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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
651
Aaron Wealth Advisors
Illinois
$409K +$423K +8,214 New
CLOS
652
Compagnie Lombard Odier SCmA
Switzerland
$407K +$421K +8,179 New
CRC
653
Curi RMB Capital
Illinois
$406K -$56.4K -1,094 -12%
SFO
654
Stokes Family Office
Louisiana
$403K +$28.4K +551 +7%
CG
655
Cutler Group
California
$401K +$416K +8,075 New
Lido Advisors
656
Lido Advisors
California
$400K -$644K -12,494 -61%
LWM
657
Laidlaw Wealth Management
New York
$400K -$225K -4,370 -35%
RMAM
658
Raab & Moskowitz Asset Management
New Jersey
$399K -$123K -2,385 -23%
VDI
659
Vaughan David Investments
Illinois
$399K
SJIM
660
St. Johns Investment Management
Florida
$398K +$50.4K +978 +14%
CCFCSB
661
Cape Cod Five Cents Savings Bank
Massachusetts
$392K
DAS
662
Dynamic Advisor Solutions
Arizona
$392K +$16.7K +325 +4%
CWP
663
Curated Wealth Partners
California
$391K -$71.8K -1,394 -15%
FTC
664
Farmers Trust Company
Ohio
$390K
MA
665
Montag & Associates
Georgia
$387K -$61.8K -1,200 -13%
WHG
666
Westwood Holdings Group
Texas
$387K -$18.7K -363 -4%
CT
667
Cambridge Trust
Massachusetts
$387K -$4.33K -84 -1%
GW
668
GW & Wade
Massachusetts
$387K +$62.8K +1,219 +19%
MA
669
MBA Advisors
Pennsylvania
$383K -$3.35K -65 -0.8%
GFP
670
Gryphon Financial Partners
Ohio
$383K +$396K +7,691 New
SN
671
Sittner & Nelson
Oregon
$382K
FFA
672
Founders Financial Alliance
North Carolina
$380K +$103K +2,007 +36%
HDIM
673
Hanson & Doremus Investment Management
Vermont
$379K -$46.6K -905 -11%
HL
674
HeadInvest LLC
Maine
$376K -$51.5K -1,000 -12%
AIM
675
Alhambra Investment Management
Florida
$376K