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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
626
Portside Wealth Group
Utah
$957K +$31.5K +378 +3%
SCA
627
Snowden Capital Advisors
New York
$955K -$12.1K -145 -1%
EF
628
Empowered Funds
Pennsylvania
$950K +$99.8K +1,199 +12%
AIM
629
Aigen Investment Management
New York
$945K +$358K +4,308 +60%
JWBC
630
J.W. Burns & Co
New York
$942K -$52K -625 -5%
Lazard Asset Management
631
Lazard Asset Management
New York
$938K -$4.84M -58,191 -84%
IIM
632
Intact Investment Management
Quebec, Canada
$933K +$200K +2,400 +27%
HWP
633
Highline Wealth Partners
California
$931K +$1.5K +18 +0.2%
BBHC
634
Brown Brothers Harriman & Co
New York
$925K +$12.8K +154 +1%
PT
635
Plimoth Trust
Massachusetts
$919K – – –
SWA
636
Stratos Wealth Advisors
Ohio
$919K -$11.2K -134 -1%
FFA
637
Farther Finance Advisors
California
$917K +$29.7K +357 +3%
FTWA
638
Fifth Third Wealth Advisors
Ohio
$914K +$123K +1,474 +15%
XT
639
XTX Topco
Cayman Islands
$914K -$3.5M -42,095 -79%
CB
640
Cadence Bank
Mississippi
$900K -$4.66K -56 -0.5%
PIM
641
Penobscot Investment Management
Massachusetts
$897K -$6.24K -75 -0.7%
UAS
642
United Asset Strategies
New York
$895K +$9.98K +120 +1%
AF
643
Allworth Financial
California
$881K +$456K +5,481 +114%
BP
644
Ballentine Partners
Massachusetts
$881K +$98.1K +1,179 +12%
SBCM
645
Silverberg Bernstein Capital Management
New York
$880K -$291K -3,500 -25%
MA
646
Montag & Associates
Georgia
$879K -$99.9K -1,200 -10%
LA
647
LVW Advisors
New York
$876K -$136K -1,631 -13%
JIC
648
Johnson Investment Counsel
Ohio
$871K +$17.2K +207 +2%
HP
649
Hikari Power
Japan
$866K – – –
GC
650
Grimes & Company
Massachusetts
$863K -$16.7K -201 -2%