornerstone Wealth Group
North Carolina
$9.4M +$380K +2,710 +5%
MAM
1673
Mirabaud Asset Management
United Kingdom
$9.39M +$8.66M +61,784 New
PSP
1674
Pacific Sage Partners
Washington
$9.37M -$296K -2,112 -3%
PPW
1675
Parcion Private Wealth
Washington
$9.36M +$17.8K +127 +0.2%