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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
626
First Horizon Advisors
Tennessee
$396K +$4.25K +20 +1%
BP
627
Ballentine Partners
Massachusetts
$395K +$65.2K +307 +26%
AIIMS
628
Analyst IMS Investment Management Services
Israel
$393K
PAS
629
Park Avenue Securities
New York
$393K +$35.3K +166 +13%
MIG
630
McGuire Investment Group
Rhode Island
$391K
CA
631
Clearstead Advisors
Ohio
$388K
CPIA
632
Cornell Pochily Investment Advisors
New York
$387K -$22.9K -108 -7%
MNBTD
633
Moody National Bank Trust Division
Texas
$382K +$12.5K +59 +4%
WJWM
634
Williams Jones Wealth Management
New York
$377K +$11K +52 +4%
TH
635
TCTC Holdings
Texas
$374K
PIMJS
636
PKO Investment Management Joint-Stock
Poland
$374K
JCM
637
Jacobi Capital Management
Pennsylvania
$373K -$1.06K -5 -0.4%
FMAEN1
638
Fund Management at Engine No 1
California
$372K -$18.1K -85 -6%
PFBT
639
Parkside Financial Bank & Trust
Missouri
$372K -$4.67K -22 -2%
ONGA
640
O'Neil Global Advisors
California
$371K +$295K +1,391 New
RCS
641
Retirement Capital Strategies
California
$368K
XT
642
XTX Topco
Cayman Islands
$367K -$243K -1,144 -45%
CGL
643
Clarius Group LLC
Washington
$367K +$54.8K +258 +23%
FCM
644
Fourpath Capital Management
Oklahoma
$366K -$57.8K -272 -17%
FTDI
645
First Trust Direct Indexing
Massachusetts
$366K +$24.2K +114 +9%
CUAMC
646
China Universal Asset Management Company
China
$363K +$289K +1,359 New
IC
647
Inverness Counsel
New York
$361K +$287K +1,353 New
GFPC
648
Global Financial Private Client
Florida
$361K +$289K +1,362 +68,100%
QT
649
Quantamental Technologies
New York
$353K +$281K +1,321 New
GWA
650
GGM Wealth Advisors
Maryland
$352K +$4.25K +20 +2%