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Name Holding Trade Value Shares
Change
Change in
Stake
NPT
1051
Nixon Peabody Trust
Massachusetts
$524K
VT
1052
Vise Technologies
New York
$523K +$246K +3,130 +86%
BAAM
1053
Baker Avenue Asset Management
California
$519K +$44.7K +570 +9%
Fayez Sarofim & Co
1054
Fayez Sarofim & Co
Texas
$517K
NFP
1055
Narus Financial Partners
Utah
$510K
DCM
1056
DGS Capital Management
New Jersey
$507K -$18K -230 -3%
ACA
1057
Affinity Capital Advisors
California
$507K
PVI
1058
Pine Valley Investments
New Jersey
$503K +$785 +10 +0.2%
ERWM
1059
Elk River Wealth Management
Colorado
$503K
I
1060
InceptionR
California
$501K +$508K +6,470 New
PRS
1061
Pinkerton Retirement Specialists
Idaho
$499K +$506K +6,450 New
MAM
1062
MWA Asset Management
Massachusetts
$498K +$22.8K +290 +5%
OFS
1063
OneAscent Financial Services
Alabama
$492K +$499K +6,360 New
SCM
1064
Sirios Capital Management
Massachusetts
$490K -$254K -3,240 -34%
M
1065
MOTCO
Texas
$490K +$27.5K +350 +6%
WPW
1066
Waldron Private Wealth
Pennsylvania
$488K +$188K +2,390 +61%
BMA
1067
Brooks Moore & Associates
Tennessee
$484K -$78.5K -1,000 -14%
VWM
1068
Valley Wealth Managers
New Jersey
$482K +$14.9K +190 +3%
CIA
1069
Choate Investment Advisors
Massachusetts
$481K +$3.92K +50 +0.8%
ECU
1070
Eisler Capital (UK)
United Kingdom
$481K +$487K +6,210 New
PCG
1071
Prosperity Consulting Group
Maryland
$478K +$484K +6,170 New
MLA
1072
My Legacy Advisors
Oregon
$476K -$42.4K -540 -8%
GBT
1073
Grove Bank & Trust
Florida
$476K +$25.9K +330 +6%
PIA
1074
Perennial Investment Advisors
California
$475K +$3.92K +50 +0.8%
JSW
1075
Journey Strategic Wealth
New Jersey
$475K +$25.1K +320 +6%