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Name Holding Trade Value Shares
Change
Change in
Stake
GC
426
Grimes & Company
Massachusetts
$296K -$24.4K -1,170 -7%
MCM
427
MAI Capital Management
Ohio
$295K -$13.7K -660 -4%
AWE
428
Avidian Wealth Enterprises
Texas
$293K -$32.8K -1,575 -9%
ML
429
McAdam LLC
Pennsylvania
$293K +$4.06K +195 +1%
SAM
430
SP Asset Management
California
$291K
DBT
431
Dubuque Bank & Trust
Iowa
$291K +$306K +14,715 +824%
RIM
432
Regent Investment Management
Kentucky
$287K -$33.1K -1,590 -9%
GRP
433
Global Retirement Partners
California
$285K
WAM
434
Wealthspire Advisors (Maryland)
Maryland
$280K -$61.2K -2,940 -16%
HB
435
Homrich & Berg
Georgia
$279K +$24.1K +1,155 +8%
LSA
436
L & S Advisors
California
$278K +$15.6K +750 +5%
HPWM
437
Highland Private Wealth Management
Washington
$272K +$1.25K +60 +0.4%
FTI
438
Fiduciary Trust International
Massachusetts
$270K
FAM
439
Fred Alger Management
New York
$267K -$872K -41,865 -73%
MAM
440
Mark Asset Management
New York
$265K +$312K +15,000 New
NFG
441
Nations Financial Group
Iowa
$263K +$6.25K +300 +2%
Chevy Chase Trust
442
Chevy Chase Trust
Maryland
$261K -$63.4K -3,045 -17%
CTC
443
Central Trust Company
Missouri
$261K -$39.1K -1,875 -11%
PWAG
444
Polaris Wealth Advisory Group
California
$260K +$307K +14,745 New
CRC
445
Curi RMB Capital
Illinois
$255K -$77.8K -3,735 -21%
AF
446
Allworth Financial
California
$253K -$43.7K -2,100 -13%
TCM
447
Teza Capital Management
Illinois
$253K +$298K +14,325 New
MMA
448
Miracle Mile Advisors
California
$252K
AP
449
Appleton Partners
Massachusetts
$252K +$6.25K +300 +2%
Koshinski Asset Management
450
Koshinski Asset Management
Illinois
$250K +$295K +14,145 New