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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Accurate Wealth Management
Florida
$280K -$21.7K -1,369 -8%
FB
502
Fulton Bank
Pennsylvania
$278K -$6.9K -435 -3%
GAM
503
Gotham Asset Management
New York
$275K +$20.8K +1,312 +9%
PNC
504
Park National Corp
Ohio
$274K -$4.76K -300 -2%
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$273K +$18.1K +1,144 +8%
DEA
506
DoubleLine ETF Adviser
Florida
$269K -$22.3K -1,404 -8%
BFG
507
Bouchey Financial Group
New York
$269K -$15.3K -967 -6%
MYAM
508
Meiji Yasuda Asset Management
Japan
$266K +$25.4K +1,601 +11%
MWM
509
Modera Wealth Management
New Jersey
$266K -$257K -16,209 -50%
KCIC
510
Kuhn & Co Investment Counsel
Illinois
$263K – – –
CCB
511
Cutter & Co Brokerage
Missouri
$262K +$32 +2 +0%
IA
512
IFP Advisors
Florida
$260K +$4.97K +313 +2%
MFA
513
Mayflower Financial Advisors
Massachusetts
$259K +$1.48K +93 +0.6%
FCMC
514
Founders Capital Management (Connecticut)
Connecticut
$259K – – –
CWA
515
CM Wealth Advisors
Ohio
$256K -$3.97K -250 -2%
PI
516
PGGM Investments
Netherlands
$256K – – –
GT
517
Greenleaf Trust
Michigan
$255K +$22.5K +1,417 +10%
NAM
518
NorthCrest Asset Manangement
Minnesota
$255K +$241K +15,205 New
BFM
519
Boothbay Fund Management
New York
$254K +$241K +15,178 New
CL
520
COWA LLC
Oklahoma
$251K – – –
GL
521
Graypoint LLC
New York
$250K +$10.7K +675 +5%
LP
522
LGL Partners
Pennsylvania
$248K +$2.95K +186 +1%
SAI
523
Systematic Alpha Investments
New Jersey
$245K – – –
MA
524
Mutual Advisors
Nebraska
$238K -$8.12K -512 -4%
Lazard Asset Management
525
Lazard Asset Management
New York
$235K – – –