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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
376
Valley Wealth Managers
New Jersey
$295K +$26.2K +364 +9%
PAM
377
Paradigm Asset Management
New York
$293K – – –
CS
378
Comerica Securities
Michigan
$285K +$30.5K +424 +12%
BLC
379
Brown, Lisle/Cummings
Rhode Island
$284K – – –
SLG
380
Stanley-Laman Group
Pennsylvania
$281K +$291K +4,035 New
KWM
381
Kolinsky Wealth Management
New Jersey
$280K -$50.5K -701 -15%
SI
382
Stephens Inc
Arkansas
$280K -$5.4K -75 -2%
SIC
383
Schwartz Investment Counsel
Michigan
$279K – – –
SSW
384
Smith Shellnut Wilson
Mississippi
$278K +$9.07K +126 +3%
NFC
385
Northeast Financial Consultants
Connecticut
$273K +$282K +3,915 New
NC
386
NovaPoint Capital
Georgia
$272K -$54K -750 -16%
WA
387
Wealth Alliance
New York
$271K -$2.09K -29 -0.7%
EGM
388
Engineers Gate Manager
New York
$270K -$1.1M -15,206 -80%
AG
389
AlphaSimPlex Group
Massachusetts
$266K -$136K -1,884 -33%
AAS
390
Avantax Advisory Services
Texas
$264K -$84K -1,166 -24%
MA
391
Modus Advisors
Minnesota
$264K – – –
EWM
392
Evercore Wealth Management
New York
$262K -$9.22K -128 -3%
IGWM
393
ICA Group Wealth Management
Colorado
$262K +$296K +4,109 New
Brown Advisory
394
Brown Advisory
Maryland
$259K +$44.3K +615 +20%
ARMT
395
Amica Retiree Medical Trust
Rhode Island
$258K -$534K -7,407 -67%
AWS
396
Atria Wealth Solutions
New York
$258K +$266K +3,696 New
ST
397
Somerset Trust
Pennsylvania
$254K – – –
VFA
398
Voya Financial Advisors
Connecticut
$253K -$53.8K -747 -17%
Impax Asset Management Group
399
Impax Asset Management Group
United Kingdom
$253K -$1.37K -19 -0.5%
CA
400
Claro Advisors
Massachusetts
$253K – – –