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Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
1551
Fayez Sarofim & Co
Texas
$258K – – –
HNW
1552
High Note Wealth
Minnesota
$257K +$3.53K +42 +1%
ASBI
1553
American State Bank (Iowa)
Iowa
$257K -$589 -7 -0.2%
SAM
1554
Secure Asset Management
Michigan
$257K +$253K +3,012 New
Cohen & Steers
1555
Cohen & Steers
New York
$257K +$12.2K +145 +5%
EMAM
1556
Encompass More Asset Management
California
$257K +$253K +3,008 New
LA
1557
LexAurum Advisors
Kansas
$256K +$8.49K +101 +3%
PCM
1558
PAR Capital Management
Massachusetts
$256K +$252K +3,000 New
CA
1559
Centerpoint Advisors
Massachusetts
$256K +$252 +3 +0.1%
FNBSF
1560
First National Bank Sioux Falls
South Dakota
$256K – – –
WAL
1561
W Advisors LLC
Tennessee
$255K – – –
SWMP
1562
Signature Wealth Management Partners
New Jersey
$255K – – –
AF
1563
Arrow Financial
New York
$255K – – –
WBG
1564
Wharton Business Group
Pennsylvania
$254K – – –
GPWM
1565
Grant Private Wealth Management
California
$254K +$250K +2,972 New
CFA
1566
CWS Financial Advisors
Michigan
$252K – – –
FFS
1567
Fischer Financial Services
Pennsylvania
$252K +$248K +2,947 New
TFCP
1568
Twin Focus Capital Partners
Massachusetts
$250K -$6.05K -72 -2%
CCG
1569
Catalina Capital Group
California
$249K +$24.6K +292 +11%
CPA
1570
Cardiff Park Advisors
California
$249K -$24.7K -294 -9%
RWP
1571
Revolve Wealth Partners
New Jersey
$248K +$245K +2,910 New
EB
1572
Eastern Bank
Massachusetts
$248K -$91.1K -1,084 -27%
WKWM
1573
Walter & Keenan Wealth Management
Indiana
$248K +$2.19K +26 +0.9%
KWM
1574
Koa Wealth Management
California
$248K – – –
OPW
1575
Osprey Private Wealth
New York
$248K – – –