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Name Holding Trade Value Shares
Change
Change in
Stake
GLAM
876
Gardner Lewis Asset Management
Pennsylvania
$645K
PW
877
PUREfi Wealth
Massachusetts
$644K +$62.5K +625 +13%
GAMC
878
Garner Asset Management Corp
Texas
$644K -$48K -480 -8%
Prudential Financial
879
Prudential Financial
New Jersey
$642K -$3.58M -35,821 -87%
SH
880
SLT Holdings
Arizona
$640K
KWS
881
Keystone Wealth Services
California
$639K +$4K +40 +0.7%
FFM
882
Forum Financial Management
Illinois
$637K -$126K -1,264 -19%
FWP
883
FAS Wealth Partners
Kansas
$627K -$88K -880 -14%
IFA
884
Index Fund Advisors
California
$626K +$542K +5,423 New
RCG
885
Regatta Capital Group
California
$625K +$63K +630 +13%
FHA
886
First Horizon Advisors
Tennessee
$624K -$98.8K -988 -15%
CCM
887
Coldstream Capital Management
Washington
$624K +$16.9K +169 +3%
LA
888
LexAurum Advisors
Kansas
$623K -$32.2K -322 -6%
GL
889
Graypoint LLC
New York
$621K
WT
890
Whittier Trust
California
$620K +$10.6K +106 +2%
Lazard Asset Management
891
Lazard Asset Management
New York
$617K +$228K +2,281 +74%
BHPW
892
Beverly Hills Private Wealth
California
$617K -$85.6K -856 -14%
WAG
893
Winthrop Advisory Group
Massachusetts
$617K +$2.5K +25 +0.5%
RW
894
Rede Wealth
Virginia
$613K
EB
895
Eastern Bank
Massachusetts
$611K -$6.4K -64 -1%
UB
896
UMB Bank
Missouri
$610K +$86.9K +869 +20%
OWMIAS
897
One Wealth Management Investment & Advisory Services
Florida
$596K +$100 +1 +0%
SAG
898
SageView Advisory Group
California
$596K -$13.8K -138 -3%
Fiera Capital (Canada)
899
Fiera Capital (Canada)
Quebec, Canada
$594K -$64.7K -647 -11%
CPBTD
900
Central Pacific Bank - Trust Division
Hawaii
$592K +$1.2K +12 +0.2%