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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
501
Baker Tilly Wealth Management
Wisconsin
$822K -$19.3K -91 -3%
EWS
502
Evergreen Wealth Solutions
Pennsylvania
$803K -$16.8K -79 -3%
BW
503
Basepoint Wealth
Iowa
$801K -$8.92K -42 -1%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$796K -$16.4K -77 -3%
M
505
Mirova
France
$792K +$29.9K +141 +5%
KFP
506
KMG Fiduciary Partners
Ohio
$789K -$795K -3,741 -56%
TSWM
507
Triangle Securities Wealth Management
North Carolina
$788K -$16.6K -78 -3%
KIA
508
KCM Investment Advisors
California
$780K – – –
CAM
509
Cresset Asset Management
Illinois
$775K -$13.6K -64 -2%
HW
510
Hancock Whitney
Mississippi
$775K +$136K +641 +28%
FT
511
Fiduciary Trust
Massachusetts
$771K -$5.31K -25 -0.9%
RJT
512
Raymond James Trust
Florida
$764K -$19.5K -92 -3%
HI
513
Humankind Investments
New York
$761K +$59.9K +282 +11%
BC
514
Burney Company
Virginia
$760K -$32.5K -153 -5%
YIH
515
Y-Intercept (HK)
Hong Kong
$759K +$604K +2,844 New
DMBA
516
Deseret Mutual Benefit Administrators
Utah
$749K -$86.4K -407 -13%
SIG
517
Stonegate Investment Group
Alabama
$736K -$15.3K -72 -3%
HCCM
518
Hudson Canyon Capital Management
New York
$734K +$584K +2,750 New
WWM
519
Western Wealth Management
Colorado
$727K -$340K -1,602 -37%
FIM
520
Freedom Investment Management
Connecticut
$725K +$18.7K +88 +3%
API
521
Advisor Partners II
California
$718K +$572K +2,691 New
PFG
522
PAX Financial Group
Texas
$713K -$9.35K -44 -2%
MTIC
523
Missouri Trust & Investment Company
Missouri
$710K -$48K -226 -8%
EGM
524
Engineers Gate Manager
New York
$707K -$2.33M -10,982 -81%
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$703K +$31K +146 +6%