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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
626
Pegasus Asset Management
New York
$2.17M +$2.2M +12,736 New
CK
627
Cohen Klingenstein
New York
$2.17M
CCM
628
Collar Capital Management
Wisconsin
$2.16M +$168K +968 +8%
MIC
629
Maxi Investments CY
Cyprus
$2.15M
GVAG
630
Great Valley Advisor Group
Delaware
$2.14M -$38.9K -225 -2%
MYAM
631
Meiji Yasuda Asset Management
Japan
$2.14M +$78.8K +455 +4%
BF
632
BOK Financial
Oklahoma
$2.14M -$404K -2,333 -16%
PC
633
Panoramic Capital
California
$2.13M +$2.16M +12,500 New
MWM
634
MFG Wealth Management
Indiana
$2.13M +$2.16M +12,461 New
CIA
635
Cohen Investment Advisors
New Hampshire
$2.12M +$312K +1,804 +17%
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$2.11M +$254K +1,470 +13%
PS
637
Principal Securities
Iowa
$2.11M +$6.75K +39 +0.3%
GIA
638
Gladstone Institutional Advisory
Florida
$2.1M -$283K -1,634 -12%
PCMH
639
Polymer Capital Management (HK)
Hong Kong
$2.08M -$16.2M -93,795 -89%
BAM
640
Belpointe Asset Management
Nevada
$2.07M -$72.2K -417 -3%
SC
641
Searle & Co
Connecticut
$2.07M -$9.52K -55 -0.5%
BPWM
642
Badgley Phelps Wealth Managers
Washington
$2.06M -$186K -1,072 -8%
RCAG
643
Rehmann Capital Advisory Group
Michigan
$2.06M -$10.4K -60 -0.5%
NB
644
NBT Bank
New York
$2.05M -$86.4K -499 -4%
FGAM
645
Financial Gravity Asset Management
Texas
$2.04M +$2.07M +11,939 New
PGWM
646
Pitti Group Wealth Management
New York
$2.03M +$182K +1,053 +10%
MA
647
Montag & Associates
Georgia
$2.02M -$24.2K -140 -1%
FIA
648
Foundations Investment Advisors
Arizona
$2.02M +$28.6K +165 +1%
PA
649
Profund Advisors
Maryland
$2.02M -$72.7K -420 -3%
TFS
650
Thoroughbred Financial Services
Tennessee
$2.01M +$779K +4,499 +62%