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Name Holding Trade Value Shares
Change
Change in
Stake
FNT
451
First National Trust
Pennsylvania
$321K -$20.1K -467 -4%
EWM
452
Evercore Wealth Management
New York
$316K
CGPCS
453
Capital Group Private Client Services
California
$310K -$10.9M -251,601 -96%
Macquarie Group
454
Macquarie Group
Australia
$310K -$3.53M -81,731 -89%
ECM
455
Element Capital Management
New York
$309K
SWP
456
Stratos Wealth Partners
Ohio
$307K -$78.6K -1,823 -15%
DILIC
457
Dai-ichi Life Insurance Company
Japan
$306K -$59.1K -1,369 -12%
Man Group
458
Man Group
United Kingdom
$305K +$440K +10,197 New
AWS
459
Atria Wealth Solutions
New York
$301K +$58K +1,345 +15%
MML Investors Services
460
MML Investors Services
Massachusetts
$300K -$29K -672 -6%
BFS
461
Bradley Foster & Sargent
Connecticut
$299K -$3.49K -81 -0.8%
CB
462
Community Bank
New York
$298K -$12.9K -300 -3%
DGAM
463
Desjardins Global Asset Management
Quebec, Canada
$295K +$46.2K +1,070 +12%
OC
464
Oarsman Capital
Wisconsin
$294K +$16K +370 +4%
KWM
465
Kingsview Wealth Management
Oregon
$294K +$91.9K +2,131 +28%
LFA
466
Legacy Financial Advisors
Kentucky
$287K -$46.2K -1,072 -10%
MM
467
MQS Management
New York
$284K +$67.2K +1,557 +20%
OQS
468
Occudo Quantitative Strategies
Florida
$280K +$404K +9,368 New
CG
469
Colony Group
Massachusetts
$279K -$9.23K -214 -2%
CCP
470
Corient Capital Partners
California
$278K +$4.44K +103 +2%
BFA
471
Bragg Financial Advisors
North Carolina
$276K
PHIC
472
Pine Haven Investment Counsel
Massachusetts
$269K +$1.08K +25 +0.3%
SC
473
SouthState Corp
Florida
$267K -$86.1K -1,997 -18%
DTC
474
Davidson Trust Company
Washington
$266K -$20.3K -471 -5%
MCM
475
Mendel Capital Management
Arkansas
$264K +$69K +1,600 +22%