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Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
401
Point View Wealth Management
New Jersey
$653K
DDPIC
402
Deroy & Devereaux Private Investment Counsel
Michigan
$644K
CB
403
Commerce Bank
Missouri
$639K +$30K +309 +5%
G
404
GlobalBridge
Minnesota
$634K -$42.8K -441 -6%
PAM
405
Princeton Alpha Management
New Jersey
$625K +$612K +6,310 New
CI
406
Constellation Investments
Ohio
$624K +$9.7K +100 +2%
CTC
407
Central Trust Company
Missouri
$603K +$4.37K +45 +0.7%
DWA
408
Douglass Winthrop Advisors
New York
$599K +$30.6K +315 +5%
MYLI
409
Meiji Yasuda Life Insurance
Japan
$599K +$85.5K +881 +17%
CAM
410
CG Asset Management
New York
$584K -$126K -1,300 -18%
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$572K -$23.6K -243 -4%
ST
412
Spot Trading
Illinois
$558K -$3.05M -31,443 -85%
Truist Financial
413
Truist Financial
North Carolina
$543K +$82.3K +849 +18%
Toronto Dominion Bank
414
Toronto Dominion Bank
Ontario, Canada
$532K -$5.14K -53 -1%
RCA
415
Rex Capital Advisors
Rhode Island
$528K
RMCM
416
Reynders McVeigh Capital Management
Massachusetts
$524K -$9.7K -100 -2%
WOC
417
West Oak Capital
California
$519K
RFS
418
Rockefeller Financial Services
New York
$516K +$101K +1,045 +25%
Bank of Nova Scotia
419
Bank of Nova Scotia
Ontario, Canada
$503K +$29.5K +304 +6%
WMSA
420
Weiss Multi-Strategy Advisers
New York
$496K +$486K +5,010 New
LPC
421
Loeb Partners Corp
New York
$495K
CCM
422
Coldstream Capital Management
Washington
$481K
AI
423
Atria Investments
North Carolina
$477K +$25.2K +260 +6%
CWA
424
Constellation Wealth Advisors
New York
$474K
BIM
425
Baldwin Investment Management
Pennsylvania
$473K