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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
851
BerganKDV Wealth Management
Minnesota
$3M +$143K +3,299 +4%
PWS
852
Peterson Wealth Services
Utah
$2.99M +$3.46M +79,921 New
HIIFS
853
Harel Insurance Investments & Financial Services
Israel
$2.98M -$898K -20,757 -21%
VCA
854
Verdence Capital Advisors
Maryland
$2.97M -$251K -5,803 -7%
HIC
855
Holderness Investments Company
North Carolina
$2.97M -$96.6K -2,232 -3%
MJP
856
Michael J. Puzo
$2.97M -$338K -7,815 -9%
CT
857
Chicago Trust
Illinois
$2.96M +$21.9K +507 +0.6%
CC
858
Centiva Capital
New York
$2.96M +$3.2M +73,882 +1,421%
CSCSIM
859
Clear Sky Carbon Solutions Investment Management
Texas
$2.96M +$2.86M +66,200 +517%
RDWM
860
Red Door Wealth Management
Tennessee
$2.95M +$197K +4,546 +6%
LAM
861
L2 Asset Management
Massachusetts
$2.94M -$89K -2,056 -3%
SVWAG
862
Sound View Wealth Advisors Group
Georgia
$2.94M +$10.8K +250 +0.3%
IC
863
Inscription Capital
Texas
$2.93M +$2.75M +63,656 +431%
CFMC
864
Curbstone Financial Management Corp
New Hampshire
$2.93M -$103K -2,371 -3%
Wealth Enhancement Advisory Services
865
Wealth Enhancement Advisory Services
Minnesota
$2.92M -$3.75M -86,713 -53%
PAS
866
Park Avenue Securities
New York
$2.92M +$224K +5,170 +7%
GFA
867
Gifford Fong Associates
California
$2.9M +$1.08M +25,000 +48%
PCTC
868
Perkins Coie Trust Company
Washington
$2.9M +$96K +2,218 +3%
SCM
869
Schnieders Capital Management
California
$2.89M -$1M -23,187 -23%
EWA
870
Exencial Wealth Advisors
Oklahoma
$2.88M +$17K +392 +0.5%
JFA
871
JNBA Financial Advisors
Minnesota
$2.87M +$865 +20 +0%
RCM
872
RNC Capital Management
California
$2.86M -$1.94M -44,886 -37%
HI
873
Harrington Investments
California
$2.85M -$30.7K -710 -0.9%
PAG
874
Private Advisory Group
Washington
$2.84M +$1.21M +27,911 +58%
RIG
875
Roosevelt Investment Group
New York
$2.84M +$3.42K +79 +0.1%