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Name Holding Trade Value Shares
Change
Change in
Stake
RAM
851
Ramirez Asset Management
New York
$494K
GM
852
GeoWealth Management
Illinois
$493K -$126K -438 -21%
MCM
853
Monument Capital Management
Virginia
$491K +$10.9K +38 +2%
KP
854
Keel Point
Alabama
$489K +$23.6K +82 +5%
SAM
855
Strategy Asset Managers
California
$489K -$10.4K -36 -2%
CTC
856
Central Trust Company
Missouri
$486K -$4.9K -17 -1%
HAIM
857
Hunter Associates Investment Management
Pennsylvania
$480K
DWT
858
Dorsey & Whitney Trust
South Dakota
$479K +$16.4K +57 +4%
UBP
859
Union Bancaire Privee
Switzerland
$477K -$834K -2,894 -64%
MC
860
Montag & Caldwell
Georgia
$476K
WA
861
Wealth Architects
California
$472K +$56.2K +195 +14%
CWM
862
Compass Wealth Management
Connecticut
$470K +$864 +3 +0.2%
FIM
863
Freedom Investment Management
Connecticut
$467K -$1.19M -4,114 -73%
UB
864
UMB Bank
Missouri
$467K +$29.1K +101 +7%
EH
865
Equitable Holdings
New York
$465K +$41.2K +143 +10%
EDRH
866
Edmond de Rothschild Holding
Switzerland
$461K -$173K -600 -28%
CIC
867
Carnegie Investment Counsel
Ohio
$456K -$467K -1,620 -52%
PWMAG
868
Pinnacle Wealth Management Advisory Group
New Jersey
$453K -$15.8K -55 -4%
CCA
869
Cottonwood Capital Advisors
Utah
$452K -$5.19K -18 -1%
HT
870
Headlands Technologies
Illinois
$451K +$433K +1,503 New
FRM
871
Fox Run Management
Connecticut
$448K +$431K +1,495 New
SCA
872
Snowden Capital Advisors
New York
$441K -$7.49K -26 -2%
FMWA
873
Forvis Mazars Wealth Advisors
Missouri
$441K +$576 +2 +0.1%
HCM
874
Howard Capital Management
Georgia
$438K +$60.8K +211 +17%
JCM
875
Jacobi Capital Management
Pennsylvania
$435K +$5.76K +20 +1%