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Vertex Pharmaceuticals
VRTX

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1026
Weatherly Asset Management
California
$588K – – –
PW
1027
PUREfi Wealth
Massachusetts
$588K +$13.3K +30 +3%
WJWM
1028
Williams Jones Wealth Management
New York
$581K +$15.1K +34 +3%
FCBT
1029
First Citizens Bank & Trust
North Carolina
$580K +$33.7K +76 +7%
CI
1030
Conning Inc
Connecticut
$580K – – –
IIM
1031
Ipswich Investment Management
Massachusetts
$578K -$399K -900 -44%
HL
1032
Harding Loevner
New Jersey
$578K -$138M -312,383 -100%
JF
1033
Jump Financial
Illinois
$577K +$116K +262 +29%
OL
1034
Optas LLC
Texas
$576K – – –
AWAU
1035
Alliance Wealth Advisors (Utah)
Utah
$575K -$245K -553 -32%
RZH
1036
Relyea Zuckerberg Hanson
Connecticut
$575K +$146K +330 +40%
NIM
1037
Northeast Investment Management
Massachusetts
$575K +$513K +1,157 New
WANY
1038
Wealthspire Advisors (New York)
New York
$566K +$108K +243 +27%
FCFC
1039
First Commonwealth Financial Corp
Pennsylvania
$564K – – –
JCM
1040
Jacobi Capital Management
Pennsylvania
$563K +$17.7K +40 +4%
AA
1041
Ancora Advisors
Ohio
$560K +$34.1K +77 +7%
SLC
1042
Second Line Capital
Louisiana
$559K -$28.4K -64 -5%
SCA
1043
Sage Capital Advisors
South Dakota
$559K +$5.76K +13 +1%
SW
1044
SVB Wealth
Massachusetts
$558K -$763K -1,721 -61%
RMDI
1045
R.M. Davis Inc
Maine
$557K – – –
CRC
1046
Curi RMB Capital
Illinois
$556K +$97.9K +221 +25%
NP
1047
NorthRock Partners
Minnesota
$553K +$15.1K +34 +3%
CWM
1048
Calamos Wealth Management
Illinois
$550K -$322K -726 -40%
OWA
1049
Opal Wealth Advisors
New York
$550K +$229K +517 +88%
SIA
1050
SGL Investment Advisors
Montana
$546K +$462K +1,043 New
40 41
42
43 44