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Name Holding Trade Value Shares
Change
Change in
Stake
MJP
526
Michael J. Puzo
$403K – – –
SSW
527
Smith Shellnut Wilson
Mississippi
$401K – – –
PP
528
Patten & Patten
Tennessee
$400K – – –
AB
529
Atlas Brown
Kentucky
$395K -$206K -1,550 -35%
LNC
530
Lincoln National Corp
Pennsylvania
$394K +$86.3K +650 +29%
HTC
531
Haverford Trust Company
Pennsylvania
$393K – – –
FL
532
Fort LP
Maryland
$393K -$97.4K -733 -20%
FM
533
Foster & Motley
Ohio
$389K -$95.6K -720 -20%
Lido Advisors
534
Lido Advisors
California
$388K – – –
AAM
535
Advisors Asset Management
Colorado
$383K -$101K -761 -21%
CCM
536
Coldstream Capital Management
Washington
$383K +$376K +2,827 New
NFG
537
Nations Financial Group
Iowa
$380K +$373K +2,805 New
EFS
538
Essex Financial Services
Connecticut
$378K +$133 +1 +0%
AWM
539
Apollon Wealth Management
South Carolina
$376K -$12K -90 -3%
MWPCG
540
Measured Wealth Private Client Group
New Hampshire
$374K – – –
UAML
541
US Asset Management LLC
Pennsylvania
$372K +$365K +2,749 New
FNBT
542
FineMark National Bank & Trust
Florida
$370K – – –
FNFDCM
543
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$370K +$26.6K +200 +8%
MSFS
544
Main Street Financial Solutions
Pennsylvania
$370K +$40K +301 +12%
GWA
545
GGM Wealth Advisors
Maryland
$369K – – –
DC
546
Diametric Capital
Massachusetts
$368K +$361K +2,718 New
FC
547
FORA Capital
Florida
$365K -$1.04M -7,810 -74%
KI
548
Kula Investments
Illinois
$364K +$357K +2,690 New
PR
549
Payden & Rygel
California
$363K – – –
TTWM
550
TCV Trust & Wealth Management
Virginia
$354K – – –