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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
776
GSB Wealth Management
Connecticut
$241K
FAM
777
Fenimore Asset Management
New York
$241K
TCBWMS
778
Texas Capital Bank Wealth Management Services
Texas
$240K -$9.06K -30 -4%
CP
779
Castleview Partners
Texas
$240K +$1.51K +5 +0.6%
BBP
780
Banco BTG Pactual
Brazil
$239K +$242K +800 New
OIA
781
OneDigital Investment Advisors
Kansas
$238K +$235K +779 New
BHIA
782
Birch Hill Investment Advisors
Massachusetts
$236K
LFM
783
LGT Fund Management
Liechtenstein
$236K
BWP
784
BSW Wealth Partners
Colorado
$233K -$7.86K -26 -3%
AWA
785
Aaron Wealth Advisors
Illinois
$232K -$17.8K -59 -7%
BMCM
786
Bryn Mawr Capital Management
Pennsylvania
$230K +$227K +751 New
FCP
787
Fidelis Capital Partners
Florida
$230K +$228K +754 New
LFA
788
Legacy Financial Advisors
Kentucky
$229K +$226K +747 New
TAM
789
Tocqueville Asset Management
New York
$228K +$225K +745 New
AAIS
790
ABN AMRO Investment Solutions
$228K +$225K +744 New
OTL
791
Oak Thistle LLC
New York
$228K +$225K +744 New
SMWM
792
Silvia McColl Wealth Management
California
$227K
CSIC
793
Clifford Swan Investment Counsel
California
$224K
AWM
794
AE Wealth Management
Kansas
$223K +$220K +729 New
PL
795
Perpetual Ltd
Australia
$222K +$219K +724 New
CA
796
Carson Advisory
Georgia
$220K
MAM
797
McLean Asset Management
Virginia
$219K -$1.51K -5 -0.7%
HWA
798
HCR Wealth Advisors
California
$218K -$30.2K -100 -12%
GIA
799
Gladstone Institutional Advisory
Florida
$216K -$3.93K -13 -2%
Federated Hermes
800
Federated Hermes
Pennsylvania
$215K -$71K -235 -25%