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Name Holding Trade Value Shares
Change
Change in
Stake
BG
801
Bollard Group
Massachusetts
$404K +$1.47K +10 +0.4%
CM
802
Capula Management
Cayman Islands
$403K +$407K +2,770 New
HFG
803
Heron Financial Group
New York
$402K +$5.14K +35 +1%
RIS
804
Retirement Income Solutions
Michigan
$401K
KFP
805
KB Financial Partners
New Jersey
$401K -$37K -252 -8%
PCA
806
Peddock Capital Advisors
Massachusetts
$400K -$38.3K -261 -9%
MFA
807
Mayflower Financial Advisors
Massachusetts
$400K -$29.7K -202 -7%
HTC
808
Haverford Trust Company
Pennsylvania
$398K -$726K -4,942 -64%
FMAEN1
809
Fund Management at Engine No 1
California
$397K +$50.4K +343 +14%
RMCM
810
Reynders McVeigh Capital Management
Massachusetts
$396K -$291K -1,980 -42%
WEG
811
World Equity Group
Illinois
$394K +$398K +2,708 New
QC
812
Quaero Capital
Switzerland
$394K +$398K +2,706 New
CC
813
Commons Capital
Massachusetts
$392K +$882 +6 +0.2%
CAM
814
Cresset Asset Management
Illinois
$392K -$99.5K -677 -10%
AAS
815
Avantax Advisory Services
Texas
$391K -$51.7K -352 -12%
TSS
816
Two Sigma Securities
New York
$389K +$393K +2,673 New
MWM
817
Meridian Wealth Management
Kentucky
$389K +$14.8K +101 +4%
OPCM
818
Osborne Partners Capital Management
California
$388K -$1.49M -10,119 -79%
CWM
819
Circle Wealth Management
New Jersey
$387K +$2.2K +15 +0.6%
ADMI
820
Albert D. Mason Inc
Massachusetts
$386K -$10.9K -74 -3%
RA
821
RFG Advisory
Alabama
$386K +$33.5K +228 +10%
PGAM
822
Princeton Global Asset Management
New Jersey
$383K +$147 +1 +0%
CC
823
Copperleaf Capital
North Carolina
$380K +$384K +2,614 New
WP
824
WealthSource Partners
California
$377K +$58.9K +401 +18%
LWM
825
Laidlaw Wealth Management
New York
$375K -$25.6K -174 -6%