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Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
776
Laurel Wealth Advisors (California)
California
$212K +$183K +9,699 New
WJWM
777
Williams Jones Wealth Management
New York
$211K -$26.5K -1,405 -13%
PFPT
778
Pinnacle Financial Partners (Tennessee)
Tennessee
$210K -$588K -31,154 -76%
BDS
779
Banco de Sabadell
Florida
$210K +$50.3K +2,666 +38%
RWB
780
RMR Wealth Builders
New Jersey
$210K +$181K +9,600 New
GD
781
Grandfield & Dodd
New York
$210K +$181K +9,605 New
PIM
782
Perpetual Investment Management
Australia
$208K +$179K +9,500 New
WT
783
Whittier Trust
California
$206K -$24.1K -1,275 -12%
Vanguard Personalized Indexing Management
784
Vanguard Personalized Indexing Management
California
$206K -$15K -794 -8%
JC
785
Jacobs & Co
California
$205K -$103K -5,454 -37%
PFSC
786
Peoples Financial Services Corp
Pennsylvania
$205K -$31.1K -1,650 -15%
CI
787
Clal Insurance
Israel
$204K
NIM
788
NuWave Investment Management
New Jersey
$204K +$171K +9,072 +3,240%
SCA
789
Snowden Capital Advisors
New York
$203K -$14.1K -745 -7%
BHWM
790
Bar Harbor Wealth Management
New Hampshire
$202K +$175K +9,261 New
MFW
791
Meristem Family Wealth
Minnesota
$200K +$173K +9,170 New
CBN
792
Cadence Bank NA
Texas
$200K +$173K +9,187 New
CA
793
Clearstead Advisors
Ohio
$198K -$166K -8,798 -49%
APA
794
American Portfolios Advisors
New York
$195K -$15K -797 -8%
AAM
795
Advisors Asset Management
Colorado
$194K -$1.2M -63,565 -88%
HPC
796
HM Payson & Co
Maine
$193K -$2.11K -112 -1%
MCM
797
Manchester Capital Management
Vermont
$193K
IRC
798
Investors Research Corp
Georgia
$192K -$23.1K -1,225 -12%
CG
799
Cutler Group
California
$189K -$801K -42,460 -83%
SFM
800
Systematic Financial Management
New Jersey
$181K