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Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Whittier Trust
California
$59.9K -$14.9K -33 -20%
CA
427
Clearstead Advisors
Ohio
$58.7K -$43.9K -97 -43%
LI
428
LRI Investments
Florida
$54.7K -$21.3K -47 -28%
ZBNA
429
Zions Bancorporation, National Association
Utah
$49.3K
HPC
430
HM Payson & Co
Maine
$46.1K +$12.2K +27 +36%
BBHC
431
Brown Brothers Harriman & Co
New York
$46.1K +$2.72K +6 +6%
PPA
432
Pilgrim Partners Asia
Singapore
$44.8K +$45.3K +100 New
NA
433
NewEdge Advisors
Louisiana
$40.3K -$21.3K -47 -34%
SAM
434
Shell Asset Management
Netherlands
$40K -$69.3K -153 -63%
PS
435
Principal Securities
Iowa
$34K -$2.72K -6 -7%
PPA
436
Painted Porch Advisors
California
$33.1K
FHC
437
First Horizon Corporation
Tennessee
$31.3K +$31.7K +70 New
CIAS
438
CBIZ Investment Advisory Services
Ohio
$30.5K +$2.26K +5 +8%
BCM
439
Blume Capital Management
California
$29.3K
SAM
440
Smartleaf Asset Management
Massachusetts
$27.1K +$11.3K +25 +71%
CAM
441
Creekmur Asset Management
Illinois
$26.1K
WANY
442
Wealthspire Advisors (New York)
New York
$25.5K +$25.8K +57 New
PFBT
443
Parkside Financial Bank & Trust
Missouri
$24.6K -$18.1K -40 -42%
BI
444
Binnacle Investments
Iowa
$23.7K -$906 -2 -4%
CPG
445
Cornerstone Planning Group
New Jersey
$21.4K +$19K +42 +840%
MWPCG
446
Measured Wealth Private Client Group
New Hampshire
$21K +$21.3K +47 New
ABWM
447
Alpine Bank Wealth Management
Colorado
$20.6K -$453 -1 -2%
Mitsubishi UFJ Asset Management
448
Mitsubishi UFJ Asset Management
Japan
$18.8K
HWM
449
Hemington Wealth Management
Virginia
$18K -$1.81K -4 -9%
CA
450
Centerpoint Advisors
Massachusetts
$18K +$2.72K +6 +17%