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Name Holding Trade Value Shares
Change
Change in
Stake
GC
451
Grimes & Company
Massachusetts
$232K +$511 +1 +0.2%
W
452
Wealthquest
Ohio
$232K +$255K +500 New
CAM
453
Claret Asset Management
Quebec, Canada
$228K -$511 -1 -0.2%
PWM
454
Paulson Wealth Management
Illinois
$225K – – –
VT
455
Vise Technologies
New York
$225K +$10.2K +20 +4%
HWM
456
HB Wealth Management
Georgia
$223K -$108K -212 -31%
PI
457
Pettee Investors
Connecticut
$220K +$243K +475 New
WBC
458
Westpac Banking Corp
Australia
$214K +$19.4K +38 +9%
EH
459
Equitable Holdings
New York
$213K -$837K -1,640 -78%
SFS
460
Sowell Financial Services
Arkansas
$213K -$8.17K -16 -3%
MRI
461
Mad River Investors
Massachusetts
$211K -$179K -350 -43%
AIM
462
Anchor Investment Management
South Carolina
$209K – – –
BHIA
463
Birch Hill Investment Advisors
Massachusetts
$208K – – –
AWM
464
Apollon Wealth Management
South Carolina
$208K +$4.59K +9 +2%
GPW
465
Genesis Private Wealth
Virginia
$207K +$30.1K +59 +15%
MSRI
466
Michael S. Ryan Inc
New York
$205K -$9.7K -19 -4%
UF
467
Univest Financial
Pennsylvania
$202K – – –
FFA
468
Farther Finance Advisors
California
$190K -$467K -915 -69%
SAM
469
Smartleaf Asset Management
Massachusetts
$183K – – –
AssetMark Inc
470
AssetMark Inc
California
$177K +$37.8K +74 +24%
CG
471
Curat Global
New Hampshire
$176K – – –
CPBTD
472
Central Pacific Bank - Trust Division
Hawaii
$175K +$24.5K +48 +15%
SWM
473
Spire Wealth Management
Virginia
$168K -$33.2K -65 -15%
ECSS
474
Eurizon Capital SGR SpA
$151K -$107K -210 -39%
UB
475
UMB Bank
Missouri
$150K +$8.68K +17 +6%