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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
626
Wealthspire Advisors (Maryland)
Maryland
$528K +$10.2K +44 +2%
HWA
627
Heritage Wealth Advisors
Virginia
$519K +$2.79K +12 +0.5%
IWP
628
Icon Wealth Partners
Texas
$507K +$931 +4 +0.2%
RIM
629
Rampart Investment Management
Connecticut
$504K -$25.6K -110 -5%
DPIM
630
Duff & Phelps Investment Management
Illinois
$504K – – –
BAM
631
Berkshire Asset Management
Pennsylvania
$502K -$26.3K -113 -5%
LOAME
632
Lombard Odier Asset Management (Europe)
United Kingdom
$491K -$22.4K -96 -4%
AC
633
Avestar Capital
New York
$490K -$1.16K -5 -0.2%
ALAM
634
Asahi Life Asset Management
Japan
$489K +$2.33K +10 +0.5%
MCM
635
Manchester Capital Management
Vermont
$482K – – –
CIBC Private Wealth Group
636
CIBC Private Wealth Group
Georgia
$480K -$1.21M -5,217 -72%
CASB
637
Cape Ann Savings Bank
Massachusetts
$472K +$122K +525 +35%
YWP
638
YorkBridge Wealth Partners
New York
$471K -$22.4K -96 -5%
BP
639
Ballentine Partners
Massachusetts
$468K +$11.2K +48 +2%
LMAM
640
Legg Mason Asset Management
Japan
$466K – – –
SACTSONJ
641
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$466K – – –
VFM
642
Viking Fund Management
North Dakota
$466K – – –
SC
643
SRB Corp
Massachusetts
$457K -$34.5K -148 -7%
IDBONY
644
Israel Discount Bank of New York
New York
$447K -$4.66K -20 -1%
CG
645
Cutler Group
California
$447K +$377K +1,621 +540%
CCG
646
Cypress Capital Group
Florida
$446K +$101K +432 +29%
PA
647
Parallel Advisors
California
$446K +$175K +750 +64%
CFB
648
Cullen/Frost Bankers
Texas
$444K -$28.2K -121 -6%
VFPI
649
Vantage Financial Partners (Illinois)
Illinois
$442K – – –
HBT
650
Hills Bank & Trust
Iowa
$440K +$2.33K +10 +0.5%