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Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1001
Hennion & Walsh Asset Management
New Jersey
$462K -$500K -1,422 -52%
SLA
1002
Silver Lake Advisory
Utah
$461K -$67.5K -192 -13%
CTA
1003
Chesley Taft & Associates
Illinois
$460K
SAM
1004
Silvercrest Asset Management
New York
$459K
WPP
1005
Whalerock Point Partners
Rhode Island
$459K
CT
1006
Coastline Trust
Rhode Island
$457K -$86.4K -246 -16%
DIA
1007
Dean Investment Associates
Ohio
$456K -$11.6K -33 -2%
FNT
1008
First Nebraska Trust
Nebraska
$456K
MHIC
1009
Marble Harbor Investment Counsel
Massachusetts
$453K
LWL
1010
Leo Wealth LLC
Texas
$448K +$45K +128 +11%
FFN
1011
Focus Financial Network
Minnesota
$447K -$23.9K -68 -5%
FCI
1012
Financial Counselors Inc
Kansas
$447K -$742K -2,112 -62%
PGAM
1013
Princeton Global Asset Management
New Jersey
$446K +$31.6K +90 +8%
HIP
1014
HUB Investment Partners
Texas
$445K -$112K -320 -20%
VCM
1015
Vivaldi Capital Management
Illinois
$443K +$39.3K +112 +10%
MIF
1016
Mediolanum International Funds
Ireland
$441K +$446K +1,269 New
GF
1017
Gabelli Funds
New York
$441K
AWM
1018
Atticus Wealth Management
Florida
$440K
SC
1019
SouthState Corp
Florida
$439K +$351K +1,000 +385%
PWG
1020
Portside Wealth Group
Utah
$439K +$442K +1,259 New
CPA
1021
Court Place Advisors
Maryland
$437K
VCP
1022
Vista Capital Partners
Oregon
$433K +$436K +1,242 New
LSAG
1023
Lake Street Advisors Group
New Hampshire
$433K -$6.32K -18 -1%
FCP
1024
Fidelis Capital Partners
Florida
$432K +$32.7K +93 +8%
KFA
1025
Kapstone Financial Advisors
Ohio
$432K