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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
476
Burke & Herbert Bank & Trust
Virginia
$998K -$46.5K -1,258 -4%
CA
477
Cetera Advisors
Colorado
$994K -$97.4K -2,638 -9%
OWA
478
One Wealth Advisors
California
$992K +$157K +4,238 +18%
MGP
479
Metis Global Partners
California
$988K +$255K +6,892 +34%
TF
480
TIAA FSB
Florida
$982K -$11.6K -313 -1%
WJWM
481
Williams Jones Wealth Management
New York
$974K +$991K +26,833 New
SO
482
STRS Ohio
Ohio
$971K -$142K -3,855 -13%
GI
483
GAMCO Investors
Connecticut
$966K -$12K -325 -1%
COCM
484
Charter Oak Capital Management
New Hampshire
$962K -$25.8K -698 -3%
CK
485
Cohen Klingenstein
New York
$951K – – –
OFG
486
OmniStar Financial Group
North Carolina
$940K -$352K -9,520 -27%
AWE
487
Avidian Wealth Enterprises
Texas
$940K +$35.4K +958 +4%
LA
488
Lifeworks Advisors
Michigan
$940K +$416K +11,265 +77%
CG
489
Caprock Group
Idaho
$937K +$430K +11,636 +83%
SFM
490
Signet Financial Management
New Jersey
$933K -$18.2K -493 -2%
GIM
491
Grassi Investment Management
California
$929K – – –
SP
492
Symmetry Partners
Connecticut
$926K – – –
VCA
493
Verdence Capital Advisors
Maryland
$925K +$57.4K +1,555 +6%
Lazard Asset Management
494
Lazard Asset Management
New York
$923K +$197K +5,337 +27%
AWS
495
Atria Wealth Solutions
New York
$923K +$936K +25,357 New
PWS
496
Precision Wealth Strategies
Missouri
$922K -$356K -9,652 -28%
BCI
497
Brinker Capital Investments
Pennsylvania
$919K +$461K +12,482 +97%
TCA
498
Teewinot Capital Advisers
New York
$918K – – –
LSA
499
Leonteq Securities AG
Switzerland
$915K +$386K +10,453 +71%
RIM
500
Regent Investment Management
Kentucky
$910K -$56.5K -1,530 -6%