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Name Holding Trade Value Shares
Change
Change in
Stake
RZH
876
Relyea Zuckerberg Hanson
Connecticut
$480K +$218K +1,214 +100%
AWM
877
Axxcess Wealth Management
California
$477K -$132K -732 -23%
CAAS
878
Capital Asset Advisory Services
Michigan
$477K -$114K -632 -21%
TC
879
TwinBeech Capital
New York
$477K +$433K +2,405 New
CFG
880
Carr Financial Group
Massachusetts
$475K
PGAM
881
Princeton Global Asset Management
New Jersey
$474K +$2.88K +16 +0.7%
CIC
882
Crawford Investment Counsel
Georgia
$473K
Fayez Sarofim & Co
883
Fayez Sarofim & Co
Texas
$472K -$45.3K -252 -10%
FNT
884
First National Trust
Pennsylvania
$471K
FIB
885
First Interstate Bank
Montana
$469K -$30.4K -169 -7%
AF
886
Aldebaran Financial
$468K +$180 +1 +0%
CC
887
Courier Capital
New York
$467K -$126K -700 -23%
LJHT
888
Laurie J. Hall Trustee
$465K
CCB
889
Country Club Bank
Missouri
$464K +$3.78K +21 +0.9%
CRC
890
Curi RMB Capital
Illinois
$460K +$5.04K +28 +1%
CIA
891
Cape Investment Advisory
Georgia
$460K +$80.7K +449 +24%
GSIS
892
Global Strategic Investment Solutions
Arizona
$460K +$540 +3 +0.1%
SCM
893
Sage Capital Management
New Jersey
$456K +$414K +2,300 New
CC
894
Copperleaf Capital
North Carolina
$451K -$29.9K -166 -7%
TFS
895
Thoroughbred Financial Services
Tennessee
$446K -$68.5K -381 -14%
DCM
896
Davis Capital Management
Florida
$443K +$401K +2,232 New
MLL
897
Moody Lynn & Lieberson
Massachusetts
$443K
MJP
898
Michael J. Puzo
$441K
RWP
899
RWA Wealth Partners
Massachusetts
$440K -$17.3K -96 -4%
FAFN
900
First Affirmative Financial Network
Colorado
$437K +$64.2K +357 +19%