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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
851
Amplius Wealth Advisors
Pennsylvania
$580K +$17.5K +316 +3%
Williams Jones Wealth Management
852
Williams Jones Wealth Management
New York
$577K -$5.53K -100 -1%
MSWM
853
McGlone Suttner Wealth Management
Wisconsin
$574K +$91.2K +1,651 +20%
SF
854
Symphony Financial
Texas
$573K -$35.8K -648 -6%
SW
855
SlateStone Wealth
Florida
$572K +$40.2K +727 +8%
OA
856
Oxbow Advisors
Texas
$572K – – –
HR
857
Howe & Rusling
New York
$571K +$4.42K +80 +0.8%
Blue Trust Inc
858
Blue Trust Inc
Georgia
$571K -$26.7K -483 -5%
NRS
859
Neville Rodie & Shaw
New York
$571K – – –
Geneos Wealth Management
860
Geneos Wealth Management
Colorado
$571K -$7.13K -129 -1%
Ameritas Advisory Services
861
Ameritas Advisory Services
Nebraska
$570K -$31.2K -565 -5%
IWA
862
IVC Wealth Advisors
Pennsylvania
$569K +$133K +2,405 +32%
GFA
863
Gifford Fong Associates
California
$569K – – –
KIG
864
Kowal Investment Group
Wisconsin
$569K +$142K +2,576 +36%
TD Private Client Wealth
865
TD Private Client Wealth
New York
$568K +$2.54K +46 +0.5%
FineMark National Bank & Trust
866
FineMark National Bank & Trust
Florida
$566K -$53.8K -973 -9%
SC
867
Schulhoff & Co
Ohio
$565K -$12.9K -234 -2%
AWM
868
Accurate Wealth Management
Florida
$564K -$888K -16,071 -62%
IRC
869
Investors Research Corp
Georgia
$563K – – –
DA
870
Detalus Advisors
Missouri
$562K -$774 -14 -0.1%
PMSA
871
Patrick M. Sweeney & Associates
Illinois
$562K +$15.9K +288 +3%
Park National Corp
872
Park National Corp
Ohio
$560K +$10.1K +183 +2%
HCP
873
Hexagon Capital Partners
Arkansas
$560K -$29.6K -536 -5%
Americana Partners
874
Americana Partners
Texas
$558K +$132K +2,390 +33%
SR
875
Syntax Research
Florida
$557K +$24K +434 +5%