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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
926
Legacy Wealth Advisors
Florida
$248K -$41.7K -391 -15%
HH
927
Hilltop Holdings
Texas
$248K -$10.1K -95 -4%
FNBSF
928
First National Bank Sioux Falls
South Dakota
$246K
WJWM
929
Williams Jones Wealth Management
New York
$245K +$234K +2,195 New
CAL
930
Capital Analysts LLC
Pennsylvania
$245K -$6.29K -59 -3%
PHAM
931
Palisades Hudson Asset Management
Florida
$243K +$232K +2,172 New
SGI
932
Summit Global Investments
Utah
$243K +$232K +2,177 New
CAM
933
Claret Asset Management
Quebec, Canada
$242K -$114K -1,067 -33%
TCOTS
934
Trust Company of the South
North Carolina
$241K +$230K +2,160 New
YP
935
YANKCOM Partnership
South Dakota
$239K
LWCFA
936
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$239K
MCM
937
Monument Capital Management
Virginia
$238K +$227K +2,132 New
Capstone Investment Advisors
938
Capstone Investment Advisors
New York
$235K -$300K -2,816 -57%
SGCA
939
Steel Grove Capital Advisors
Tennessee
$235K +$224K +2,104 New
PCA
940
Pallas Capital Advisors
Massachusetts
$234K +$224K +2,096 New
LWM
941
Liberty Wealth Management
California
$234K
MPWT
942
MassMutual Private Wealth & Trust
Connecticut
$233K +$1.81K +17 +0.8%
RA
943
Riversedge Advisors
Delaware
$233K +$222K +2,085 New
MG
944
Marex Group
$230K -$126K -1,185 -37%
Los Angeles Capital Management
945
Los Angeles Capital Management
California
$228K -$97.1K -910 -31%
TWM
946
Trevian Wealth Management
Massachusetts
$227K +$217K +2,035 New
FPWM
947
FSB Premier Wealth Management
Iowa
$227K -$115K -1,078 -35%
CRC
948
Curi RMB Capital
Illinois
$224K +$214K +2,005 New
WDA
949
Wendell David Associates
New Hampshire
$224K +$213K +2,000 New
AWM
950
Aprio Wealth Management
Georgia
$224K +$214K +2,004 New