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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
776
Wealthspire Advisors (New York)
New York
$875K +$12.1K +121 +2%
DA
777
Doliver Advisors
Texas
$871K +$18.3K +183 +2%
PTC
778
Private Trust Company
Ohio
$870K -$105K -1,052 -12%
PI
779
PFG Investments
New York
$864K +$68.1K +681 +10%
FIC
780
FCG Investment Company
Tennessee
$864K +$749K +7,487 New
CCA
781
Cravens & Co Advisors
Tennessee
$862K -$19.4K -194 -3%
EPA
782
Element Pointe Advisors
Florida
$859K
BA
783
Bridgewater Associates
Connecticut
$857K -$127K -1,274 -15%
BBHC
784
Brown Brothers Harriman & Co
New York
$856K +$51.3K +513 +7%
AIM
785
Aigen Investment Management
New York
$856K +$202K +2,016 +37%
BP
786
BNP Paribas
France
$854K -$179K -1,793 -19%
CPC
787
Cookson Peirce & Co
Pennsylvania
$852K -$23.8M -237,862 -97%
CA
788
Clearstead Advisors
Ohio
$850K -$159K -1,588 -18%
CE
789
Cornerstone Enterprises
Wisconsin
$849K +$257K +2,569 +54%
LWAM
790
Legacy Wealth Asset Management
Minnesota
$848K -$16.5K -165 -2%
AF
791
Advisornet Financial
Minnesota
$848K +$153K +1,528 +26%
FT
792
Fiduciary Trust
Massachusetts
$847K +$6.4K +64 +0.9%
EFG
793
Everhart Financial Group
Ohio
$844K -$10K -100 -1%
GAM
794
Grandview Asset Management
Pennsylvania
$831K -$41.4K -414 -5%
DILIC
795
Dai-ichi Life Insurance Company
Japan
$831K +$720K +7,200 New
FBB
796
Fulton Breakefield Broenniman
Maryland
$825K +$72.7K +727 +11%
SWP
797
Sagespring Wealth Partners
Tennessee
$824K -$6.5K -65 -0.9%
EW
798
Evoke Wealth
California
$823K +$9K +90 +1%
SC
799
Syon Capital
California
$821K -$33.3K -333 -4%
SW
800
SlateStone Wealth
Florida
$817K