Name Holding Trade Value Shares
Change
Change in
Stake
CI
1176
CX Institutional
Indiana
$433K +$250K +11,405 +149%
GL
1177
Graypoint LLC
New York
$432K +$138K +6,289 +49%
CCG
1178
Coastwise Capital Group
California
$432K -$53.4K -2,439 -11%
BWM
1179
BNC Wealth Management
Oregon
$431K – – –
CI
1180
Cherokee Insurance
Michigan
$431K – – –
HIM
1181
Herald Investment Management
United Kingdom
$431K – – –
MIM
1182
MTM Investment Management
South Carolina
$430K -$41.8K -1,912 -9%
CD
1183
Chapin Davis
Maryland
$430K -$42.8K -1,956 -9%
OBWG
1184
Onyx Bridge Wealth Group
New York
$430K -$126K -5,758 -23%
PPWP
1185
Premier Path Wealth Partners
New Jersey
$429K +$119K +5,448 +41%
AP
1186
Appleton Partners
Massachusetts
$428K -$57.3K -2,620 -12%
FMLI
1187
Fukoku Mutual Life Insurance
Japan
$427K – – –
TAM
1188
Tocqueville Asset Management
New York
$427K -$63.5K -2,900 -13%
DLA
1189
Douglas Lane & Associates
New York
$426K -$181K -8,256 -31%
ICP
1190
Interchange Capital Partners
Pennsylvania
$425K -$39.6K -1,809 -9%
SPWG
1191
Sage Private Wealth Group
Illinois
$424K +$32.1K +1,468 +9%
NHC
1192
Nicholas Hoffman & Company
Georgia
$422K +$25.6K +1,171 +7%
GL
1193
Gerber LLC
Ohio
$421K -$7.83K -358 -2%
DA
1194
Doliver Advisors
Texas
$420K -$101K -4,628 -20%
FA
1195
Financial Advisors
Massachusetts
$420K – – –
APG
1196
Abacus Planning Group
South Carolina
$420K -$2.3K -105 -0.6%
HWAM
1197
Hennion & Walsh Asset Management
New Jersey
$419K +$99.5K +4,549 +33%
FA
1198
Fagan Associates
New York
$419K -$12K -550 -3%
PP
1199
PDS Planning
Ohio
$419K +$158K +7,206 +64%
MBTD
1200
Mechanics Bank - Trust Department
California
$418K +$403K +18,395 New