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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
901
Corient Capital Partners
California
$254K -$21.7K -130 -8%
JWCA
902
J.W. Cole Advisors
Florida
$254K -$12.5K -75 -5%
ISL
903
Ingalls & Snyder LLC
New York
$254K
Federated Hermes
904
Federated Hermes
Pennsylvania
$253K -$5.5K -33 -2%
LS
905
Livforsakringsbolaget Skandia
Sweden
$253K
BB
906
Busey Bank
Illinois
$253K +$6.5K +39 +3%
WSC
907
Wellington Shields & Co
New York
$252K
IF
908
Insight Folios
North Carolina
$252K +$15.5K +93 +7%
TC
909
TownSquare Capital
Utah
$251K -$40.8K -245 -15%
5L
910
55I LLC
Massachusetts
$249K +$13.2K +79 +6%
MFW
911
Meristem Family Wealth
Minnesota
$248K -$834 -5 -0.3%
CA
912
Cornerstone Advisory
Maryland
$248K +$237K +1,420 New
PCM
913
Parsons Capital Management
Rhode Island
$246K
GTAM
914
Global Trust Asset Management
Florida
$246K +$62.8K +377 +37%
HCM
915
Howland Capital Management
Massachusetts
$245K +$4K +24 +2%
RGF
916
Retirement Guys Formula
Ohio
$245K +$234K +1,405 New
AMG
917
Advisors Management Group
Wisconsin
$245K +$234K +1,406 New
VC
918
Veracity Capital
Georgia
$241K +$167 +1 +0.1%
SA
919
Strategic Advisors
New York
$240K -$20.8K -125 -8%
CI
920
Conning Inc
Connecticut
$240K -$2.67K -16 -1%
OSAM
921
O'Shaughnessy Asset Management
Connecticut
$240K +$7.33K +44 +3%
CFA
922
CWS Financial Advisors
Michigan
$240K +$230K +1,379 New
BRM
923
Boston Research & Management
Massachusetts
$239K
OTL
924
Oak Thistle LLC
New York
$239K +$228K +1,369 New
CCM
925
Carderock Capital Management
Maryland
$238K