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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
651
Lombard Odier Asset Management (Europe)
United Kingdom
$597K – – –
WIA
652
Wealthstreet Investment Advisors
Texas
$592K – – –
IIC
653
Ironwood Investment Counsel
Arizona
$586K – – –
MAFM
654
Mid Atlantic Financial Management
Pennsylvania
$583K -$132K -603 -19%
SF
655
Synovus Financial
Georgia
$582K +$520K +2,379 +1,375%
BAM
656
Belpointe Asset Management
Nevada
$578K -$420K -1,922 -43%
TAM
657
Trillium Asset Management
Massachusetts
$578K +$73.6K +337 +15%
SPIA
658
Steward Partners Investment Advisory
New York
$575K +$227K +1,039 +70%
ACA
659
Aptus Capital Advisors
Alabama
$569K – – –
BFA
660
Beaumont Financial Advisors
Massachusetts
$569K +$545K +2,496 New
CG
661
Colony Group
Massachusetts
$563K – – –
SW
662
SVB Wealth
Massachusetts
$558K +$218 +1 +0%
Federated Hermes
663
Federated Hermes
Pennsylvania
$557K -$191K -875 -26%
FA
664
FMA Advisory
Pennsylvania
$556K -$105K -480 -16%
JLBC
665
J.L. Bainbridge & Co
Florida
$548K -$64.9K -297 -11%
IIM
666
Intact Investment Management
Quebec, Canada
$547K -$65.5K -300 -11%
BFS
667
Bradley Foster & Sargent
Connecticut
$544K – – –
WS
668
Wedbush Securities
California
$544K +$4.15K +19 +0.8%
MCM
669
McKinley Capital Management
Alaska
$541K -$166K -759 -24%
WP
670
WealthShield Partners
North Carolina
$541K +$209K +958 +68%
CAM
671
Close Asset Management
United Kingdom
$540K – – –
TFA
672
Transamerica Financial Advisors
Florida
$536K +$514K +2,353 New
LWCFA
673
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$535K – – –
RCAG
674
Rehmann Capital Advisory Group
Michigan
$531K -$1.31K -6 -0.3%
IDBONY
675
Israel Discount Bank of New York
New York
$527K +$47K +215 +10%