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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
HA
626
Harbor Advisors
Florida
$7.14M – – –
GAM
627
Groupama Asset Management
France
$7.13M -$92K -186 -1%
BPWM
628
Badgley Phelps Wealth Managers
Washington
$7.12M +$1.3M +2,627 +24%
MPIA
629
Mountain Pacific Investment Advisers
Idaho
$7.02M -$243K -492 -4%
Carson Wealth (CWM LLC)
630
Carson Wealth (CWM LLC)
Nebraska
$7.01M -$95.5K -193 -1%
FNT
631
First National Trust
Pennsylvania
$6.98M -$7.92K -16 -0.1%
IAA
632
Independent Advisor Alliance
North Carolina
$6.97M -$9.4K -19 -0.1%
Group One Trading
633
Group One Trading
Illinois
$6.97M -$537K -1,085 -8%
MAM
634
Mirabaud Asset Management
United Kingdom
$6.92M -$967K -1,955 -13%
KAS
635
Kestra Advisory Services
Texas
$6.9M +$178K +359 +3%
NRG
636
Nemes Rush Group
Michigan
$6.89M -$65.8K -133 -1%
SIM
637
Sterling Investment Management
Arizona
$6.88M +$704K +1,422 +12%
AMM
638
American Money Management
California
$6.88M +$387K +783 +6%
FFA
639
Farther Finance Advisors
California
$6.88M +$3.9M +7,874 +149%
NSAM
640
North Star Asset Management
Wisconsin
$6.87M +$2.68M +5,422 +70%
BZWA
641
Blue Zone Wealth Advisors
California
$6.87M +$106K +214 +2%
DILIC
642
Dai-ichi Life Insurance Company
Japan
$6.83M -$427K -862 -6%
CA
643
Clearstead Advisors
Ohio
$6.83M +$82.1K +166 +1%
CAM
644
Clio Asset Management
Virginia
$6.83M -$30.2K -61 -0.5%
CIA
645
Choate Investment Advisors
Massachusetts
$6.68M -$117K -236 -2%
LGWM
646
Litman Gregory Wealth Management
California
$6.66M -$1.98K -4 -0%
ST
647
Sentinel Trust
Texas
$6.65M – – –
MSE
648
MUFG Securities EMEA
United Kingdom
$6.64M -$10M -20,272 -61%
PAS
649
Park Avenue Securities
New York
$6.64M -$1.48M -2,984 -19%
BCM
650
BTC Capital Management
Iowa
$6.6M -$141K -285 -2%