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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
676
Haverford Trust Company
Pennsylvania
$2.61M -$48.6K -171 -2%
LMIM
677
Lockheed Martin Investment Management
Maryland
$2.6M -$9.36M -32,960 -78%
MWM
678
Mission Wealth Management
California
$2.57M -$51.4K -181 -2%
PCIA
679
Prime Capital Investment Advisors
Kansas
$2.56M -$287K -1,011 -10%
EFMC
680
Empire Financial Management Company
New York
$2.55M +$1.85M +6,508 +238%
CSP
681
Cary Street Partners
Virginia
$2.54M +$2.61M +9,204 New
SSWM
682
Smith Salley Wealth Management
North Carolina
$2.54M +$9.94K +35 +0.4%
PWA
683
Phoenix Wealth Advisors
North Carolina
$2.53M -$64.2K -226 -2%
BRWA
684
B. Riley Wealth Advisors
Florida
$2.52M +$13.9K +49 +0.5%
CK
685
Cohen Klingenstein
New York
$2.52M – – –
MMA
686
Mizuho Markets Americas
New York
$2.51M -$3.66M -12,897 -59%
BFG
687
Bleakley Financial Group
New Jersey
$2.51M +$71K +250 +3%
MFG
688
Merit Financial Group
Georgia
$2.51M +$829K +2,919 +47%
MSFS
689
Main Street Financial Solutions
Pennsylvania
$2.5M -$400K -1,410 -13%
ICP
690
Impact Capital Partners
Colorado
$2.5M +$2.57M +9,060 New
NSEDCP
691
NJ State Employees Deferred Compensation Plan
New Jersey
$2.49M – – –
PTP
692
Platform Technology Partners
New York
$2.48M -$13.9K -49 -0.5%
SW
693
SVB Wealth
Massachusetts
$2.47M +$2.54M +8,956 New
CWP
694
Concord Wealth Partners
Virginia
$2.47M +$646K +2,276 +34%
CAMV
695
Concord Asset Management (Virginia)
Virginia
$2.46M +$567K +1,998 +29%
EWA
696
Exencial Wealth Advisors
Oklahoma
$2.46M +$28.4K +100 +1%
RRA
697
Round Rock Advisors
Connecticut
$2.45M -$151K -530 -6%
SSA
698
Schonfeld Strategic Advisors
New York
$2.44M +$561K +1,975 +29%
VIPI
699
Vista Investment Partners II
Indiana
$2.44M +$2.51M +8,838 New
TW
700
TrinityPoint Wealth
Connecticut
$2.44M +$2.28M +8,046 +1,021%
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