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Name Holding Trade Value Shares
Change
Change in
Stake
MC
476
Moors & Cabot
Massachusetts
$259K +$82 +1 +0%
AAM
477
Aureus Asset Management
Massachusetts
$255K
NSAM
478
North Star Asset Management
Wisconsin
$250K
TH
479
TCTC Holdings
Texas
$248K
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$242K -$4.25K -52 -2%
PP
481
Prudential plc
United Kingdom
$241K +$2.86K +35 +1%
1WA
482
180 Wealth Advisors
Washington
$236K
MCM
483
MAI Capital Management
Ohio
$235K -$28K -343 -9%
TTWM
484
TCV Trust & Wealth Management
Virginia
$234K +$269K +3,300 New
Macquarie Group
485
Macquarie Group
Australia
$227K -$24.5K -300 -9%
EA
486
Elm Advisors
California
$227K +$817 +10 +0.3%
WAM
487
Wealthspire Advisors (Maryland)
Maryland
$224K -$9.96K -122 -4%
BFO
488
Boston Family Office
Massachusetts
$223K
RIM
489
Redpoint Investment Management
Australia
$222K
GWM
490
Geneos Wealth Management
Colorado
$221K +$157K +1,923 +168%
COI
491
Capital One Investing
Virginia
$218K +$251K +3,073 New
AIM
492
Anchor Investment Management
South Carolina
$217K -$2.45K -30 -1%
BCWM
493
Bartlett & Co Wealth Management
Ohio
$216K
BC
494
Bartlett & Co
Ohio
$216K
FMLI
495
Fukoku Mutual Life Insurance
Japan
$213K +$49K +600 +25%
CAAS
496
Capital Asset Advisory Services
Michigan
$210K -$19K -233 -7%
RJT
497
Raymond James Trust
Florida
$210K +$12.9K +158 +6%
SC
498
SouthState Corp
Florida
$210K +$43.7K +535 +22%
PP
499
Patten & Patten
Tennessee
$209K
EDRH
500
Edmond de Rothschild Holding
Switzerland
$206K