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Name Holding Trade Value Shares
Change
Change in
Stake
WI
726
Wintrust Investments
Illinois
$274K -$12K -320 -4%
OIA
727
Optimum Investment Advisors
Illinois
$274K
FC
728
Fayerweather Charles
$272K -$30.1K -800 -10%
FMWA
729
Forvis Mazars Wealth Advisors
Missouri
$272K -$14.3K -380 -5%
DWA
730
Douglass Winthrop Advisors
New York
$272K
GC
731
Gilbert & Cook
Iowa
$271K +$263K +6,992 New
LWCFA
732
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$270K
HK
733
Horizon Kinetics
New York
$268K
PCM
734
Prelude Capital Management
New York
$266K +$14.3K +380 +6%
GIA
735
GHP Investment Advisors
Colorado
$264K
CL
736
CIM LLC
New York
$262K +$14.1K +374 +6%
SSWM
737
Smith Salley Wealth Management
North Carolina
$260K -$13.7K -364 -5%
MPWT
738
MassMutual Private Wealth & Trust
Connecticut
$260K -$84.5K -2,250 -25%
PL
739
Plancorp LLC
Missouri
$259K -$52.6K -1,400 -17%
AWP
740
Ascent Wealth Partners
New York
$258K
PM
741
Parametrica Management
Hong Kong
$256K +$30.9K +822 +14%
DIA
742
Denver Investment Advisors
Colorado
$255K -$75 -2 -0%
PWW
743
Pettyjohn Wood & White
Virginia
$250K
MA
744
Marshwinds Advisory
Georgia
$249K
AW
745
Alpha Windward
Massachusetts
$248K +$25.5K +678 +12%
SSA
746
Schonfeld Strategic Advisors
New York
$246K +$238K +6,322 New
WAM
747
Wealthspire Advisors (Maryland)
Maryland
$244K +$13.8K +366 +6%
DCM
748
Dupont Capital Management
Delaware
$244K +$236K +6,272 New
HB
749
Homrich & Berg
Georgia
$243K
GC
750
Grimes & Company
Massachusetts
$241K