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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
651
Mengis Capital Management
Oregon
$352K -$15K -100 -4%
WKWM
652
Walter & Keenan Wealth Management
Indiana
$351K -$68.9K -460 -15%
HNB
653
Huntington National Bank
Ohio
$344K -$19.2K -128 -5%
IFAM
654
Institutional & Family Asset Management
Colorado
$341K -$2.59M -17,306 -87%
GIA
655
Granite Investment Advisors
New Hampshire
$340K – – –
CAW
656
Cornerstone Advisors (Washington)
Washington
$340K +$83.7K +559 +28%
FAN
657
Financial Advisors Network
California
$340K +$383K +2,558 New
CA
658
Commerzbank Aktiengesellschaft
Germany
$338K -$59.1K -395 -13%
TCOV
659
Trust Company of Vermont
Vermont
$335K +$86.5K +578 +30%
CT
660
Chicago Trust
Illinois
$333K +$105K +700 +39%
SG
661
StoneX Group
New York
$330K -$37K -247 -9%
EWM
662
Evercore Wealth Management
New York
$330K – – –
SCA
663
STALEY CAPITAL ADVISERS
Pennsylvania
$323K – – –
SFS
664
Sowell Financial Services
Arkansas
$319K -$17.1K -114 -5%
DWM
665
Dorchester Wealth Management
Quebec, Canada
$319K – – –
EGA
666
E&G Advisors
Texas
$319K – – –
FPCG
667
Fort Pitt Capital Group
Pennsylvania
$317K – – –
GH
668
GAM Holding
Switzerland
$310K -$121K -808 -26%
CAM
669
Cozad Asset Management
Illinois
$307K +$345K +2,305 New
NQWM
670
Northwest Quadrant Wealth Management
Oregon
$302K -$1.5K -10 -0.4%
WS
671
Wedbush Securities
California
$301K -$104K -694 -23%
OAM
672
Occidental Asset Management
California
$296K +$14.1K +94 +4%
EDRH
673
Edmond de Rothschild Holding
Switzerland
$295K -$1.18M -7,873 -78%
FFWA
674
FRG Family Wealth Advisors
Washington
$295K -$37.4K -250 -10%
SS
675
Sunbelt Securities
Texas
$295K -$449 -3 -0.1%