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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
826
Prio Wealth Limited Partnership
Massachusetts
$383K +$8.24K +37 +2%
HPC
827
HM Payson & Co
Maine
$381K -$41.9K -188 -9%
KFA
828
Krane Funds Advisors
New York
$381K +$8.24K +37 +2%
VI
829
Versor Investments
New York
$378K +$401K +1,800 New
CAM
830
Cresset Asset Management
Illinois
$376K +$14.7K +66 +4%
FANJ
831
Financial Architects (New Jersey)
New Jersey
$373K -$28.7K -129 -7%
BHWM
832
Bar Harbor Wealth Management
New Hampshire
$368K – – –
BWP
833
Bernardo Wealth Planning
Pennsylvania
$367K +$3.12K +14 +0.8%
AF
834
Advisornet Financial
Minnesota
$366K +$22.9K +103 +6%
BUB
835
BBVA USA Bancshares
Texas
$365K -$7.57K -34 -2%
AP
836
Advisors Preferred
Maryland
$365K +$140K +629 +57%
IC
837
Intersect Capital
California
$364K +$24.5K +110 +7%
MIM
838
Moseley Investment Management
Florida
$362K +$445 +2 +0.1%
VDI
839
Vaughan David Investments
Illinois
$361K – – –
BAM
840
Belpointe Asset Management
Nevada
$361K +$25.8K +116 +7%
BCCM
841
Bridge Creek Capital Management
Massachusetts
$359K -$17.8K -80 -4%
CCT
842
Country Club Trust
Missouri
$357K – – –
OFS
843
Oldfather Financial Services
Nebraska
$357K +$891 +4 +0.2%
CFG
844
Capstone Financial Group
Oklahoma
$357K +$3.79K +17 +1%
AA
845
Apriem Advisors
California
$357K +$45.7K +205 +14%
SC
846
Savant Capital
Illinois
$356K -$10.9K -49 -3%
CPA
847
Court Place Advisors
Maryland
$354K – – –
AG
848
AlphaSimPlex Group
Massachusetts
$350K +$371K +1,667 New
ISL
849
Ingalls & Snyder LLC
New York
$347K +$3.34K +15 +0.9%
LC
850
Lavaca Capital
Texas
$344K +$365K +1,638 New