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Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
Barrett & Company
Rhode Island
$478K +$15K +119 +3%
EPIM
602
Evelyn Partners Investment Management
$474K +$516K +4,085 New
ALA
603
Atlas Legacy Advisors
California
$473K +$515K +4,074 New
RT
604
Rockland Trust
Massachusetts
$472K +$176K +1,393 +52%
MCC
605
Malaga Cove Capital
California
$469K +$185K +1,462 +57%
FIA
606
Foundations Investment Advisors
Arizona
$469K -$2.78K -22 -0.5%
NA
607
NewEdge Advisors
Louisiana
$466K +$14.2K +112 +3%
TCM
608
Telos Capital Management
California
$465K +$1.39K +11 +0.3%
CF
609
Centaurus Financial
California
$464K – – –
EC
610
EntryPoint Capital
New York
$463K +$504K +3,987 New
PCA
611
Pallas Capital Advisors
Massachusetts
$458K -$8.09K -64 -2%
GC
612
Guggenheim Capital
Illinois
$456K -$99.1K -784 -17%
CL
613
Choreo LLC
Illinois
$448K -$399K -3,159 -45%
VI
614
Vestcor Inc
New Brunswick, Canada
$444K -$129K -1,021 -21%
LI
615
LRI Investments
Florida
$443K +$17.8K +141 +4%
STA
616
Smith Thornton Advisors
Alabama
$436K +$102K +808 +27%
HCMG
617
Howard Capital Management Group
California
$434K +$126 +1 +0%
CFG
618
Citizens Financial Group
Rhode Island
$432K +$136K +1,075 +41%
ATPW
619
Ashton Thomas Private Wealth
Arizona
$432K +$111K +878 +31%
RWP
620
RWA Wealth Partners
Massachusetts
$425K +$126 +1 +0%
CFG
621
Carr Financial Group
Massachusetts
$423K +$1.01K +8 +0.2%
Jones Financial Companies
622
Jones Financial Companies
Missouri
$420K +$40.5K +320 +10%
MSA
623
MUFG Securities Americas
New York
$416K +$453K +3,587 New
LWCFA
624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$415K – – –
MCM
625
McRae Capital Management
New Jersey
$415K +$12.6K +100 +3%