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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
426
One Capital Management
California
$447K
BCV
427
Banque Cantonale Vaudoise
Switzerland
$447K
BFA
428
Bragg Financial Advisors
North Carolina
$442K
WTA
429
Washington Trust Advisors
Massachusetts
$442K
1IA
430
1834 Investment Advisors
Wisconsin
$439K +$393K +1,865 New
DT
431
Diversified Trust
Tennessee
$435K +$3.58K +17 +0.9%
MC
432
Machina Capital
France
$432K +$386K +1,835 New
DC
433
Davenport & Co
Virginia
$429K +$38.7K +184 +11%
PGFC
434
Peapack-Gladstone Financial Corp
New Jersey
$428K -$421 -2 -0.1%
RRCM
435
Rappaport Reiches Capital Management
Illinois
$424K
SCM
436
Shapiro Capital Management
Georgia
$424K
AWS
437
Atria Wealth Solutions
New York
$420K -$1.26K -6 -0.3%
Vontobel Holding
438
Vontobel Holding
Switzerland
$414K
JMPWA
439
JP Morgan Private Wealth Advisors
California
$413K -$959K -4,556 -72%
SP
440
Symmetry Partners
Connecticut
$406K
WSTAM
441
Wilbanks Smith & Thomas Asset Management
Virginia
$406K
HPC
442
HM Payson & Co
Maine
$404K
AR
443
Apeiron RIA
Texas
$400K +$358K +1,700 New
II
444
Inspire Investing
Idaho
$393K -$38.7K -184 -10%
WJWM
445
Williams Jones Wealth Management
New York
$389K
HI
446
Horizon Investments
North Carolina
$389K +$27.6K +131 +9%
IIC
447
Ironwood Investment Counsel
Arizona
$388K
QCG
448
Quadrant Capital Group
Ohio
$388K -$3.79K -18 -1%
LNC
449
Lincoln National Corp
Pennsylvania
$380K -$6.74K -32 -2%
TTWM
450
TCV Trust & Wealth Management
Virginia
$376K