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Name Holding Trade Value Shares
Change
Change in
Stake
WF
526
Welch & Forbes
Massachusetts
$443K
HBW
527
Hazlett, Burt & Watson
West Virginia
$439K -$17.3K -85 -4%
TMAM
528
Tokio Marine Asset Management
Japan
$434K +$16.9K +83 +4%
CL
529
Choreo LLC
Illinois
$432K +$432K +2,126 New
PAM
530
Peak Asset Management
Colorado
$431K
First Manhattan
531
First Manhattan
New York
$423K +$224K +1,100 +112%
WMG
532
WESCAP Management Group
California
$412K -$7.53K -37 -2%
MSCM
533
McElhenny Sheffield Capital Management
Texas
$408K
MMG
534
Monetary Management Group
Missouri
$407K
SAM
535
S.A. Mason
Michigan
$407K
SFI
536
Siemens Fonds Invest
Germany
$404K
CCM
537
Coldstream Capital Management
Washington
$402K +$4.27K +21 +1%
ACA
538
Aptus Capital Advisors
Alabama
$392K -$3.05K -15 -0.8%
BTI
539
Blue Trust Inc
Georgia
$392K +$335K +1,647 +1,128%
IMCOOI
540
Investment Management Corp of Ontario (IMCO)
Canada
$392K +$122K +600 +45%
JFGIW
541
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$390K +$256K +1,260 +192%
EI
542
Ethic Inc
New York
$382K +$93.2K +458 +32%
AWS
543
Atria Wealth Solutions
New York
$382K +$12.2K +60 +3%
VCA
544
Verdence Capital Advisors
Maryland
$377K -$4.88K -24 -1%
Lido Advisors
545
Lido Advisors
California
$373K +$125K +614 +50%
BHCM
546
Brevan Howard Capital Management
Jersey
$373K +$372K +1,831 New
WI
547
Wahed Invest
New York
$372K +$37.4K +184 +11%
Capstone Investment Advisors
548
Capstone Investment Advisors
New York
$372K +$90.5K +445 +32%
GWANC
549
Guardian Wealth Advisors (North Carolina)
North Carolina
$370K -$2.44K -12 -0.7%
DWA
550
Douglass Winthrop Advisors
New York
$369K +$5.08K +25 +1%