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Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
426
Truist Financial
North Carolina
$558K -$259K -9,936 -33%
HWAM
427
Hennion & Walsh Asset Management
New Jersey
$543K -$6.96K -267 -1%
WWM
428
Whalen Wealth Management
Nevada
$540K +$66.3K +2,543 +15%
CCIA
429
Cherry Creek Investment Advisors
Colorado
$540K +$306K +11,741 +153%
BBHC
430
Brown Brothers Harriman & Co
New York
$537K – – –
CG
431
Clifford Group
Massachusetts
$528K +$495K +18,986 New
PWS
432
Peloton Wealth Strategists
Indiana
$523K +$78.2K +3,000 +19%
ICM
433
Intrepid Capital Management
Florida
$509K – – –
MC
434
Machina Capital
France
$503K +$472K +18,093 New
TI
435
Tidal Investments
Wisconsin
$503K +$114K +4,372 +32%
GWM
436
Geneos Wealth Management
Colorado
$498K +$70.4K +2,700 +18%
ECM
437
Everence Capital Management
Indiana
$497K +$144K +5,504 +45%
CICI
438
Capital Investment Counsel Inc
North Carolina
$495K – – –
Envestnet Portfolio Solutions
439
Envestnet Portfolio Solutions
Illinois
$495K -$48.6K -1,862 -9%
PA
440
Pinnacle Associates
New York
$493K -$55.8K -2,138 -11%
TVPW
441
Third View Private Wealth
Connecticut
$491K +$190K +7,291 +70%
IWM
442
IHT Wealth Management
Illinois
$488K +$33.5K +1,284 +8%
TWM
443
Trevian Wealth Management
Massachusetts
$486K – – –
TCPG
444
Trivant Custom Portfolio Group
California
$486K +$25.8K +989 +6%
EOJOAM
445
E. Ohman J:or Asset Management
Sweden
$484K – – –
ASN
446
Advisory Services Network
Georgia
$483K +$241K +9,228 +113%
PCM
447
Polymer Capital Management
New York
$482K -$301K -11,548 -40%
FRM
448
Fox Run Management
Connecticut
$470K +$28.2K +1,083 +7%
EC
449
Enhancing Capital
Pennsylvania
$469K – – –
EWP
450
Elevation Wealth Partners
California
$466K +$55.1K +2,113 +14%