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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
876
JFS Wealth Advisors
Pennsylvania
$342K +$362 +1 +0.1%
CP
877
Castleview Partners
Texas
$339K +$5.43K +15 +2%
WWC
878
Waypoint Wealth Counsel
Georgia
$338K +$1.45K +4 +0.4%
CIA
879
Choate Investment Advisors
Massachusetts
$337K +$2.17K +6 +0.6%
Federated Hermes
880
Federated Hermes
Pennsylvania
$336K +$111K +308 +49%
QL
881
Quarry LP
New York
$336K +$341K +942 New
CWG
882
Cornerstone Wealth Group
North Carolina
$335K -$5.79K -16 -2%
TPA
883
Trivium Point Advisory
Connecticut
$329K +$22.8K +63 +7%
NFW
884
Noble Family Wealth
Florida
$328K +$333K +920 New
PTB
885
Pioneer Trust Bank
Oregon
$328K
IB
886
Intrust Bank
Kansas
$327K -$70.5K -195 -18%
AO
887
Advisor OS
Illinois
$327K +$331K +916 New
LW
888
Linscomb Wealth
Texas
$325K
P
889
Pitcairn
Pennsylvania
$325K -$251K -695 -43%
TAM
890
Todd Asset Management
Kentucky
$323K -$1.81K -5 -0.5%
CCA
891
Cobblestone Capital Advisors
New York
$323K -$2.53K -7 -0.8%
FMLI
892
Fukoku Mutual Life Insurance
Japan
$321K
PA
893
PharVision Advisers
Florida
$321K +$326K +901 New
ASN
894
Advisory Services Network
Georgia
$321K +$18.8K +52 +6%
KP
895
Keel Point
Alabama
$321K +$3.62K +10 +1%
BIM
896
Baldwin Investment Management
Pennsylvania
$321K
RFO
897
RiverGlades Family Offices
Florida
$321K
WIA
898
Westbourne Investment Advisors
Maryland
$321K
FNBOH
899
First National Bank of Hutchinson
Kansas
$319K +$24.2K +67 +8%
OWP
900
ORG Wealth Partners
Texas
$319K -$53.2K -147 -14%