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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1151
Advisors Capital Management
New Jersey
$645K -$497K -3,276 -45%
JGUA
1152
John G. Ullman & Associates
New York
$641K +$9.09K +60 +2%
SWM
1153
Sendero Wealth Management
Texas
$640K +$5.15K +34 +0.9%
CPW
1154
Cove Private Wealth
New York
$640K +$56.8K +375 +10%
FWM
1155
Forza Wealth Management
Florida
$638K -$255K -1,683 -30%
TWP
1156
Triad Wealth Partners
Kansas
$635K +$257K +1,693 +89%
BAAM
1157
Baker Avenue Asset Management
California
$635K +$244K +1,613 +70%
MGWM
1158
Marks Group Wealth Management
Minnesota
$634K -$82.6K -545 -12%
WT
1159
Washington Trust
Rhode Island
$632K -$41.8K -276 -7%
PAM
1160
Paradigm Asset Management
New York
$631K +$591K +3,900 New
VCA
1161
Verdence Capital Advisors
Maryland
$631K -$20.8K -137 -3%
SDIC
1162
South Dakota Investment Council
South Dakota
$630K – – –
CSI
1163
Cross Staff Investments
New York
$630K – – –
BPWM
1164
Badgley Phelps Wealth Managers
Washington
$628K -$31.7K -209 -5%
MBT
1165
Montecito Bank & Trust
California
$628K -$2.73K -18 -0.5%
TIAA Trust, National Association
1166
TIAA Trust, National Association
North Carolina
$627K -$218K -1,437 -27%
SWGC
1167
Summit Wealth Group (Colorado)
Colorado
$626K +$242K +1,599 +71%
CST
1168
Charles Schwab Trust
Nevada
$626K +$94.7K +625 +19%
LSPW
1169
Lake Street Private Wealth
Illinois
$626K -$71.1K -469 -11%
WB
1170
Webster Bank
Connecticut
$625K – – –
FM
1171
Foster & Motley
Ohio
$624K -$30.6K -202 -5%
MA
1172
MONECO Advisors
Connecticut
$623K +$2.42K +16 +0.4%
NHT
1173
New Hampshire Trust
New Hampshire
$620K -$11.4K -75 -2%
AP
1174
Appleton Partners
Massachusetts
$618K -$50.8K -335 -8%
SAM
1175
Sagewood Asset Management
New York
$617K +$85.2K +562 +17%