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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EverSource Wealth Advisors
Alabama
$157K +$168K +7,294 +5,611%
EDRH
102
Edmond de Rothschild Holding
Switzerland
$129K – – –
JP Morgan Chase
103
JP Morgan Chase
New York
$123K +$38.1K +1,653 +40%
SC
104
SouthState Corp
Florida
$119K -$42.2K -1,834 -25%
ERSOT
105
Employees Retirement System of Texas
Texas
$114K – – –
BTI
106
Blue Trust Inc
Georgia
$86K +$25.9K +1,125 +45%
PA
107
Parallel Advisors
California
$79K +$50.5K +2,193 +144%
BBHC
108
Brown Brothers Harriman & Co
New York
$61K +$115 +5 +0.2%
IA
109
IFP Advisors
Florida
$59K +$7.69K +334 +37%
GRP
110
Global Retirement Partners
California
$58K -$253 -11 -0.5%
JWA
111
JFS Wealth Advisors
Pennsylvania
$53K -$20.7K -900 -26%
AS
112
Altshuler Shaham
Israel
$53K +$23K +1,000 +67%
WFA
113
Wipfli Financial Advisors
Wisconsin
$51K +$55.1K +2,393 New
Bessemer Group
114
Bessemer Group
New Jersey
$47K +$3.32K +144 +7%
LC
115
Lindbrook Capital
California
$45K -$11.6K -505 -19%
TPCW
116
TD Private Client Wealth
New York
$37.5K -$20.8K -905 -34%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$36K +$1.75K +76 +5%
MHR
118
Matthew Hamilton Rosenberg
$35K +$37.8K +1,641 New
SFO
119
Standard Family Office
South Dakota
$29K – – –
WTC
120
WhitTier Trust Company
Nevada
$28K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$27K – – –
HCP
122
Hexagon Capital Partners
Arkansas
$27K +$20.4K +887 +227%
FMP
123
Financial Management Professionals
Texas
$25K +$26.9K +1,166 New
MIP
124
Mondrian Investment Partners
United Kingdom
$24K -$31.6M -1,371,000 -100%
HFM
125
Harvest Fund Management
China
$23K +$24.7K +1,072 New