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Name Holding Trade Value Shares
Change
Change in
Stake
BUB
501
BBVA USA Bancshares
Texas
$896K -$19.4K -184 -2%
BRWA
502
B. Riley Wealth Advisors
Florida
$894K +$83.9K +795 +11%
SIC
503
Schwartz Investment Counsel
Michigan
$890K -$21.1K -200 -2%
DWA
504
Douglass Winthrop Advisors
New York
$888K +$633 +6 +0.1%
JFL
505
Jarislowsky, Fraser Ltd
Quebec, Canada
$878K
GBA
506
Garrison Bradford & Associates
New York
$873K -$52.7K -500 -6%
CWM
507
Confluence Wealth Management
Oregon
$867K +$6.86K +65 +0.8%
WDA
508
Wendell David Associates
New Hampshire
$857K -$42.2K -400 -5%
GH
509
GAM Holding
Switzerland
$841K -$2.5M -23,725 -76%
PHK
510
Point72 Hong Kong
Hong Kong
$841K +$459K +4,351 +132%
PGWM
511
Parisi Gray Wealth Management
New Jersey
$838K
RA
512
Rational Advisors
New York
$834K -$786K -7,454 -50%
HCM
513
HMS Capital Management
Tennessee
$832K -$17.1K -162 -2%
Federated Hermes
514
Federated Hermes
Pennsylvania
$831K -$858K -8,138 -52%
RMC
515
Resources Management Corp
Connecticut
$819K +$786K +7,456 New
ACS
516
Archford Capital Strategies
Illinois
$812K -$16.1K -153 -2%
MML Investors Services
517
MML Investors Services
Massachusetts
$810K -$584K -5,537 -43%
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$809K +$11.1K +105 +1%
FNBT
519
FineMark National Bank & Trust
Florida
$806K +$25K +237 +3%
SLG
520
Stanley-Laman Group
Pennsylvania
$804K -$63.8K -605 -8%
BP
521
Ballentine Partners
Massachusetts
$798K +$18.5K +175 +2%
PTC
522
Private Trust Company
Ohio
$793K +$3.16K +30 +0.4%
ACM
523
AlphaStar Capital Management
North Carolina
$791K +$33.8K +320 +5%
HAM
524
Highstreet Asset Management
Ontario, Canada
$790K +$758K +7,190 New
TAM
525
Tocqueville Asset Management
New York
$785K