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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
626
Avalon Investment & Advisory
Texas
$352K +$349K +4,128 New
BAS
627
Brown Advisory Securities
Maryland
$351K -$32.8K -388 -9%
YWP
628
YorkBridge Wealth Partners
New York
$351K +$84.6K +1,000 +32%
PA
629
Parallel Advisors
California
$349K +$39.6K +468 +13%
NC
630
NovaPoint Capital
Georgia
$348K -$6.77K -80 -2%
BIM
631
Baldwin Investment Management
Pennsylvania
$348K +$6.77K +80 +2%
SC
632
SouthState Corp
Florida
$346K -$5.08K -60 -1%
CCP
633
Clarkston Capital Partners
Michigan
$343K +$18.6K +220 +6%
FAT
634
First American Trust
California
$342K – – –
MIM
635
Miller Investment Management
Pennsylvania
$342K – – –
RCAG
636
Rehmann Capital Advisory Group
Michigan
$342K -$9.82K -116 -3%
PMFA
637
Plante Moran Financial Advisors
Michigan
$341K – – –
TI
638
Truehand Inc
New Hampshire
$341K – – –
WA
639
Wealth Alliance
New York
$341K +$49.8K +588 +17%
9WM
640
9258 Wealth Management
Ohio
$335K -$67.7K -800 -17%
WA
641
Wambolt & Associates
Colorado
$326K -$8.12K -96 -3%
VPI
642
Value Partners Investments
Manitoba, Canada
$324K +$322K +3,804 New
BA
643
Ballast Advisors
Minnesota
$323K – – –
PP
644
Patron Partners
Texas
$322K +$13.5K +160 +4%
CT
645
Cambridge Trust
Massachusetts
$321K -$47.4K -560 -13%
ACP
646
Aveo Capital Partners
Colorado
$320K +$101K +1,192 +47%
CM
647
Capula Management
Cayman Islands
$320K +$318K +3,756 New
PIP
648
Peachtree Investment Partners
Florida
$319K -$73.8K -872 -19%
SPC
649
Sigma Planning Corp
Michigan
$313K -$4.74K -56 -2%
CDH
650
Charles D. Hyman
$312K – – –