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Name Holding Trade Value Shares
Change
Change in
Stake
BLC
851
Brown, Lisle/Cummings
Rhode Island
$519K +$16K +301 +3%
IRC
852
Investors Research Corp
Georgia
$518K – – –
LGT Group Foundation
853
LGT Group Foundation
Liechtenstein
$514K -$56.8K -1,069 -10%
BMC
854
Beaton Management Company
Massachusetts
$513K -$3.51K -66 -0.7%
SW
855
StrongBox Wealth
Missouri
$507K +$506K +9,520 New
Arkadios Wealth Advisors
856
Arkadios Wealth Advisors
Georgia
$506K +$5.63K +106 +1%
BAM
857
Brave Asset Management
New Jersey
$502K -$111K -2,079 -18%
CB
858
Cadence Bank
Mississippi
$502K +$182K +3,425 +57%
RCM
859
Raleigh Capital Management
North Carolina
$502K -$17.9K -336 -3%
Park National Corp
860
Park National Corp
Ohio
$502K -$57.5K -1,081 -10%
PWMG
861
Prestige Wealth Management Group
New Jersey
$501K +$477K +8,970 +2,011%
Brighton Jones LLC
862
Brighton Jones LLC
Washington
$501K +$49.5K +931 +11%
Allworth Financial
863
Allworth Financial
California
$500K +$97.7K +1,839 +24%
AAM
864
Augustine Asset Management
Florida
$500K -$10.3K -193 -2%
Horizon Investments
865
Horizon Investments
North Carolina
$499K -$109K -2,057 -18%
KIA
866
KCM Investment Advisors
California
$493K -$107K -2,010 -18%
Pathstone Family Office
867
Pathstone Family Office
New Jersey
$493K +$16.3K +306 +3%
Belpointe Asset Management
868
Belpointe Asset Management
Nevada
$492K -$382K -7,192 -44%
FNT
869
First Nebraska Trust
Nebraska
$492K – – –
CC
870
Courier Capital
New York
$492K +$159 +3 +0%
FMAEN1
871
Fund Management at Engine No 1
California
$490K +$35.1K +660 +8%
HBK Sorce Advisory
872
HBK Sorce Advisory
Pennsylvania
$490K -$49.8K -937 -9%
AWA
873
Amplius Wealth Advisors
Pennsylvania
$489K -$744 -14 -0.2%
Douglass Winthrop Advisors
874
Douglass Winthrop Advisors
New York
$487K – – –
CF
875
Centaurus Financial
California
$487K -$26.8K -505 -5%