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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
676
Baldwin Wealth Partners
Massachusetts
$367K
CCM
677
CAAS Capital Management
New York
$367K +$371K +2,600 New
Capstone Investment Advisors
678
Capstone Investment Advisors
New York
$365K -$4.67M -32,713 -93%
DWM
679
Destination Wealth Management
California
$365K -$29.9K -209 -7%
Vontobel Holding
680
Vontobel Holding
Switzerland
$365K +$90.2K +631 +32%
ECM
681
Exchange Capital Management
Michigan
$365K +$369K +2,586 New
SCM
682
Schnieders Capital Management
California
$363K -$3K -21 -0.8%
MYIA
683
Mount Yale Investment Advisors
Colorado
$363K -$143 -1 -0%
BAM
684
Belpointe Asset Management
Nevada
$363K +$3.71K +26 +1%
CAM
685
Cresset Asset Management
Illinois
$362K +$129K +902 +40%
HBT
686
Hills Bank & Trust
Iowa
$359K -$25K -175 -6%
TMAM
687
Tokio Marine Asset Management
Japan
$359K +$24.3K +170 +7%
EF
688
Empirical Finance
Pennsylvania
$358K +$19K +133 +6%
NICM
689
Neo Ivy Capital Management
New York
$358K +$363K +2,544 New
NSB
690
Norway Savings Bank
Maine
$356K -$145K -1,015 -29%
FNBOMD
691
First National Bank of Mount Dora
Florida
$356K -$51.1K -358 -12%
WG
692
Welch Group
Alabama
$356K
HPC
693
HM Payson & Co
Maine
$351K
GBT
694
Grove Bank & Trust
Florida
$350K +$355K +2,485 New
SW
695
SVB Wealth
Massachusetts
$349K -$8K -56 -2%
PBC
696
Pavion Blue Capital
California
$348K
6F
697
626 Financial
Michigan
$347K
EH
698
Equitable Holdings
New York
$346K -$26.7K -187 -7%
FF
699
FourThought Financial
Florida
$346K -$5.43K -38 -2%
LSA
700
Leonteq Securities AG
Switzerland
$343K -$174K -1,217 -33%