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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1276
Centre Asset Management
New York
$3.8M -$197K -430 -5%
CWP
1277
Cyndeo Wealth Partners
Florida
$3.76M +$1.19M +2,609 +50%
NB
1278
NBT Bank
New York
$3.76M +$104K +228 +3%
NB
1279
Nicolet Bankshares
Wisconsin
$3.76M +$10.5K +23 +0.3%
PAG
1280
Private Advisory Group
Washington
$3.75M +$3.56M +7,782 New
SBIA
1281
Sheaff Brock Investment Advisors
Indiana
$3.75M -$233K -510 -6%
RBC
1282
Roble Belko & Company
Pennsylvania
$3.74M -$251K -549 -7%
PWP
1283
Private Wealth Partners
California
$3.74M -$112K -245 -3%
GSP
1284
Grafton Street Partners
Florida
$3.73M – – –
GWM
1285
Geneos Wealth Management
Colorado
$3.73M -$155K -340 -4%
BTWM
1286
Baker Tilly Wealth Management
Wisconsin
$3.72M -$441K -964 -11%
GLA
1287
Good Life Advisors
Pennsylvania
$3.72M +$444K +972 +14%
FFA
1288
Fortune Financial Advisors
Kansas
$3.72M -$60.8K -133 -2%
WPW
1289
Waldron Private Wealth
Pennsylvania
$3.71M +$95.5K +209 +3%
AG
1290
Advocate Group
Minnesota
$3.71M +$449K +983 +15%
EFM
1291
E Fund Management
China
$3.71M +$2.83M +6,199 +413%
PCS
1292
Personal CFO Solutions
New Jersey
$3.7M +$140K +306 +4%
BWP
1293
Balboa Wealth Partners
Arizona
$3.7M +$263K +575 +8%
FBT
1294
First Bank & Trust
South Dakota
$3.69M +$41.1K +90 +1%
CST
1295
Charles Schwab Trust
Nevada
$3.69M -$68.1K -149 -2%
PHK
1296
Point72 Hong Kong
Hong Kong
$3.69M +$1.59M +3,472 +83%
VWM
1297
Vivid Wealth Management
Iowa
$3.67M -$57.6K -126 -2%
PS
1298
Pensionfund Sabic
Netherlands
$3.66M -$183K -400 -5%
WM
1299
Whitford Management
New York
$3.65M -$10M -21,973 -74%
GC
1300
Grimes & Company
Massachusetts
$3.65M -$10.1K -22 -0.3%