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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1376
Plante Moran Financial Advisors
Michigan
$199K +$11.7K +114 +6%
OWP
1377
ORG Wealth Partners
Texas
$196K +$81K +792 +68%
ATC
1378
Adirondack Trust Company
New York
$194K
CCC
1379
Chelsea Counsel Company
California
$189K
Lazard Asset Management
1380
Lazard Asset Management
New York
$188K -$278K -2,716 -59%
MCM
1381
MV Capital Management
Maryland
$184K -$409 -4 -0.2%
CH
1382
Cromwell Holdings
Wyoming
$183K
TLA
1383
Tanglewood Legacy Advisors
Texas
$182K -$5.12K -50 -3%
AssetMark Inc
1384
AssetMark Inc
California
$181K +$55.7K +545 +43%
DIP
1385
DT Investment Partners
Pennsylvania
$180K
ST
1386
Smithfield Trust
Pennsylvania
$178K
HFM
1387
Hartford Financial Management
Connecticut
$175K +$716 +7 +0.4%
AIM
1388
Acropolis Investment Management
Missouri
$172K +$511 +5 +0.3%
EPW
1389
Evergreen Private Wealth
Colorado
$171K +$102 +1 +0.1%
BWAM
1390
Boyd Watterson Asset Management
Ohio
$167K
IHWM
1391
Iron Horse Wealth Management
Iowa
$163K
HPC
1392
HM Payson & Co
Maine
$161K -$16K -156 -9%
FIM
1393
FWL Investment Management
Texas
$161K
CA
1394
Continuum Advisory
Idaho
$159K +$15K +147 +10%
JWA
1395
JFS Wealth Advisors
Pennsylvania
$155K -$102 -1 -0.1%
YDMI
1396
Y.D. More Investments
Israel
$154K -$30.2K -295 -16%
Federated Hermes
1397
Federated Hermes
Pennsylvania
$153K -$2.76K -27 -2%
PCTC
1398
Perkins Coie Trust Company
Washington
$151K
PAM
1399
Paradigm Asset Management
New York
$151K +$153K +1,500 New
GEA
1400
Glen Eagle Advisors
New Jersey
$150K