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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
726
Carmichael Hill & Associates
Maryland
$251K
NW
727
NewEdge Wealth
Pennsylvania
$244K +$230K +817 New
BWP
728
Baldwin Wealth Partners
Massachusetts
$243K
SHGA
729
Sand Hill Global Advisors
California
$242K -$15.5K -55 -6%
CAM
730
Cypress Asset Management
Texas
$242K +$7.04K +25 +3%
FMW
731
Farr Miller & Washington
District of Columbia
$242K +$228K +810 New
WIC
732
Woodmont Investment Counsel
Tennessee
$239K
SC
733
Scotia Capital
Ontario, Canada
$238K -$1.25M -4,447 -85%
PCM
734
Prelude Capital Management
New York
$236K +$223K +792 New
MAM
735
McLean Asset Management
Virginia
$235K +$4.79K +17 +2%
GWM
736
GSB Wealth Management
Connecticut
$235K +$222K +788 New
YWP
737
YorkBridge Wealth Partners
New York
$234K
BHIA
738
Birch Hill Investment Advisors
Massachusetts
$230K
MPWT
739
MassMutual Private Wealth & Trust
Connecticut
$230K +$9.57K +34 +5%
CFGS
740
Concourse Financial Group Securities
Alabama
$230K +$70.1K +249 +48%
VFA
741
Valeo Financial Advisors
Indiana
$229K +$845 +3 +0.4%
UR
742
USCA RIA
Texas
$228K
LNC
743
Lincoln National Corp
Pennsylvania
$227K
FF
744
FourThought Financial
Florida
$226K
WJWM
745
Williams Jones Wealth Management
New York
$226K
CFO
746
Collective Family Office
Pennsylvania
$225K
FHC
747
First Horizon Corporation
Tennessee
$225K +$3.1K +11 +1%
RIA
748
Realta Investment Advisors
Delaware
$221K
S
749
Seeyond
France
$221K
WS
750
Wedbush Securities
California
$221K +$208K +739 New