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CASY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
576
IHT Wealth Management
Illinois
$913K -$154K -191 -14%
GM
577
GeoWealth Management
Illinois
$913K +$744K +923 +410%
BBHC
578
Brown Brothers Harriman & Co
New York
$908K +$403K +500 +78%
PWG
579
Portside Wealth Group
Utah
$908K -$163K -202 -15%
PI
580
PineBridge Investments
New York
$896K +$908K +1,127 New
CS
581
Capital Square
Tennessee
$895K +$15.3K +19 +2%
FISPB
582
Fideuram - Intesa Sanpaolo Private Banking
$885K +$898K +1,114 New
MSA
583
MUFG Securities Americas
New York
$885K +$897K +1,113 New
CBA
584
Coastal Bridge Advisors
Connecticut
$884K -$874K -1,085 -49%
RFC
585
Regions Financial Corp
Alabama
$883K +$419K +520 +88%
GFG
586
Goldstone Financial Group
Illinois
$875K – – –
NDSIB
587
North Dakota State Investment Board
North Dakota
$874K +$25K +31 +3%
VCM
588
Versant Capital Management
Arizona
$873K +$45.1K +56 +5%
IP
589
Interval Partners
New York
$871K -$1.31M -1,622 -60%
SAM
590
Securian Asset Management
Minnesota
$865K -$1.39M -1,725 -63%
QI
591
Qtron Investments
Massachusetts
$862K +$873K +1,084 New
CC
592
Centiva Capital
New York
$857K +$869K +1,078 New
GT
593
Greenleaf Trust
Michigan
$843K +$99.1K +123 +13%
PCP
594
Proficio Capital Partners
Massachusetts
$843K +$854K +1,060 New
BFS
595
Bradley Foster & Sargent
Connecticut
$841K -$36.3K -45 -4%
KWMG
596
King Wealth Management Group
Florida
$835K – – –
MFAM
597
Motley Fool Asset Management
Virginia
$835K +$92.7K +115 +12%
HWM
598
HB Wealth Management
Georgia
$834K +$74.9K +93 +10%
WIA
599
World Investment Advisors
California
$821K +$17.7K +22 +2%
ATC
600
Argent Trust Co
Tennessee
$821K +$37.9K +47 +5%
22 23
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