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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1026
Evercore Wealth Management
New York
$261K -$22.6K -157 -8%
IA
1027
IFP Advisors
Florida
$260K +$1.3K +9 +0.5%
MIP
1028
Marietta Investment Partners
Wisconsin
$259K
MCM
1029
Murphy Capital Management
New Jersey
$259K +$7.21K +50 +3%
IC
1030
Intersect Capital
California
$259K +$20.6K +143 +9%
KW
1031
KWB Wealth
California
$256K
IA
1032
Insight Advisors
Pennsylvania
$255K -$54.5K -378 -19%
CAM
1033
Congress Asset Management
Massachusetts
$255K
CWM
1034
Cornerstone Wealth Management
Missouri
$255K +$3.89K +27 +2%
DBT
1035
Dubuque Bank & Trust
Iowa
$252K -$19.7K -137 -7%
NIA
1036
NIA Impact Advisors
California
$252K +$721 +5 +0.3%
MFW
1037
Meristem Family Wealth
Minnesota
$252K +$28.8K +200 +13%
CAM
1038
Columbia Asset Management
Michigan
$252K +$245K +1,700 New
PG
1039
Pendal Group
Australia
$250K
WT
1040
Washington Trust
Rhode Island
$250K +$32.1K +223 +15%
OFS
1041
Orrstown Financial Services
Pennsylvania
$249K
HPC
1042
HM Payson & Co
Maine
$247K
AC
1043
Alexandria Capital
Virginia
$247K +$15.4K +107 +7%
SMA
1044
Sage Mountain Advisors
Georgia
$246K +$15.3K +106 +7%
MFA
1045
Mayflower Financial Advisors
Massachusetts
$245K +$2.16K +15 +0.9%
GIA
1046
Granite Investment Advisors
New Hampshire
$242K -$13.8K -96 -6%
KP
1047
Keel Point
Alabama
$242K +$2.88K +20 +1%
MRCM
1048
M&R Capital Management
New Jersey
$241K
FMWA
1049
Forvis Mazars Wealth Advisors
Missouri
$241K +$3.17K +22 +1%
FA
1050
Fermata Advisors
California
$240K +$233K +1,617 New