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Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
601
C.M. Bidwell & Associates
Hawaii
$414K +$549K +15,138 New
JSAM
602
J. Safra Asset Management
New York
$412K +$547K +15,075 New
SGK
603
Steigerwald Gordon & Koch
Virginia
$402K -$848K -23,363 -61%
TE
604
Tema ETFs
New York
$397K +$47.4K +1,305 +10%
VI
605
Vestcor Inc
New Brunswick, Canada
$397K
PP
606
Prudential plc
United Kingdom
$396K -$500K -13,784 -49%
CK
607
Cohen Klingenstein
New York
$393K
WIA
608
World Investment Advisors
California
$392K -$198K -5,463 -35%
PFT
609
Providence First Trust
Arizona
$390K +$518K +14,268 New
FTWA
610
Fifth Third Wealth Advisors
Ohio
$387K -$198K -5,448 -28%
FNT
611
First Nebraska Trust
Nebraska
$383K -$4.72K -130 -0.9%
SOS
612
Silver Oak Securities
Tennessee
$379K +$22.2K +611 +5%
ML
613
McAdam LLC
Pennsylvania
$376K +$68.8K +1,896 +16%
WTC
614
WhitTier Trust Company
Nevada
$376K -$24.6K -677 -5%
S
615
SignatureFD
Georgia
$372K -$4.28K -118 -0.9%
SF
616
Summit Financial
New Jersey
$371K -$157K -4,321 -24%
FT
617
Fiduciary Trust
Massachusetts
$370K -$44K -1,211 -8%
SW
618
Simplicity Wealth
New Jersey
$365K +$484K +13,324 New
AHL
619
Abel Hall LLC
Louisiana
$361K +$1.16K +32 +0.2%
LNWTC
620
Laird Norton Wetherby Trust Company
Washington
$358K -$3.3K -91 -0.7%
EFS
621
Essex Financial Services
Connecticut
$357K +$1.85K +51 +0.4%
SM
622
Samjo Management
New York
$356K
BTI
623
Blue Trust Inc
Georgia
$355K -$78.7K -2,168 -14%
Fidelity International
624
Fidelity International
Bermuda
$353K +$287K +7,909 +159%
PA
625
Procyon Advisors
Connecticut
$352K -$13K -357 -3%