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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
826
Bar Harbor Wealth Management
New Hampshire
$607K -$44.5K -96 -7%
Fayez Sarofim & Co
827
Fayez Sarofim & Co
Texas
$602K
LCWP
828
Legacy Capital Wealth Partners
Arkansas
$601K -$14.8K -32 -3%
Empower Advisory Group
829
Empower Advisory Group
Colorado
$601K -$32.9K -71 -6%
PEA
830
Park Edge Advisors
Ohio
$597K
SF
831
Synovus Financial
Georgia
$588K -$12.5K -27 -2%
SW
832
SVB Wealth
Massachusetts
$586K +$541K +1,169 New
I
833
InceptionR
California
$585K +$541K +1,167 New
CA
834
Cornerstone Advisory
Maryland
$585K -$1.39K -3 -0.3%
CSI
835
Cross Staff Investments
New York
$583K
BI
836
BlueSpruce Investments
Illinois
$583K +$538K +1,162 New
SAM
837
Silvercrest Asset Management
New York
$581K +$6.49K +14 +1%
LPT
838
Legacy Private Trust
Wisconsin
$577K -$4.63K -10 -0.9%
DWT
839
Dorsey & Whitney Trust
South Dakota
$575K -$93.1K -201 -15%
TCOV
840
Trust Company of Vermont
Vermont
$574K
FCP
841
Fidelis Capital Partners
Florida
$563K +$17.6K +38 +4%
HFM
842
Harvest Fund Management
China
$563K -$205K -443 -28%
SIA
843
SkyView Investment Advisors
New Jersey
$560K -$3.71K -8 -0.7%
APG
844
Abacus Planning Group
South Carolina
$558K -$13K -28 -2%
PP
845
PDS Planning
Ohio
$558K +$17.1K +37 +3%
MG
846
Mather Group
Illinois
$555K +$6.02K +13 +1%
WIC
847
Wilkins Investment Counsel
Massachusetts
$552K
VA
848
VestGen Advisors
Illinois
$550K +$9.73K +21 +2%
CA
849
Cache Advisors
California
$550K
BWP
850
BSW Wealth Partners
Colorado
$549K +$5.09K +11 +1%