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Name Holding Trade Value Shares
Change
Change in
Stake
FLII
1151
First Long Island Investors
New York
$212K +$216K +1,249 New
SC
1152
SouthState Corp
Florida
$212K +$206K +1,193 +2,339%
AA
1153
Alesco Advisors
New York
$211K – – –
CAM
1154
Cidel Asset Management
Ontario, Canada
$208K +$212K +1,225 New
CWM
1155
Chesapeake Wealth Management
Virginia
$208K -$2.94K -17 -1%
YP
1156
YANKCOM Partnership
South Dakota
$208K +$23.7K +137 +13%
1SB
1157
1ST Source Bank
Indiana
$207K -$47.5K -275 -18%
CAM
1158
Clark Asset Management
New Hampshire
$207K – – –
HIA
1159
Harbor Investment Advisory
Maryland
$207K – – –
EL
1160
EWA LLC
Pennsylvania
$207K +$210K +1,215 New
SLC
1161
Second Line Capital
Louisiana
$207K -$15.6K -90 -7%
CWA
1162
CM Wealth Advisors
Ohio
$206K +$210K +1,212 New
WA
1163
Wealth Alliance
New York
$206K +$209K +1,208 New
CIA
1164
Compass Ion Advisors
Pennsylvania
$205K -$2.42K -14 -1%
BW
1165
Blalock Williams
Alabama
$205K -$131K -755 -39%
CST
1166
Charles Schwab Trust
Nevada
$204K – – –
MWM
1167
Mattern Wealth Management
Kansas
$204K – – –
VWM
1168
VanWeelden Wealth Management
Ohio
$204K – – –
IWC
1169
Infinity Wealth Counsel
Ohio
$204K +$207K +1,200 New
BWM
1170
Base Wealth Management
Florida
$203K +$519 +3 +0.3%
PWG
1171
Portside Wealth Group
Utah
$203K -$185K -1,069 -47%
ICP
1172
Interchange Capital Partners
Pennsylvania
$202K +$206K +1,189 New
LA
1173
Lifeworks Advisors
Michigan
$202K +$206K +1,189 New
JSAM
1174
J. Safra Asset Management
New York
$202K -$57.2K -331 -22%
SWM
1175
Sendero Wealth Management
Texas
$201K -$2.77K -16 -1%