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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
751
Tiemann Investment Advisors
California
$657K -$162K -647 -20%
Diversified Trust
752
Diversified Trust
Tennessee
$655K +$15.2K +61 +2%
SRAM
753
Spouting Rock Asset Management
Pennsylvania
$655K +$632K +2,528 New
Allstate Corporation
754
Allstate Corporation
Illinois
$653K +$75.9K +304 +14%
MA
755
MONECO Advisors
Connecticut
$650K +$999 +4 +0.2%
NAM
756
NorthCoast Asset Management
Connecticut
$646K -$840K -3,363 -57%
SSB
757
Sandy Spring Bank
Maryland
$630K +$258K +1,031 +74%
SBF
758
Sara-Bay Financial
Florida
$626K +$22K +88 +4%
FFG
759
Fortem Financial Group
California
$626K +$43.2K +173 +8%
Bowen Hanes & Co
760
Bowen Hanes & Co
Florida
$622K – – –
MA
761
Mutual Advisors
Nebraska
$622K +$210K +839 +54%
CCA
762
Childress Capital Advisors
Texas
$621K +$56.7K +227 +10%
Brighton Jones LLC
763
Brighton Jones LLC
Washington
$620K -$18K -72 -3%
Whittier Trust
764
Whittier Trust
California
$612K -$12.2K -49 -2%
Orion Portfolio Solutions
765
Orion Portfolio Solutions
Nebraska
$610K -$63.7K -255 -10%
IFWM
766
Institute for Wealth Management
Colorado
$610K -$18.7K -75 -3%
SBL
767
Sargent Bickham Lagudis
Colorado
$610K +$17.7K +71 +3%
ACM
768
Alethea Capital Management
Washington
$610K +$214K +856 +57%
Forvis Mazars Wealth Advisors
769
Forvis Mazars Wealth Advisors
Missouri
$608K -$154K -616 -21%
CCP
770
Corient Capital Partners
California
$606K +$65.7K +263 +13%
Luther King Capital Management (LKCM)
771
Luther King Capital Management (LKCM)
Texas
$606K +$82.7K +331 +16%
CAM
772
Cozad Asset Management
Illinois
$605K – – –
MAI Capital Management
773
MAI Capital Management
Ohio
$603K +$35.2K +141 +6%
ISWM
774
Independent Solutions Wealth Management
New York
$596K -$71.7K -287 -11%
Tocqueville Asset Management
775
Tocqueville Asset Management
New York
$596K -$50.2K -201 -8%