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Name Holding Trade Value Shares
Change
Change in
Stake
PSP
951
Principal Street Partners
Tennessee
$679K -$31.9K -110 -4%
CIA
952
Concurrent Investment Advisors
Florida
$677K -$8.42K -29 -1%
WIC
953
Woodmont Investment Counsel
Tennessee
$673K -$53.1K -183 -7%
WAM
954
WFA Asset Management
Wisconsin
$663K +$3.19K +11 +0.5%
MAM
955
MWA Asset Management
Massachusetts
$658K +$699K +2,406 New
SC
956
Searle & Co
Connecticut
$652K
SEM
957
Suncoast Equity Management
Florida
$649K -$5.81K -20 -0.8%
SCM
958
Sterneck Capital Management
Missouri
$647K
AWE
959
Avidian Wealth Enterprises
Texas
$645K +$73.8K +254 +12%
PFBT
960
Parkside Financial Bank & Trust
Missouri
$644K +$73.5K +253 +12%
NP
961
NorthRock Partners
Minnesota
$642K +$38.6K +133 +6%
CI
962
Cigna Investments
Connecticut
$641K +$1.74K +6 +0.3%
FFS
963
Founders Financial Securities
Maryland
$638K -$8.42K -29 -1%
OWA
964
Opal Wealth Advisors
New York
$635K +$73.8K +254 +12%
OIS
965
Okabena Investment Services
Minnesota
$634K
OW
966
Olistico Wealth
Oklahoma
$631K
I
967
IMPACTfolio
Colorado
$629K
OCBCO
968
Oversea-Chinese Banking Corp (OCBC)
Singapore
$629K -$241K -830 -27%
EIP
969
Epoch Investment Partners
New York
$628K -$17.1K -59 -3%
BHIA
970
Birch Hill Investment Advisors
Massachusetts
$626K -$38.3K -132 -5%
FFN
971
Focus Financial Network
Minnesota
$626K
HH
972
Hilltop Holdings
Texas
$625K +$423K +1,456 +175%
MAM
973
MMA Asset Management
Pennsylvania
$622K +$334K +1,151 +99%
WJWM
974
Williams Jones Wealth Management
New York
$622K -$45K -155 -6%
PA
975
Promethium Advisors
Maryland
$619K +$655K +2,255 New