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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
626
Waldron Private Wealth
Pennsylvania
$229K +$380 +2 +0.2%
SC
627
Steph & Co
Wisconsin
$226K +$2.47K +13 +1%
JCM
628
Jacobi Capital Management
Pennsylvania
$226K +$101K +533 +94%
RCM
629
Raleigh Capital Management
North Carolina
$226K +$210K +1,104 New
PCG
630
Private Capital Group
Connecticut
$225K -$2.85K -15 -1%
RTC
631
Riverview Trust Company
Washington
$224K – – –
QI
632
Qtron Investments
Massachusetts
$223K -$32.9K -173 -14%
HCMT
633
Highland Capital Management (Tennessee)
Tennessee
$223K +$207K +1,088 New
FWM
634
Fairhaven Wealth Management
Illinois
$222K +$206K +1,083 New
BBNA
635
Bremer Bank National Association
Minnesota
$222K +$206K +1,086 New
GL
636
Graypoint LLC
New York
$216K -$54.6K -287 -21%
WCM Investment Management
637
WCM Investment Management
California
$214K -$36.7K -193 -16%
BAM
638
Belpointe Asset Management
Nevada
$212K -$153K -807 -44%
DILIC
639
Dai-ichi Life Insurance Company
Japan
$212K -$100K -528 -34%
EWM
640
Empirical Wealth Management
Washington
$211K +$196K +1,031 New
PWM
641
Perigon Wealth Management
California
$211K +$196K +1,033 New
SEM
642
Suncoast Equity Management
Florida
$210K +$195K +1,025 New
GWM
643
Greenwich Wealth Management
Connecticut
$209K +$194K +1,023 New
CI
644
Conning Inc
Connecticut
$208K +$193K +1,014 New
OAM
645
Oak Asset Management
California
$206K +$191K +1,005 New
AIM
646
Arcadia Investment Management
Michigan
$205K – – –
TSW
647
Thompson Siegel & Walmsley
Virginia
$205K – – –
PWPS
648
Pinnacle Wealth Planning Services
Ohio
$204K +$189K +995 New
CG
649
Caprock Group
Idaho
$203K +$188K +991 New
KeyBank National Association
650
KeyBank National Association
Ohio
$202K +$188K +987 New