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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
776
Waldron Private Wealth
Pennsylvania
$294K -$60.8K -1,692 -16%
CC
777
Courier Capital
New York
$294K
VRM
778
Vectors Research Management
New York
$294K
TCOV
779
Trust Company of Vermont
Vermont
$292K
SAG
780
SageView Advisory Group
California
$291K +$15.3K +425 +5%
CGL
781
Clarius Group LLC
Washington
$288K -$4.75K -132 -1%
CIA
782
Concurrent Investment Advisors
Florida
$288K +$69.1K +1,923 +28%
EH
783
Equitable Holdings
New York
$287K +$20.4K +568 +7%
MAM
784
Mystic Asset Management
Rhode Island
$287K +$316K +8,784 New
BRM
785
Boston Research & Management
Massachusetts
$283K
SIMG
786
Sonora Investment Management Group
Arizona
$283K -$14.2K -396 -4%
AA
787
Auxano Advisors
Washington
$282K +$11.1K +310 +4%
TIA
788
Tiemann Investment Advisors
California
$281K -$27K -750 -8%
AG
789
AlTi Global
New York
$280K +$307K +8,539 New
EB
790
Eastern Bank
Massachusetts
$279K +$7.19K +200 +2%
JBA
791
Johnson Bixby & Associates
Washington
$279K
AAA
792
AG Asset Advisory
California
$276K +$304K +8,457 New
FFG
793
Fiduciary Financial Group
California
$274K -$5.9K -164 -2%
CLA
794
Carnegie Lake Advisors
New Jersey
$274K
CAS
795
Coppell Advisory Solutions
Texas
$273K +$17.3K +481 +6%
BBHC
796
Brown Brothers Harriman & Co
New York
$272K -$219K -6,084 -42%
CAI
797
Capital Advisors Inc
Oklahoma
$271K -$19.8K -550 -6%
WTC
798
WhitTier Trust Company
Nevada
$271K
DOA
799
D'Orazio & Associates
Virginia
$271K -$17K -472 -5%
MAWA
800
Moss Adams Wealth Advisors
Washington
$270K +$2.3K +64 +0.8%