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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1001
Avalon Capital Management
California
$288K
H
1002
HoyleCohen
California
$288K
PHS
1003
Pekin Hardy Strauss
Illinois
$288K
TI
1004
Truehand Inc
New Hampshire
$288K
TC
1005
Trust Company
Kansas
$288K
ALAM
1006
Asahi Life Asset Management
Japan
$287K -$222K -630 -44%
MCG
1007
MACRO Consulting Group
New Jersey
$287K -$22.2K -63 -7%
FG
1008
Fiduciary Group
Georgia
$287K
CBFP
1009
Cedar Brook Financial Partners
Ohio
$281K -$1.06K -3 -0.4%
HS
1010
Haafor (Singapore)
Singapore
$280K -$252K -714 -48%
KWM
1011
Keebeck Wealth Management
Illinois
$279K +$21.2K +60 +8%
RZH
1012
Relyea Zuckerberg Hanson
Connecticut
$278K
MFG
1013
Magnus Financial Group
New York
$275K -$98.4K -279 -27%
DWM
1014
Dorchester Wealth Management
Quebec, Canada
$270K -$52.9K -150 -17%
VCM
1015
Violich Capital Management
California
$270K -$35.3K -100 -12%
SB
1016
Strategic Blueprint
Georgia
$265K
FI
1017
Fosun International
China
$264K -$35.6K -101 -12%
CIS
1018
Capital International Sarl
California
$260K
BL
1019
Balentine LLC
Georgia
$260K +$30K +85 +13%
VC
1020
Vicus Capital
Pennsylvania
$259K
GBT
1021
Grove Bank & Trust
Florida
$258K -$9.53K -27 -4%
CIA
1022
CSat Investment Advisory
Michigan
$258K +$21.2K +60 +9%
FNBT
1023
FineMark National Bank & Trust
Florida
$257K
IIM
1024
Ipswich Investment Management
Massachusetts
$256K +$21.2K +60 +9%
SHGA
1025
Sand Hill Global Advisors
California
$253K -$1.41K -4 -0.6%