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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
Exencial Wealth Advisors
Oklahoma
$310K +$309K +4,231 New
TWM
602
Tradition Wealth Management
Minnesota
$309K +$730 +10 +0.2%
9WM
603
9258 Wealth Management
Ohio
$306K +$35.9K +491 +13%
BAM
604
Blueshift Asset Management
New Jersey
$304K -$7.89M -108,013 -96%
MSFS
605
Main Street Financial Solutions
Pennsylvania
$304K +$47.6K +652 +19%
VI
606
Vestcor Inc
New Brunswick, Canada
$302K -$57.5K -787 -16%
WT
607
Washington Trust
Rhode Island
$301K +$1.9K +26 +0.6%
HT
608
HighTower Trust
Texas
$300K +$299K +4,092 New
BJL
609
Brighton Jones LLC
Washington
$297K -$26.3K -360 -8%
CF
610
Centaurus Financial
California
$297K -$657 -9 -0.2%
SCA
611
Sippican Capital Advisors
Massachusetts
$297K +$13.5K +185 +5%
BC
612
Bridgefront Capital
Texas
$296K +$295K +4,040 New
BST
613
Bath Savings Trust
Maine
$294K -$47.1K -645 -14%
LNC
614
Lincoln National Corp
Pennsylvania
$294K -$1.24K -17 -0.4%
CS
615
Cannell & Spears
New York
$293K
CSPAM
616
Cary Street Partners Asset Management
Virginia
$293K
DWA
617
Douglass Winthrop Advisors
New York
$293K
CFA
618
Compass Financial Advisors
Indiana
$293K +$292K +4,000 New
NW
619
NewEdge Wealth
Pennsylvania
$291K +$290K +3,974 New
SSW
620
Smith Shellnut Wilson
Mississippi
$289K +$9.86K +135 +4%
VIM
621
VELA Investment Management
Ohio
$289K +$288K +3,946 New
LWP
622
Lumature Wealth Partners
Georgia
$287K +$57.3K +784 +25%
EAM
623
Empirical Asset Management
Massachusetts
$286K +$285K +3,901 New
PT
624
Plimoth Trust
Massachusetts
$285K -$13.9K -190 -5%
P
625
Pitcairn
Pennsylvania
$283K -$730 -10 -0.3%