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Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Clearstead Advisors
Ohio
$545K -$20.4K -233 -4%
MA
627
MJP Associates
Connecticut
$543K +$10.9K +125 +2%
QCG
628
Quadrant Capital Group
Ohio
$543K +$16.5K +189 +3%
FP
629
Financial Perspectives
Minnesota
$540K +$2.98K +34 +0.6%
BOH
630
Bank of Hawaii
Hawaii
$540K +$72.5K +828 +16%
WA1
631
Wimmer Associates 1
California
$538K +$3.06K +35 +0.6%
GP
632
Greenline Partners
New York
$537K
SAM
633
Sompo Asset Management
Japan
$536K
AAS
634
Ameritas Advisory Services
Nebraska
$534K +$533K +6,086 New
SCTC
635
Sanibel Captiva Trust Company
Florida
$531K
PCM
636
Pointe Capital Management
Michigan
$530K +$5.16K +59 +1%
SWP
637
Sagespring Wealth Partners
Tennessee
$528K +$527K +6,021 New
SC
638
Searle & Co
Connecticut
$526K
CAM
639
Cresset Asset Management
Illinois
$523K -$2.49M -28,468 -83%
CPIG
640
Chicago Partners Investment Group
Illinois
$520K +$963 +11 +0.2%
PFM
641
Potomac Fund Management
Florida
$515K +$514K +5,872 New
VHAM
642
Van Hulzen Asset Management
California
$514K +$30.6K +350 +6%
DWP
643
Daymark Wealth Partners
Ohio
$511K +$18.6K +212 +4%
CAM
644
Chesapeake Asset Management
New York
$509K -$350 -4 -0.1%
JF
645
Jump Financial
Illinois
$509K -$894K -10,218 -64%
CT
646
Colonial Trust
South Carolina
$506K +$43.8K +501 +10%
AFW
647
Avantra Family Wealth
Pennsylvania
$502K +$500K +5,719 New
RT
648
Rockland Trust
Massachusetts
$501K -$61.5K -703 -11%
SC
649
Sepio Capital
Utah
$500K +$4.9K +56 +1%
PS
650
Presima Securities
Quebec, Canada
$496K