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Name Holding Trade Value Shares
Change
Change in
Stake
GL
676
Graypoint LLC
New York
$615K +$98.3K +416 +20%
FCBT
677
First Citizens Bank & Trust
North Carolina
$611K +$6.14K +26 +1%
WF
678
Welch & Forbes
Massachusetts
$609K
BPCE
679
Bank Pictet & Cie (Europe)
Germany
$606K +$22K +93 +4%
1CP
680
17 Capital Partners
Arizona
$605K +$126K +534 +28%
A
681
AlphaQuest
New York
$604K +$289K +1,225 +98%
CFGS
682
Concourse Financial Group Securities
Alabama
$604K -$179K -758 -23%
VCM
683
Virtue Capital Management
Tennessee
$602K +$71.6K +303 +14%
DIM
684
DC Investments Management
Virginia
$601K
FAIM
685
Financial Advocates Investment Management
Washington
$600K -$6.14K -26 -1%
KeyBank National Association
686
KeyBank National Association
Ohio
$597K +$234K +989 +68%
CCM
687
Coldstream Capital Management
Washington
$597K +$53.8K +228 +11%
PC
688
Permanens Capital
New York
$590K +$571K +2,416 New
FLPIM
689
F.L. Putnam Investment Management
Massachusetts
$590K -$13.5K -57 -2%
VT
690
Vise Technologies
New York
$581K +$562K +2,379 New
BWM
691
Brophy Wealth Management
New Hampshire
$581K +$562K +2,378 New
AWM
692
Apollon Wealth Management
South Carolina
$572K -$12.3K -52 -2%
DWAM
693
Duncan Williams Asset Management
Tennessee
$570K +$108K +457 +24%
1WM
694
1858 Wealth Management
Ohio
$567K -$137K -580 -20%
TA
695
Tectonic Advisors
Texas
$565K +$192K +815 +55%
AWS
696
Atria Wealth Solutions
New York
$563K -$1.16M -4,891 -68%
CGIM
697
Cannon Global Investment Management
Florida
$562K -$283K -1,200 -34%
PGFC
698
Peapack-Gladstone Financial Corp
New Jersey
$557K +$94.7K +401 +21%
HCA
699
Harbor Capital Advisors
Illinois
$554K +$3.78K +16 +0.7%
WS
700
Wedbush Securities
California
$552K -$31.4K -133 -6%