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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
626
Cozad Asset Management
Illinois
$1.14M +$164 +2 +0%
DFC
627
DB Fitzpatrick & Co
Idaho
$1.14M -$30.7K -375 -3%
WT
628
Whittier Trust
California
$1.13M +$34.5K +421 +3%
GAM
629
Groupama Asset Management
France
$1.12M -$700K -8,542 -57%
NIM
630
NEOS Investment Management
Connecticut
$1.12M +$452K +5,512 +73%
KWM
631
Kingsview Wealth Management
Oregon
$1.12M +$12.3K +150 +1%
GAAM
632
Guinness Atkinson Asset Management
California
$1.11M
CFP
633
Cascade Financial Partners
California
$1.1M +$1.12M +13,690 New
MSFS
634
Main Street Financial Solutions
Pennsylvania
$1.1M +$82 +1 +0%
CG
635
Caprock Group
Idaho
$1.1M +$17.3K +211 +2%
ITIM
636
Indiana Trust & Investment Management
Indiana
$1.09M -$12.3K -150 -1%
TMAM
637
Tokio Marine Asset Management
Japan
$1.08M +$44.6K +544 +5%
CSPIA
638
Cary Street Partners Investment Advisory
Virginia
$1.07M +$24.5K +299 +2%
MCC
639
Money Concepts Capital
Florida
$1.05M +$5.74K +70 +0.6%
WA
640
Waddell & Associates
Tennessee
$1.04M +$6.07K +74 +0.6%
VWM
641
Venturi Wealth Management
Texas
$1.02M -$7.3K -89 -0.7%
MRCM
642
M&R Capital Management
New Jersey
$1.01M -$984 -12 -0.1%
PWP
643
Principle Wealth Partners
Connecticut
$1.01M
EH
644
Equitable Holdings
New York
$994K +$106K +1,297 +13%
BCP
645
Berkeley Capital Partners
Georgia
$987K
NHC
646
Nicholas Hoffman & Company
Georgia
$987K +$7.95K +97 +0.9%
TCOV
647
Trust Company of Vermont
Vermont
$983K +$1.8K +22 +0.2%
KCM
648
Kathmere Capital Management
Pennsylvania
$982K +$86.6K +1,056 +10%
JIC
649
Joel Isaacson & Co
New York
$974K
AC
650
Abbrea Capital
California
$969K -$451K -5,500 -33%