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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
601
Capital Bank & Trust
California
$404K -$76.9K -444 -16%
FT
602
Fiduciary Trust
Massachusetts
$400K
AAM
603
Ascension Asset Management
New York
$396K
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$396K +$8.83K +51 +2%
BFM
605
Boston Financial Management
Massachusetts
$393K +$54.5K +315 +16%
MAM
606
Meeder Asset Management
Ohio
$393K -$3.24M -18,712 -89%
KWMG
607
King Wealth Management Group
Florida
$391K -$71.1K -411 -15%
CG
608
Cutler Group
California
$390K -$129K -744 -24%
MHS
609
M Holdings Securities
Oregon
$388K +$2.42K +14 +0.6%
FCMC
610
Founders Capital Management (Connecticut)
Connecticut
$385K
HIM
611
Hillsdale Investment Management
Ontario, Canada
$383K -$1.73K -10 -0.4%
FB
612
Fulton Bank
Pennsylvania
$382K -$1.04K -6 -0.3%
TCM
613
Teza Capital Management
Illinois
$378K -$1.11M -6,439 -74%
Northwestern Mutual Wealth Management
614
Northwestern Mutual Wealth Management
Wisconsin
$377K +$22.2K +128 +6%
HCM
615
Harvest Capital Management
New Hampshire
$372K
FAM
616
Fred Alger Management
New York
$368K +$61.5K +355 +20%
SC
617
SouthState Corp
Florida
$366K
AWM
618
Altium Wealth Management
New York
$365K +$372K +2,147 New
AIS
619
American Investment Services
Massachusetts
$363K
HC
620
Henshaw Capital
Massachusetts
$356K
QIM
621
Quest Investment Management
Oregon
$351K
P
622
Pitcairn
Pennsylvania
$350K -$6.58K -38 -2%
HPC
623
HM Payson & Co
Maine
$350K +$14.2K +82 +4%
CB
624
Chemical Bank
Michigan
$348K -$4.33K -25 -1%
HCM
625
Howland Capital Management
Massachusetts
$341K