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Name Holding Trade Value Shares
Change
Change in
Stake
O
526
Ossiam
France
$472K +$78.6K +553 +21%
CNBT
527
Canandaigua National Bank & Trust
New York
$463K +$452K +3,183 New
HFM
528
Hartford Funds Management
Pennsylvania
$461K +$9.81K +69 +2%
KeyBank National Association
529
KeyBank National Association
Ohio
$454K -$1.28K -9 -0.3%
ASN
530
Advisory Services Network
Georgia
$452K -$47K -331 -10%
KPWS
531
Kestra Private Wealth Services
Texas
$450K +$70.4K +495 +19%
HTC
532
Haverford Trust Company
Pennsylvania
$449K +$17.3K +122 +4%
VAS
533
Vestmark Advisory Solutions
Massachusetts
$447K -$1.14K -8 -0.3%
ESCM
534
Echo Street Capital Management
New York
$446K +$89.3K +628 +26%
VWM
535
Venturi Wealth Management
Texas
$446K +$56.1K +395 +15%
CICI
536
Capital Investment Counsel Inc
North Carolina
$444K
PFO
537
Pathstone Family Office
New Jersey
$442K -$396K -2,783 -48%
BTWM
538
Baker Tilly Wealth Management
Wisconsin
$441K +$119K +834 +38%
WJWM
539
Williams Jones Wealth Management
New York
$438K +$853 +6 +0.2%
Carson Wealth (CWM LLC)
540
Carson Wealth (CWM LLC)
Nebraska
$437K +$35.7K +251 +9%
SRC
541
Shufro Rose & Co
New York
$436K -$10.5K -74 -2%
WT
542
Whittier Trust
California
$436K +$150K +1,054 +54%
MNBTD
543
Moody National Bank Trust Division
Texas
$434K
FWIA
544
Fort Washington Investment Advisors
Ohio
$431K -$1.42K -10 -0.3%
WA
545
Wasatch Advisors
Utah
$430K +$174K +1,222 +70%
FHA
546
First Horizon Advisors
Tennessee
$426K -$26.3K -185 -6%
II
547
Inspire Investing
Idaho
$425K +$12.5K +88 +3%
TI
548
Tidal Investments
Wisconsin
$424K +$20.5K +144 +5%
LWMM
549
Legacy Wealth Management (Mississippi)
Mississippi
$420K
WSFS
550
Wilmington Savings Fund Society
Delaware
$416K +$84.4K +594 +26%