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Name Holding Trade Value Shares
Change
Change in
Stake
TBA
851
Tower Bridge Advisors
Pennsylvania
$751K – – –
BCWM
852
Bartlett & Co Wealth Management
Ohio
$745K -$3.65K -13 -0.5%
CS
853
Capital Square
Tennessee
$743K +$442K +1,575 +140%
NP
854
NorthRock Partners
Minnesota
$736K -$567K -2,024 -43%
SAI
855
Savvy Advisors Inc
New York
$734K +$426K +1,519 +132%
PFA
856
Pathway Financial Advisers
Indiana
$734K +$8.97K +32 +1%
PWA
857
Physician Wealth Advisors
Utah
$734K -$12.6K -45 -2%
GWCM
858
Godshalk Welsh Capital Management
Pennsylvania
$731K – – –
GSB
859
Greenfield Savings Bank
Massachusetts
$729K +$39.8K +142 +6%
FNBT
860
FineMark National Bank & Trust
Florida
$724K -$8.13K -29 -1%
S
861
Storgate
Texas
$719K +$733K +2,614 New
DWT
862
Dorsey & Whitney Trust
South Dakota
$714K +$26.9K +96 +4%
OWA
863
Outlook Wealth Advisors
Texas
$711K +$724K +2,583 New
PWM
864
Power Wealth Management
Georgia
$710K +$44.9K +160 +7%
AU
865
AlphaGrep UK
$710K +$723K +2,579 New
OFO
866
OneAscent Family Office
Alabama
$704K +$7.85K +28 +1%
AA
867
ALPS Advisors
Colorado
$703K +$7.85K +28 +1%
PCG
868
Prosperity Consulting Group
Maryland
$703K +$105K +376 +17%
MGI
869
Miller Global Investments
Texas
$701K +$714K +2,548 New
DO
870
denkapparat Operations
Germany
$701K – – –
RA
871
Range Advisory
Virginia
$693K +$706K +2,517 New
CI
872
Cigna Investments
Connecticut
$690K -$22.7K -81 -3%
BIM
873
Baldwin Investment Management
Pennsylvania
$688K -$1.12K -4 -0.2%
CUAMC
874
China Universal Asset Management Company
China
$688K +$701K +2,500 New
VWA
875
Visionary Wealth Advisors
Illinois
$687K -$47.4K -169 -6%