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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
676
EP Wealth Advisors
California
$345K -$39.9K -1,371 -10%
Lido Advisors
677
Lido Advisors
California
$343K -$460K -15,808 -55%
SF
678
Summit Financial
New Jersey
$342K +$10.2K +351 +3%
PT
679
Plimoth Trust
Massachusetts
$340K -$727 -25 -0.2%
WF
680
Welch & Forbes
Massachusetts
$339K -$43.6K -1,500 -10%
BMWM
681
Brown Miller Wealth Management
Virginia
$338K -$13K -447 -3%
SAF
682
Smith Anglin Financial
Texas
$338K +$196K +6,729 +112%
WSC
683
Wellington Shields & Co
New York
$337K +$57.3K +1,968 +18%
IAS
684
Insigneo Advisory Services
Florida
$333K +$77.8K +2,674 +27%
CFB
685
Cullen/Frost Bankers
Texas
$332K -$102K -3,490 -22%
LIM
686
Leavell Investment Management
Alabama
$332K -$22.3K -768 -6%
CS
687
Candriam SCA
Luxembourg
$332K -$16.1K -552 -4%
MM
688
MQS Management
New York
$332K +$77.2K +2,655 +27%
PVI
689
Pine Valley Investments
New Jersey
$327K +$26.8K +922 +8%
TPCW
690
TD Private Client Wealth
New York
$327K +$12.3K +424 +4%
EFS
691
Essex Financial Services
Connecticut
$322K -$378K -12,982 -52%
AA
692
Armis Advisers
Georgia
$321K +$316K +10,857 New
AC
693
Addison Capital
Pennsylvania
$320K +$10.4K +356 +3%
BBA
694
Baader Bank Aktiengesellschaft
Germany
$320K +$374K +12,843 New
JWCA
695
J.W. Coons Advisors
Ohio
$320K
MAA
696
Mraz Amerine & Associates
California
$319K -$1.92K -66 -0.5%
STA
697
Summit Trail Advisors
New York
$317K +$348K +11,971 New
VSQM
698
V-Square Quantitative Management
Illinois
$316K +$42.5K +1,460 +14%
LIA
699
Limestone Investment Advisors
New York
$314K +$345K +11,853 New
AWE
700
Avidian Wealth Enterprises
Texas
$311K +$342K +11,754 New