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Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
801
Baltimore-Washington Financial Advisors
Maryland
$308K +$27.8K +600 +10%
WRPWM
802
Werba Rubin Papier Wealth Management
California
$307K +$66.5K +1,438 +28%
JWA
803
JFS Wealth Advisors
Pennsylvania
$307K +$29.7K +643 +11%
TTIC
804
Tower Trust & Investment Company
Iowa
$306K – – –
SACTSONJ
805
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$306K -$12.9K -278 -4%
AIM
806
Acropolis Investment Management
Missouri
$304K -$20.6K -445 -6%
N
807
Natixis
France
$304K -$4.93M -106,618 -94%
AFG
808
Allegheny Financial Group
Pennsylvania
$302K +$16.7K +361 +6%
SAM
809
Sagewood Asset Management
New York
$301K -$161K -3,491 -35%
BIM
810
Baldwin Investment Management
Pennsylvania
$301K – – –
CFO
811
Cambient Family Office
Michigan
$300K +$15.2K +328 +5%
KTC
812
Kentucky Trust Company
Kentucky
$299K +$324 +7 +0.1%
MMA
813
Miracle Mile Advisors
California
$299K +$46K +995 +18%
TWM
814
Thrive Wealth Management
Pennsylvania
$299K -$2.22K -48 -0.7%
PAM
815
Paradigm Asset Management
New York
$298K -$574K -12,405 -66%
First Manhattan
816
First Manhattan
New York
$298K -$163K -3,514 -35%
GC
817
Grimes & Company
Massachusetts
$296K +$37.7K +814 +15%
TTWM
818
TCV Trust & Wealth Management
Virginia
$295K +$416 +9 +0.1%
CFS
819
CRA Financial Services
New Jersey
$294K +$6.75K +146 +2%
PPWP
820
Premier Path Wealth Partners
New Jersey
$294K +$4.39K +95 +2%
AC
821
AlphaCore Capital
California
$293K +$290K +6,275 New
SGCA
822
Steel Grove Capital Advisors
Tennessee
$291K +$289K +6,251 New
Fisher Asset Management
823
Fisher Asset Management
Washington
$289K +$66.7K +1,441 +30%
BTI
824
Blue Trust Inc
Georgia
$289K -$2.87K -62 -1%
PFA
825
Plotkin Financial Advisors
Maryland
$289K – – –