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Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
1151
Baker Avenue Asset Management
California
$635K +$244K +1,613 +70%
MGWM
1152
Marks Group Wealth Management
Minnesota
$634K -$82.6K -545 -12%
WT
1153
Washington Trust
Rhode Island
$632K -$41.8K -276 -7%
PAM
1154
Paradigm Asset Management
New York
$631K +$591K +3,900 New
VCA
1155
Verdence Capital Advisors
Maryland
$631K -$20.8K -137 -3%
SDIC
1156
South Dakota Investment Council
South Dakota
$630K
CSI
1157
Cross Staff Investments
New York
$630K
BPWM
1158
Badgley Phelps Wealth Managers
Washington
$628K -$31.7K -209 -5%
MBT
1159
Montecito Bank & Trust
California
$628K -$2.73K -18 -0.5%
TIAA Trust, National Association
1160
TIAA Trust, National Association
North Carolina
$627K -$218K -1,437 -27%
SWGC
1161
Summit Wealth Group (Colorado)
Colorado
$626K +$242K +1,599 +71%
CST
1162
Charles Schwab Trust
Nevada
$626K +$94.7K +625 +19%
LSPW
1163
Lake Street Private Wealth
Illinois
$626K -$71.1K -469 -11%
WB
1164
Webster Bank
Connecticut
$625K
FM
1165
Foster & Motley
Ohio
$624K -$30.6K -202 -5%
MA
1166
MONECO Advisors
Connecticut
$623K +$2.42K +16 +0.4%
NHT
1167
New Hampshire Trust
New Hampshire
$620K -$11.4K -75 -2%
AP
1168
Appleton Partners
Massachusetts
$618K -$50.8K -335 -8%
SAM
1169
Sagewood Asset Management
New York
$617K +$85.2K +562 +17%
VCP
1170
Verus Capital Partners
Arizona
$616K -$30.8K -203 -5%
WJWM
1171
Williams Jones Wealth Management
New York
$616K +$95.2K +628 +20%
WWP
1172
Wise Wealth Partners
Arizona
$616K
ZIG
1173
Zuckerman Investment Group
Illinois
$615K
DO
1174
denkapparat Operations
Germany
$614K +$574K +3,790 New
CVM
1175
Cheviot Value Management
California
$613K -$110K -725 -16%