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Name Holding Trade Value Shares
Change
Change in
Stake
WI
551
Wahed Invest
New York
$774K +$95.3K +740 +13%
EWM
552
Empirical Wealth Management
Washington
$773K -$10.6K -82 -1%
CCMW
553
Cypress Capital Management (Wyoming)
Wyoming
$770K -$22.5K -175 -3%
CWM
554
Congress Wealth Management
Massachusetts
$769K +$822K +6,380 New
PNC
555
Park National Corp
Ohio
$769K -$2.45K -19 -0.3%
CA
556
Cullinan Associates
Kentucky
$766K
AWS
557
Atria Wealth Solutions
New York
$766K +$59K +458 +8%
PFS
558
Physicians Financial Services
North Carolina
$762K +$433K +3,360 +113%
CIM
559
CIM Investment Management
Pennsylvania
$761K -$515 -4 -0.1%
FMB
560
Field & Main Bank
Kentucky
$759K -$22.3K -173 -3%
TS
561
TradeWell Securities
Indiana
$751K +$804K +6,239 New
VBWMG
562
Von Berge Wealth Management Group
California
$749K
SLI
563
Sumitomo Life Insurance
Japan
$747K +$8.25K +64 +1%
Dodge & Cox
564
Dodge & Cox
California
$746K
BMSSC
565
B. Metzler seel. Sohn & Co
Germany
$740K -$20.7K -161 -3%
GCM
566
GKV Capital Management
California
$740K -$19.3K -150 -2%
BFG
567
Bouchey Financial Group
New York
$738K +$1.55K +12 +0.2%
NB
568
NBT Bank
New York
$735K -$21K -163 -3%
HIMS
569
Hager Investment Management Services
New Hampshire
$727K +$88.3K +685 +13%
BDPWM
570
Barnes Dennig Private Wealth Management
Ohio
$727K +$779K +6,044 New
SCA
571
Snowden Capital Advisors
New York
$726K +$78.6K +610 +11%
SC
572
SouthState Corp
Florida
$722K -$41.5K -322 -5%
PA
573
Profund Advisors
Maryland
$719K +$106K +820 +16%
PFS
574
Prospera Financial Services
Texas
$718K -$17.9K -139 -2%
Capital International Investors
575
Capital International Investors
California
$718K +$129 +1 +0%