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Name Holding Trade Value Shares
Change
Change in
Stake
WT
601
Whittier Trust
California
$273K – – –
GWM
602
Gitterman Wealth Management
New Jersey
$272K +$272K +1,338 New
ACM
603
Advisors Capital Management
New Jersey
$269K -$29.1K -143 -10%
BAM
604
Belpointe Asset Management
Nevada
$268K +$268K +1,318 New
MWM
605
Modera Wealth Management
New Jersey
$268K +$6.51K +32 +2%
BM
606
Belfer Management
New York
$268K – – –
FHA
607
Flagship Harbor Advisors
Massachusetts
$268K -$4.47K -22 -2%
NCFG
608
New Century Financial Group
New Jersey
$267K -$240K -1,182 -47%
MAWA
609
Moss Adams Wealth Advisors
Washington
$267K +$4.68K +23 +2%
PFS
610
Physicians Financial Services
North Carolina
$265K – – –
PTC
611
Private Trust Company
Ohio
$265K -$2.03K -10 -0.8%
SCM
612
SKBA Capital Management
California
$265K +$2.03K +10 +0.8%
AUB
613
Atlantic Union Bankshares
Virginia
$264K +$264K +1,298 New
IFWM
614
Institute for Wealth Management
Colorado
$263K -$5.9K -29 -2%
CIA
615
Capital Investment Advisors
Georgia
$262K -$76.5K -376 -23%
MYAM
616
Meiji Yasuda Asset Management
Japan
$261K +$12.2K +60 +5%
PA
617
Profund Advisors
Maryland
$261K -$3.66K -18 -1%
HI
618
Harbour Investments
Wisconsin
$260K +$260K +1,280 New
FCM
619
Frontier Capital Management
Massachusetts
$259K +$259K +1,272 New
FFM
620
Forum Financial Management
Illinois
$258K +$407 +2 +0.2%
CT
621
Colonial Trust
South Carolina
$255K -$1.02K -5 -0.4%
STA
622
Summit Trail Advisors
New York
$255K +$28.9K +142 +13%
Fisher Asset Management
623
Fisher Asset Management
Washington
$254K +$26K +128 +11%
CW
624
CreativeOne Wealth
Kansas
$253K -$9.56K -47 -4%
EWM
625
Empirical Wealth Management
Washington
$253K +$253K +1,243 New