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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
776
Joel Isaacson & Co
New York
$511K +$95.1K +400 +23%
FMB
777
Field & Main Bank
Kentucky
$510K +$7.14K +30 +1%
IAP
778
Indie Asset Partners
Indiana
$509K +$6.18K +26 +1%
DT
779
Diversified Trust
Tennessee
$507K -$44.5K -187 -8%
ZIMP
780
Zimmermann Investment Management & Planning
Pennsylvania
$507K +$3.57K +15 +0.7%
FT
781
Fiduciary Trust
Massachusetts
$506K +$91.8K +386 +23%
SIG
782
Sky Investment Group
Connecticut
$503K -$38.5K -162 -7%
DWM
783
Dakota Wealth Management
Florida
$503K +$59K +248 +14%
OIM
784
Oder Investment Management
California
$501K -$79.9K -336 -14%
TPWM
785
Twelve Points Wealth Management
Massachusetts
$498K +$3.57K +15 +0.7%
EM
786
ELCO Management
New York
$496K -$8.32K -35 -2%
BJL
787
Brighton Jones LLC
Washington
$495K -$80.2K -337 -14%
NL
788
NWAM LLC
Washington
$493K -$66.6K -280 -12%
DP
789
Dearborn Partners
Illinois
$489K +$62.6K +263 +15%
PFM
790
Parsec Financial Management
North Carolina
$489K -$29.3K -123 -6%
EWS
791
Evergreen Wealth Solutions
Pennsylvania
$488K +$714 +3 +0.1%
BP
792
Ballentine Partners
Massachusetts
$487K -$13.8K -58 -3%
DI
793
DFPG Investments
Utah
$486K +$462K +1,941 New
EVM
794
Evelyn V. Moreno
$485K
DWP
795
Daymark Wealth Partners
Ohio
$483K +$475K +1,995 New
JF
796
JSF Financial
California
$483K +$475K +1,995 New
MFA
797
Mayflower Financial Advisors
Massachusetts
$482K +$86.8K +365 +22%
TIA
798
Tiemann Investment Advisors
California
$481K -$5.95K -25 -1%
FFN
799
Focus Financial Network
Minnesota
$481K +$18.6K +78 +4%
PG
800
Pendal Group
Australia
$480K +$471K +1,981 New