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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
651
Canandaigua National Bank & Trust
New York
$393K -$9.61K -50 -2%
BFA
652
Bill Few Associates
Pennsylvania
$391K
BP
653
Ballentine Partners
Massachusetts
$391K +$53.8K +280 +14%
BPA
654
Beacon Pointe Advisors
California
$389K -$192 -1 -0%
THCM
655
Taylor Hoffman Capital Management
Virginia
$385K -$9.81K -51 -2%
WWM
656
Waterway Wealth Management
Texas
$384K +$4.81K +25 +1%
SPC
657
Sigma Planning Corp
Michigan
$381K +$5.77K +30 +1%
APW
658
Aventura Private Wealth
Florida
$378K
DI
659
Diligent Investors
California
$374K
ABWM
660
Alpine Bank Wealth Management
Colorado
$374K +$409K +2,128 New
ATC
661
Argent Trust Co
Tennessee
$373K +$3.85K +20 +1%
FM
662
Foster & Motley
Ohio
$371K -$90.4K -470 -18%
AIM
663
Avity Investment Management
Connecticut
$368K -$14.4K -75 -3%
HIC
664
Holderness Investments Company
North Carolina
$368K -$19.2K -100 -5%
CA
665
Clearstead Advisors
Ohio
$366K +$8.85K +46 +2%
T. Rowe Price Investment Management
666
T. Rowe Price Investment Management
Maryland
$361K +$46.5K +242 +13%
WCA
667
Westover Capital Advisors
Delaware
$360K
EW
668
Elyxium Wealth
California
$360K +$394K +2,047 New
RBC
669
Romano Brothers & Co
Illinois
$357K
Luther King Capital Management (LKCM)
670
Luther King Capital Management (LKCM)
Texas
$357K -$33.5K -174 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
671
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$351K +$385K +2,000 New
TL
672
Tradewinds LLC
North Carolina
$350K -$6.34K -33 -2%
BWP
673
Barlow Wealth Partners
Kentucky
$350K -$3.85K -20 -1%
GSWM
674
Golden State Wealth Management
California
$349K +$335K +1,740 +707%
HI
675
Horizon Investments
North Carolina
$346K +$17.3K +90 +5%