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Name Holding Trade Value Shares
Change
Change in
Stake
UBP
1551
Union Bancaire Privee
Switzerland
$216K -$426K -2,687 -65%
TCOV
1552
Trust Company of Vermont
Vermont
$215K +$29.8K +188 +16%
AIM
1553
Advyzon Investment Management
Illinois
$215K +$219K +1,380 New
RFA
1554
RTD Financial Advisors
Pennsylvania
$215K
SI
1555
Seeds Investor
New York
$215K -$28.5K -180 -12%
AWM
1556
Aries Wealth Management
Maine
$214K
KA
1557
Klingman & Associates
New York
$214K +$2.22K +14 +1%
NO
1558
Ninety One
South Africa
$213K -$77.5K -489 -26%
BFO
1559
Biltmore Family Office
North Carolina
$213K -$43.9K -277 -17%
TCOT
1560
Trust Company of Toledo
Ohio
$212K
PWP
1561
Perfromance Wealth Partners
Illinois
$212K
PI
1562
PFG Investments
New York
$212K -$71K -448 -25%
MWM
1563
Meridian Wealth Management
Kentucky
$211K -$16.6K -105 -7%
SCA
1564
Sandy Cove Advisors
Massachusetts
$211K -$41.1K -259 -16%
ACM
1565
Aster Capital Management
United Arab Emirates
$211K +$215K +1,354 New
BBWP
1566
Beacon Bridge Wealth Partners
Pennsylvania
$211K -$476 -3 -0.2%
LCWP
1567
Legacy Capital Wealth Partners
Arkansas
$209K -$54.7K -345 -20%
MAWA
1568
Moss Adams Wealth Advisors
Washington
$206K +$209K +1,321 New
MSE
1569
MUFG Securities EMEA
United Kingdom
$206K +$209K +1,319 New
CS
1570
Cannell & Spears
New York
$206K +$317 +2 +0.2%
DOA
1571
D'Orazio & Associates
Virginia
$205K +$209K +1,315 New
HI
1572
Harbour Investments
Wisconsin
$205K +$4.6K +29 +2%
DM
1573
Deerfield Management
New York
$204K +$208K +1,310 New
AFW
1574
Avantra Family Wealth
Pennsylvania
$204K
PL
1575
Perpetual Ltd
Australia
$203K -$2.7K -17 -1%