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Name Holding Trade Value Shares
Change
Change in
Stake
SA
751
SRH Advisors
Kansas
$338K
VNA
752
Valley National Advisers
Pennsylvania
$337K -$2.5K -20 -0.8%
BBHC
753
Brown Brothers Harriman & Co
New York
$336K +$20.7K +166 +7%
MGIA
754
Moneta Group Investment Advisors
Missouri
$335K +$9.73K +78 +3%
Lazard Asset Management
755
Lazard Asset Management
New York
$335K -$24.6K -197 -7%
DA
756
Dover Advisors
Virginia
$334K
WI
757
Wintrust Investments
Illinois
$334K +$1.25K +10 +0.4%
RFM
758
Royal Fund Management
Florida
$333K +$4.12K +33 +1%
WCF
759
West Coast Financial
California
$331K
AG
760
AlTi Global
New York
$328K +$314K +2,512 New
PCMC
761
Paragon Capital Management (Colorado)
Colorado
$328K
JIP
762
Jaffetilchin Investment Partners
Florida
$328K +$1.37K +11 +0.4%
IFG
763
Independent Financial Group
California
$325K -$18.8K -151 -6%
CAM
764
Cozad Asset Management
Illinois
$325K +$5.87K +47 +2%
FTWA
765
Fifth Third Wealth Advisors
Ohio
$320K +$26.6K +213 +10%
OPW
766
Oxler Private Wealth
New York
$316K -$516K -4,134 -63%
EA
767
Everpar Advisors
Oklahoma
$316K +$302K +2,416 New
PVI
768
Pine Valley Investments
New Jersey
$315K +$12.5K +100 +4%
SAM
769
S.A. Mason
Michigan
$314K
SSA
770
Sierra Summit Advisors
Nevada
$314K +$300K +2,400 New
MW
771
Marcum Wealth
Ohio
$312K -$499 -4 -0.2%
CAMG
772
CWA Asset Management Group
Florida
$310K +$296K +2,375 New
GW
773
GW & Wade
Massachusetts
$307K +$374 +3 +0.1%
ECM
774
Evergreen Capital Management
Washington
$307K +$293K +2,349 New
CFA
775
Capstone Financial Advisors
Illinois
$305K