Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
1026
Bar Harbor Trust Services
Maine
$1.33M +$1.26M +9,017 New
CQS
1027
Credential Qtrade Securities
$1.33M -$30.3K -216 -2%
MFT
1028
Moisand Fitzgerald Tamayo
Florida
$1.32M -$23.7K -169 -2%
IP
1029
Intellectus Partners
California
$1.32M -$5.46K -39 -0.4%
AWM
1030
Aberdeen Wealth Management
Illinois
$1.32M +$1.25M +8,957 New
BWAM
1031
Boyd Watterson Asset Management
Ohio
$1.32M -$323K -2,307 -21%
CCMG
1032
Clark Capital Management Group
Pennsylvania
$1.32M -$236K -1,683 -16%
TCM
1033
Telos Capital Management
California
$1.32M +$760K +5,426 +155%
TWM
1034
Torch Wealth Management
Ohio
$1.31M +$1.25M +8,916 New
BHBT
1035
Burke & Herbert Bank & Trust
Virginia
$1.31M +$333K +2,380 +37%
GT
1036
Greenleaf Trust
Michigan
$1.31M -$6.11M -43,618 -83%
S
1037
SignatureFD
Georgia
$1.3M +$269K +1,919 +28%
BAM
1038
Brave Asset Management
New Jersey
$1.29M – – –
CCP
1039
Corient Capital Partners
California
$1.29M +$253K +1,804 +26%
AWM
1040
Altium Wealth Management
New York
$1.27M +$29.4K +210 +2%
SM
1041
Southport Management
Wyoming
$1.27M +$1.21M +8,611 New
AWM
1042
Aries Wealth Management
Maine
$1.26M -$31K -221 -3%
BOTW
1043
Bank of the West
California
$1.26M -$179K -1,281 -13%
FA
1044
FDx Advisors
Illinois
$1.25M +$192K +1,371 +19%
Cetera Investment Advisers
1045
Cetera Investment Advisers
Illinois
$1.25M +$60.8K +434 +5%
S
1046
Seeyond
France
$1.25M -$90.3K -645 -7%
AT
1047
Arden Trust
Delaware
$1.25M +$14.6K +104 +1%
AAM
1048
Ascension Asset Management
New York
$1.24M -$16.7K -119 -1%
BPB
1049
Badgley, Phelps & Bell
Washington
$1.24M +$27.6K +197 +2%
BSA
1050
Braun Stacey Associates
New York
$1.24M – – –