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Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
676
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$680K
FRM
677
Fox Run Management
Connecticut
$680K +$682K +263 New
SIM
678
Sentry Investment Management
Wisconsin
$680K +$405K +156 +146%
FB
679
Fulton Bank
Pennsylvania
$677K -$104K -40 -13%
WP
680
WealthSource Partners
California
$672K +$20.7K +8 +3%
TIAA Trust, National Association
681
TIAA Trust, National Association
North Carolina
$670K -$5.19K -2 -0.8%
DWT
682
Dorsey & Whitney Trust
South Dakota
$670K +$5.19K +2 +0.8%
SW
683
SVB Wealth
Massachusetts
$670K +$57.1K +22 +9%
Lazard Asset Management
684
Lazard Asset Management
New York
$668K -$46.7K -18 -6%
BOH
685
Bank of Hawaii
Hawaii
$667K -$41.5K -16 -6%
MC
686
Machina Capital
France
$662K -$18.2K -7 -3%
Envestnet Portfolio Solutions
687
Envestnet Portfolio Solutions
Illinois
$659K -$781K -301 -54%
WCM
688
Wunderlich Capital Managemnt
Tennessee
$659K +$36.3K +14 +6%
PAS
689
Park Avenue Securities
New York
$659K +$5.19K +2 +0.8%
SL
690
Sentry LLC
Tennessee
$654K
LSAG
691
Lake Street Advisors Group
New Hampshire
$649K +$651K +251 New
NIM
692
NEOS Investment Management
Connecticut
$646K +$648K +250 New
AG
693
AlTi Global
New York
$646K +$648K +250 New
GS
694
GTS Securities
Florida
$641K +$643K +248 New
HI
695
Horizon Investments
North Carolina
$639K +$7.78K +3 +1%
FT
696
Fiduciary Trust
Massachusetts
$626K +$5.19K +2 +0.8%
QCG
697
Quadrant Capital Group
Ohio
$626K +$46.7K +18 +8%
PNC
698
Park National Corp
Ohio
$621K -$150K -58 -19%
ACA
699
Aptus Capital Advisors
Alabama
$621K -$15.6K -6 -2%
SWP
700
Stratos Wealth Partners
Ohio
$621K -$2.59K -1 -0.4%