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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
751
Prospera Financial Services
Texas
$851K -$31.2K -66 -3%
PPWP
752
Premier Path Wealth Partners
New Jersey
$850K +$421K +890 +84%
BAM
753
Belpointe Asset Management
Nevada
$849K -$440K -931 -32%
PCA
754
Pallas Capital Advisors
Massachusetts
$835K +$521K +1,102 +136%
WT
755
Whittier Trust
California
$832K +$8.04K +17 +0.9%
Harris Associates
756
Harris Associates
Illinois
$831K -$20.3K -43 -2%
CA
757
Cache Advisors
California
$829K +$267K +564 +42%
CPG
758
Cornerstone Planning Group
New Jersey
$820K +$8.99K +19 +1%
JAFL
759
Jay A. Fishman Ltd
Michigan
$818K
RMCM
760
Reynders McVeigh Capital Management
Massachusetts
$814K
AMG
761
Asset Management Group
Connecticut
$812K
WKWM
762
Walter & Keenan Wealth Management
Indiana
$812K -$13.7K -29 -2%
CIA
763
Choate Investment Advisors
Massachusetts
$811K -$80.9K -171 -8%
FTWA
764
Fifth Third Wealth Advisors
Ohio
$808K +$226K +477 +35%
LWCFA
765
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$808K
Fisher Asset Management
766
Fisher Asset Management
Washington
$806K -$92.2K -195 -10%
AWA
767
Aaron Wealth Advisors
Illinois
$806K -$123K -260 -12%
ST
768
Spinnaker Trust
Maine
$803K
AG
769
AlTi Global
New York
$800K -$152K -322 -15%
GCM
770
GKV Capital Management
California
$785K
DP
771
Dearborn Partners
Illinois
$760K +$14.7K +31 +2%
HNWAG
772
High Net Worth Advisory Group
Florida
$759K
TAM
773
Trust Asset Management
Texas
$755K
CG
774
Cynosure Group
Utah
$750K -$430K -909 -35%
BPAMU
775
BTG Pactual Asset Management US
New York
$737K +$799K +1,690 New