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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
326
Avidian Wealth Enterprises
Texas
$546K +$11.9K +148 +2%
FDS
327
First Dallas Securities
Texas
$545K -$46.7K -583 -8%
JMPWA
328
JP Morgan Private Wealth Advisors
California
$544K +$160K +1,994 +40%
KRSITF
329
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$540K +$36.2K +452 +7%
RJT
330
Raymond James Trust
Florida
$538K -$122K -1,517 -18%
HIA
331
Harbor Investment Advisory
Maryland
$538K
WP
332
Wedgewood Partners
Missouri
$538K
SICM
333
Sustainable Insight Capital Management
New York
$538K +$552K +6,886 New
EWM
334
Empirical Wealth Management
Washington
$528K +$36.4K +454 +7%
LC
335
Lavaca Capital
Texas
$518K +$7.45K +93 +1%
LIA
336
LS Investment Advisors
Michigan
$513K -$25.5K -318 -5%
FC
337
FORA Capital
Florida
$507K +$438K +5,464 +530%
SPIA
338
Steward Partners Investment Advisory
New York
$502K +$1.36K +17 +0.3%
MA
339
MUFG Americas
New York
$487K +$240 +3 +0%
HWA
340
HCR Wealth Advisors
California
$485K
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$481K -$98.2K -1,225 -17%
MGIA
342
Moneta Group Investment Advisors
Missouri
$475K -$46.4K -579 -9%
HNB
343
Huntington National Bank
Ohio
$470K +$2.08K +26 +0.4%
FBT
344
First Bank & Trust
South Dakota
$466K +$479K +5,975 New
SFA
345
Sequoia Financial Advisors
Ohio
$459K +$42.2K +527 +10%
BF
346
BOK Financial
Oklahoma
$457K +$31.5K +393 +7%
Vontobel Holding
347
Vontobel Holding
Switzerland
$456K +$503K +6,277 New
DCM
348
Dupont Capital Management
Delaware
$453K -$63.5K -792 -12%
AIM
349
Acropolis Investment Management
Missouri
$452K -$19K -237 -4%
Holocene Advisors
350
Holocene Advisors
New York
$446K -$162K -2,024 -26%