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Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
701
Twin Lakes Capital Management
California
$343K +$333 +1 +0.1%
Fayez Sarofim & Co
702
Fayez Sarofim & Co
Texas
$338K -$83.2K -250 -21%
4WM
703
4J Wealth Management
Virginia
$337K
Federated Hermes
704
Federated Hermes
Pennsylvania
$336K -$179K -537 -37%
BHWM
705
Bar Harbor Wealth Management
New Hampshire
$336K
AC
706
Abbrea Capital
California
$332K +$66.6K +200 +28%
DWM
707
Doyle Wealth Management
Florida
$329K -$3.33K -10 -1%
P
708
Pitcairn
Pennsylvania
$326K -$20K -60 -6%
MPWT
709
MassMutual Private Wealth & Trust
Connecticut
$326K +$43.3K +130 +17%
AFS
710
Axiom Financial Strategies
Indiana
$320K
WSTAM
711
Wilbanks Smith & Thomas Asset Management
Virginia
$317K
KPWS
712
Kestra Private Wealth Services
Texas
$316K +$666 +2 +0.2%
SHGA
713
Sand Hill Global Advisors
California
$313K +$18K +54 +7%
GIA
714
Gladstone Institutional Advisory
Florida
$312K +$287K +862 New
APG
715
Abacus Planning Group
South Carolina
$311K -$113K -340 -28%
JG
716
Jefferies Group
New York
$309K -$5.9M -17,741 -95%
SF
717
Synovus Financial
Georgia
$308K +$1.66K +5 +0.6%
APA
718
American Portfolios Advisors
New York
$305K +$35.6K +107 +15%
CHA
719
Carmichael Hill & Associates
Maryland
$304K
Carson Wealth (CWM LLC)
720
Carson Wealth (CWM LLC)
Nebraska
$304K
TAM
721
Tocqueville Asset Management
New York
$301K -$59.9K -180 -18%
RA
722
RFG Advisory
Alabama
$296K -$52.3K -157 -16%
NW
723
NewEdge Wealth
Pennsylvania
$296K +$333 +1 +0.1%
BWP
724
Baldwin Wealth Partners
Massachusetts
$295K
CAM
725
Cypress Asset Management
Texas
$294K