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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
1201
WhitTier Trust Company
Nevada
$2.67M +$1.3M +5,160 +88%
GFP
1202
Gryphon Financial Partners
Ohio
$2.67M +$1.74M +6,902 +169%
EWM
1203
Evercore Wealth Management
New York
$2.66M +$32.1K +127 +1%
SP
1204
SWS Partners
Ohio
$2.66M +$258K +1,022 +10%
PJSIMP
1205
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.64M +$103K +407 +4%
SWA
1206
SOA Wealth Advisors
New York
$2.64M +$2.44M +9,670 +809%
KIC
1207
Kensington Investment Counsel
California
$2.64M -$52.3K -207 -2%
RAM
1208
Riggs Asset Management
Pennsylvania
$2.63M -$145K -573 -5%
XSC
1209
X-Square Capital
Puerto Rico
$2.63M -$381K -1,508 -12%
GCC
1210
Guardian Capital (Canada)
Ontario, Canada
$2.62M +$176K +698 +7%
IB
1211
Intrust Bank
Kansas
$2.61M -$62.1K -246 -2%
IC
1212
Intersect Capital
California
$2.61M +$195K +774 +8%
TIA
1213
Tandem Investment Advisors
South Carolina
$2.61M -$665K -2,635 -20%
OCA
1214
Otter Creek Advisors
Florida
$2.6M +$177K +700 +7%
AWA
1215
Arkadios Wealth Advisors
Georgia
$2.6M +$631K +2,498 +30%
KJWM
1216
Kiley Juergens Wealth Management
Washington
$2.59M +$7.83K +31 +0.3%
JIC
1217
Johnson Investment Counsel
Ohio
$2.58M +$309K +1,224 +13%
ACM
1218
AlphaCrest Capital Management
New York
$2.58M +$1.32M +5,243 +97%
Carson Wealth (CWM LLC)
1219
Carson Wealth (CWM LLC)
Nebraska
$2.58M – – –
RAM
1220
Redmond Asset Management
Virginia
$2.56M +$5.05K +20 +0.2%
SFP
1221
Shepherd Financial Partners
Massachusetts
$2.56M +$7.07K +28 +0.3%
CAL
1222
Capital Analysts LLC
Pennsylvania
$2.54M +$138K +545 +5%
SC
1223
Sepio Capital
Utah
$2.54M -$1.42M -5,625 -35%
BRA
1224
Blue Rock Advisors
Minnesota
$2.52M +$2.62M +10,391 New
PFT
1225
Providence First Trust
Arizona
$2.52M +$2.62M +10,361 New