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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1201
Capital Investment Advisory Services
North Carolina
$291K +$2.42K +14 +0.8%
CPO
1202
Cerity Partners OCIO
New York
$291K +$293K +1,692 New
GA
1203
Geller Advisors
New York
$289K -$346 -2 -0.1%
XT
1204
XTX Topco
Cayman Islands
$288K -$260K -1,503 -47%
BHWM
1205
Bar Harbor Wealth Management
New Hampshire
$288K +$1.73K +10 +0.6%
TCA
1206
Transcend Capital Advisors
New Jersey
$288K +$1.73K +10 +0.6%
HHGA
1207
Halbert Hargrove Global Advisors
California
$287K -$15K -87 -5%
CAM
1208
CenterStar Asset Management
Illinois
$287K
TIA
1209
Tiemann Investment Advisors
California
$286K +$8.65K +50 +3%
UCB
1210
United Community Bank
South Carolina
$284K +$26.8K +155 +10%
AIA
1211
Angeles Investment Advisors
California
$284K -$72.3K -418 -20%
IPW
1212
Inlet Private Wealth
Florida
$284K
BCWM
1213
Bartlett & Co Wealth Management
Ohio
$283K +$29.4K +170 +12%
BC
1214
Bartlett & Co
Ohio
$283K +$29.4K +170 +12%
CWM
1215
Cahaba Wealth Management
Georgia
$282K -$62.3K -360 -18%
V
1216
VeraBank
Texas
$282K
9WM
1217
9258 Wealth Management
Ohio
$282K +$1.04K +6 +0.4%
IAIM
1218
International Assets Investment Management
Florida
$280K +$22.5K +130 +9%
EH
1219
Equitable Holdings
New York
$279K -$18.7K -108 -6%
HPWM
1220
Highland Private Wealth Management
Washington
$277K -$14.4K -83 -5%
SIC
1221
Sterling Investment Counsel
New York
$277K
SWM
1222
Stockman Wealth Management
Montana
$276K +$3.81K +22 +1%
TAM
1223
Taurus Asset Management
New York
$275K
DPI
1224
Diversified Portfolios Inc
Michigan
$272K
ACP
1225
Ashfield Capital Partners
California
$269K