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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
626
Williams Jones Wealth Management
New York
$725K -$2.6K -13 -0.4%
PCA
627
Pallas Capital Advisors
Massachusetts
$722K – – –
AV
628
ASR Vermogensbeheer
Netherlands
$717K +$405K +2,021 +162%
MM
629
MQS Management
New York
$715K +$653K +3,258 New
FDCP
630
Foster Dykema Cabot & Partners
Massachusetts
$710K -$24K -120 -4%
JIC
631
Johnson Investment Counsel
Ohio
$710K +$17K +85 +3%
AC
632
AlphaCore Capital
California
$704K +$204K +1,017 +46%
BWP
633
Burling Wealth Partners
Illinois
$704K -$140K -699 -18%
BTWM
634
Baker Tilly Wealth Management
Wisconsin
$698K -$16.4K -82 -3%
1WA
635
180 Wealth Advisors
Washington
$691K +$337K +1,681 +115%
MA
636
MONECO Advisors
Connecticut
$691K -$1.2K -6 -0.2%
ERSOT
637
Employees Retirement System of Texas
Texas
$684K +$624K +3,116 New
SWM
638
SeaCrest Wealth Management
New York
$683K +$3.21K +16 +0.5%
WTB
639
Washington Trust Bank
Washington
$677K – – –
NSIM
640
North Star Investment Management
Illinois
$668K +$1.2K +6 +0.2%
FHC
641
First Horizon Corporation
Tennessee
$666K +$608K +3,032 New
CIM
642
Contravisory Investment Management
Massachusetts
$664K +$606K +3,025 New
SAM
643
Seelaus Asset Management
New Jersey
$661K -$15.4K -77 -2%
FCM
644
Fourpath Capital Management
Oklahoma
$658K -$46.1K -230 -7%
WA
645
Wealth Alliance
New York
$654K +$47.3K +236 +9%
HPBT
646
Hickory Point Bank & Trust
Illinois
$645K – – –
FB
647
Fulton Bank
Pennsylvania
$643K +$47.1K +235 +9%
GIA
648
Gateway Investment Advisers
Ohio
$628K – – –
CG
649
Clifford Group
Massachusetts
$624K -$28.1K -140 -5%
DAS
650
Diversify Advisory Services
Utah
$619K -$130K -647 -21%
24 25
26
27 28