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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
576
Principle Wealth Partners
Connecticut
$345K +$3.96K +159 +1%
TWM
577
Topsail Wealth Management
North Carolina
$344K -$4.31K -173 -1%
LIM
578
Longfellow Investment Management
Massachusetts
$343K
SFA
579
Sequoia Financial Advisors
Ohio
$343K -$153K -6,157 -29%
SC
580
SummitTX Capital
Texas
$342K -$561K -22,519 -60%
MWM
581
Modern Wealth Management
Kansas
$342K -$92.6K -3,715 -20%
FG
582
Fiduciary Group
Georgia
$334K -$49K -1,965 -12%
VFA
583
Valeo Financial Advisors
Indiana
$334K -$35.2K -1,411 -9%
VI
584
Vestcor Inc
New Brunswick, Canada
$333K
CWS
585
Confluence Wealth Services
Pennsylvania
$330K -$6.35K -255 -2%
PWM
586
Perigon Wealth Management
California
$330K -$218K -8,760 -38%
BBWA
587
Bell & Brown Wealth Advisors
California
$330K -$61.1K -2,452 -15%
CK
588
Cohen Klingenstein
New York
$330K
SW
589
SVB Wealth
Massachusetts
$329K -$102K -4,085 -22%
JIC
590
Johnson Investment Counsel
Ohio
$328K -$50.6K -2,031 -12%
AHL
591
Abel Hall LLC
Louisiana
$325K -$4.66K -187 -1%
NSEDCP
592
NJ State Employees Deferred Compensation Plan
New Jersey
$323K
LA
593
Lynch & Associates
Indiana
$322K -$637K -25,553 -65%
SPF
594
South Plains Financial
Texas
$320K +$112K +4,480 +47%
SG
595
StoneX Group
New York
$317K -$152K -6,110 -31%
TIAA Trust, National Association
596
TIAA Trust, National Association
North Carolina
$316K -$43.5K -1,744 -11%
PA
597
Parallel Advisors
California
$316K -$133K -5,336 -28%
EM
598
Excalibur Management
Massachusetts
$316K -$9.27K -372 -3%
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$315K -$40.1K -1,610 -11%
SC
600
Sawyer & Company
Massachusetts
$315K +$297K +11,911 New