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Name Holding Trade Value Shares
Change
Change in
Stake
SAS
826
Stelac Advisory Services
New York
$404K +$133K +613 +44%
FRM
827
Fox Run Management
Connecticut
$404K +$439K +2,020 New
MBTD
828
Mechanics Bank - Trust Department
California
$402K – – –
GA
829
Geller Advisors
New York
$401K +$99.6K +458 +30%
IB
830
Intrust Bank
Kansas
$400K -$36.3K -167 -8%
GIM
831
Grassi Investment Management
California
$400K – – –
EGA
832
E&G Advisors
Texas
$400K +$435K +2,000 New
BCM
833
Brookstone Capital Management
Illinois
$394K +$56.1K +258 +15%
FIM
834
Freedom Investment Management
Connecticut
$393K -$147K -678 -26%
RIM
835
Regent Investment Management
Kentucky
$392K – – –
HAG
836
HighPoint Advisor Group
Illinois
$392K +$5.44K +25 +1%
FF
837
FourThought Financial
Florida
$391K -$14.8K -68 -3%
BCB
838
Brian C. Broderick
$390K -$21.7K -100 -5%
QP
839
Quilter Plc
United Kingdom
$390K +$435 +2 +0.1%
CT
840
Caldwell Trust
Florida
$390K +$41.7K +192 +11%
FLAM
841
First Light Asset Management
Minnesota
$389K – – –
BAM
842
Belpointe Asset Management
Nevada
$388K +$27.8K +128 +7%
GVAG
843
Great Valley Advisor Group
Delaware
$387K +$27K +124 +7%
NAMM
844
NorthStar Asset Management (Massachusetts)
Massachusetts
$385K -$16.5K -76 -4%
EI
845
Ellevest Inc
New York
$381K +$89.2K +410 +27%
EP
846
Edgestream Partners
New Jersey
$381K +$413K +1,901 New
DMBA
847
Deseret Mutual Benefit Administrators
Utah
$379K -$109K -502 -21%
HVIA
848
Hudson Valley Investment Advisors
New York
$379K -$9.13K -42 -2%
PWM
849
Palumbo Wealth Management
New York
$379K +$1.96K +9 +0.5%
CWM
850
Cornerstone Wealth Management
Missouri
$378K +$6.09K +28 +2%