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Name Holding Trade Value Shares
Change
Change in
Stake
BW
501
BXM Wealth
Colorado
$294K +$12.4K +150 +4%
KA
502
Klingman & Associates
New York
$294K +$31.2K +376 +12%
Bessemer Group
503
Bessemer Group
New Jersey
$293K -$17.2K -207 -6%
XWL
504
XXI Wealth LLC
Illinois
$290K +$9.63K +116 +3%
UPS
505
UHLMANN PRICE SECURITIES
Illinois
$290K
AWCI
506
Alpine Woods Capital Investors
New York
$290K -$829K -9,993 -74%
JTWM
507
Jackson Thornton Wealth Management
Alabama
$287K +$40.8K +491 +17%
ASCM
508
Adkins Seale Capital Management
Louisiana
$286K
CCM
509
Cohen Capital Management
California
$285K
LSWM
510
Lorne Steinberg Wealth Management
Canada
$278K +$277K +3,339 New
CTC
511
Central Trust Company
Missouri
$278K +$2.08K +25 +0.8%
FG
512
Foster Group
Iowa
$277K +$275K +3,319 New
SW
513
Simplicity Wealth
New Jersey
$276K +$275K +3,316 New
IIA
514
Integral Investment Advisors
California
$275K -$14.5K -175 -5%
AC
515
AlphaCore Capital
California
$272K +$271K +3,261 New
MA
516
MW Advisory
Georgia
$271K +$270K +3,258 New
HKAM
517
Horizon Kinetics Asset Management
New York
$269K
CA
518
Clearstead Advisors
Ohio
$267K +$266K +3,207 New
KMWM
519
Keudell/Morrison Wealth Management
Oregon
$267K
DT
520
Diversified Trust
Tennessee
$265K +$264K +3,182 New
MFA
521
Mayflower Financial Advisors
Massachusetts
$263K +$262K +3,158 New
QWP
522
Quotient Wealth Partners
Texas
$263K +$262K +3,158 New
KOCAA
523
Knights of Columbus Asset Advisors
Connecticut
$261K -$139K -1,673 -35%
AG
524
AlTi Global
New York
$261K -$53.8K -648 -17%
DWP
525
Daymark Wealth Partners
Ohio
$261K +$260K +3,133 New