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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
926
Cyndeo Wealth Partners
Florida
$1.03M -$5.55K -36 -0.5%
HIC
927
Holderness Investments Company
North Carolina
$1.02M -$1.85K -12 -0.2%
SAG
928
SageView Advisory Group
California
$1.02M +$14.3K +93 +1%
FFBTD
929
First Financial Bank - Trust Division
Ohio
$1.01M -$24.5K -159 -2%
FRA
930
Frank Rimerman Advisors
California
$1.01M -$3.24K -21 -0.3%
RSWM
931
Robertson Stephens Wealth Management
California
$1.01M +$123K +798 +14%
MMHP
932
Murphy Middleton Hinkle & Parker
Georgia
$1M +$617 +4 +0.1%
TTWM
933
TCV Trust & Wealth Management
Virginia
$997K
SL
934
Sentinus LLC
Illinois
$996K -$27.9K -181 -3%
EWM
935
Empirical Wealth Management
Washington
$994K +$133K +862 +16%
BC
936
Broadwater Capital
Massachusetts
$993K -$149M -967,936 -99%
BMWS
937
Brady Martz Wealth Solutions
North Dakota
$991K
CSP
938
Cary Street Partners
Virginia
$989K -$11.1K -72 -1%
BHBT
939
Burke & Herbert Bank & Trust
Virginia
$989K -$17K -110 -2%
WTB
940
Washington Trust Bank
Washington
$986K -$5.24K -34 -0.5%
SWM
941
SeaCrest Wealth Management
New York
$986K -$143K -929 -13%
TCA
942
Transcend Capital Advisors
New Jersey
$983K +$76.9K +499 +9%
Aristotle Capital Management
943
Aristotle Capital Management
California
$980K
ACM
944
Advisors Capital Management
New Jersey
$979K +$973K +6,311 New
HIP
945
HUB Investment Partners
Texas
$979K +$357K +2,316 +58%
PMWMG
946
Parr McKnight Wealth Management Group
Minnesota
$975K +$154 +1 +0%
EWM
947
Elite Wealth Management
Washington
$972K +$965K +6,261 New
SCM
948
Shelton Capital Management
Colorado
$971K -$9.56K -62 -1%
HA
949
Herold Advisors
New York
$970K -$33.8K -219 -3%
FDS
950
First Dallas Securities
Texas
$969K -$92.5K -600 -9%