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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
851
Townsend Asset Management
North Carolina
$229K -$2.44K -1 -1%
EF
852
Empowered Funds
Pennsylvania
$229K +$227K +93 New
WJWM
853
Williams Jones Wealth Management
New York
$224K +$9.76K +4 +5%
SAM
854
Sompo Asset Management
Japan
$221K
JEST
855
JTC Employer Solutions Trustee
Jersey
$219K
WPP
856
Whalerock Point Partners
Rhode Island
$219K
LWM
857
Laidlaw Wealth Management
New York
$219K +$7.32K +3 +3%
DCM
858
Donaldson Capital Management
Indiana
$216K
GT
859
Glenview Trust
Kentucky
$216K +$215K +88 New
CA
860
Crewe Advisors
Utah
$214K -$34.1K -14 -14%
GI
861
Gradient Investments
Minnesota
$214K
IWA
862
IVC Wealth Advisors
Pennsylvania
$214K
JGC
863
J. Goldman & Co
New York
$214K +$212K +87 New
MFS
864
Mirabella Financial Services
United Kingdom
$214K +$212K +87 New
IAA
865
Independent Advisor Alliance
North Carolina
$214K +$212K +87 New
AC
866
Allstate Corporation
Illinois
$211K -$1.6M -654 -88%
OWA
867
One Wealth Advisors
California
$211K +$14.6K +6 +8%
BC
868
Brookfield Corp
Ontario, Canada
$209K -$3.67M -1,506 -95%
PWPS
869
Pinnacle Wealth Planning Services
Ohio
$209K
CIA
870
Capital Investment Advisors
Georgia
$206K -$19.5K -8 -9%
I2I
871
Insight 2811 Inc
Illinois
$206K
SG
872
StoneX Group
New York
$206K +$205K +84 New
RMDI
873
R.M. Davis Inc
Maine
$204K -$7.32K -3 -3%
EWM
874
Endurance Wealth Management
Rhode Island
$203K -$4.88K -2 -2%
PPC
875
Park Place Capital
Alabama
$202K -$29.3K -12 -13%