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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
Silvercrest Asset Management
New York
$391K
AEPWM
627
Atlantic Edge Private Wealth Management
Florida
$387K
VCM
628
Violich Capital Management
California
$383K
RP
629
Riverwater Partners
Wisconsin
$383K -$180K -1,828 -32%
BWP
630
BSW Wealth Partners
Colorado
$380K -$67.1K -680 -15%
SIA
631
Strategic Investment Advisors
Michigan
$375K -$18.8K -191 -5%
PIM
632
Penobscot Investment Management
Massachusetts
$374K
RBI
633
Raiffeisen Bank International
Austria
$372K -$206K -2,086 -36%
FCP
634
Fidelis Capital Partners
Florida
$371K +$1.28K +13 +0.3%
TPCW
635
TD Private Client Wealth
New York
$370K +$52.2K +529 +16%
CI
636
Conning Inc
Connecticut
$364K
ACMA
637
Arbor Capital Management (Alaska)
Alaska
$363K
NG
638
Norden Group
Utah
$363K +$21.4K +217 +6%
RMP
639
Richards, Merrill & Peterson
Washington
$359K +$7.59K +77 +2%
PPWP
640
Premier Path Wealth Partners
New Jersey
$358K +$21.1K +214 +6%
FIA
641
Foundations Investment Advisors
Arizona
$358K +$10.7K +108 +3%
EWA
642
EverSource Wealth Advisors
Alabama
$353K -$18.4K -187 -5%
CAG
643
Crestwood Advisors Group
Massachusetts
$353K +$29.6K +300 +9%
CAM
644
Cidel Asset Management
Ontario, Canada
$350K +$13.1K +133 +4%
CI
645
Corient IA
Florida
$344K
BAM
646
Bellevue Asset Management
Washington
$342K +$296 +3 +0.1%
SFS
647
Stiles Financial Services
Minnesota
$341K +$62.4K +633 +22%
VWM
648
Venturi Wealth Management
Texas
$339K -$174K -1,762 -34%
PMSA
649
Patrick M. Sweeney & Associates
Illinois
$339K +$99 +1 +0%
RWP
650
RWA Wealth Partners
Massachusetts
$338K