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Name Holding Trade Value Shares
Change
Change in
Stake
NPP
451
New Potomac Partners
Maryland
$384K
CPC
452
Congress Park Capital
New York
$377K
BFO
453
Biltmore Family Office
North Carolina
$376K +$138K +8,000 +61%
LOAMS
454
Lombard Odier Asset Management (Switzerland)
Switzerland
$375K -$217K -12,535 -37%
Mercer Global Advisors
455
Mercer Global Advisors
Colorado
$375K +$43.9K +2,540 +14%
SC
456
SouthState Corp
Florida
$372K -$46.4K -2,683 -11%
PAS
457
Park Avenue Securities
New York
$366K +$355K +20,494 New
CAM
458
Carret Asset Management
New York
$364K +$15.7K +910 +5%
AA
459
ALPS Advisors
Colorado
$359K -$39.6K -2,289 -10%
Impax Asset Management Group
460
Impax Asset Management Group
United Kingdom
$357K -$4.18M -241,794 -92%
CBB
461
Citizens Business Bank
California
$357K
XWM
462
Xcel Wealth Management
Florida
$347K -$121K -7,000 -26%
IA
463
IFP Advisors
Florida
$347K +$335K +19,386 New
SWM
464
Shakespeare Wealth Management
Wisconsin
$346K
MC
465
Miles Capital
Iowa
$345K -$4.79K -277 -1%
BFG
466
Bouchey Financial Group
New York
$341K
CPIA
467
Cornell Pochily Investment Advisors
New York
$334K -$3.22K -186 -1%
ECM
468
Everence Capital Management
Indiana
$331K
PA
469
Pinnacle Associates
New York
$330K -$38K -2,199 -11%
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$317K -$5.33K -308 -2%
PCMC
471
Paragon Capital Management (Colorado)
Colorado
$316K -$8.18K -473 -3%
CBFP
472
Cedar Brook Financial Partners
Ohio
$315K -$17.1K -989 -5%
WA
473
Winfield Associates
Ohio
$310K
DTL
474
Dynamic Technology Lab
Singapore
$310K +$301K +17,401 New
MCM
475
Maple Capital Management
Vermont
$309K -$27.7K -1,600 -8%