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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
551
Jones Financial Companies
Missouri
$895K +$136K +1,285 +20%
FFM
552
Forum Financial Management
Illinois
$887K +$22.2K +210 +3%
WIM
553
Waverton Investment Management
United Kingdom
$881K -$38.5K -365 -5%
GCM
554
Greenland Capital Management
New York
$880K -$1.79M -16,955 -70%
CFO
555
Callan Family Office
Pennsylvania
$873K -$54.1K -512 -7%
OWA
556
Outlook Wealth Advisors
Texas
$867K +$764K +7,234 New
Cambridge Investment Research Advisors
557
Cambridge Investment Research Advisors
Iowa
$854K -$79.3K -751 -10%
SLI
558
Sumitomo Life Insurance
Japan
$852K -$24.3K -230 -3%
FT
559
Fiduciary Trust
Massachusetts
$844K +$739 +7 +0.1%
BF
560
Brucke Financial
Indiana
$837K -$8.13K -77 -1%
GIA
561
Guyasuta Investment Advisors
Pennsylvania
$822K +$79.2K +750 +12%
FPAS
562
Focus Partners Advisor Solutions
Missouri
$821K +$299K +2,830 +67%
RWM
563
Riverbend Wealth Management
South Carolina
$820K +$6.13K +58 +0.9%
Fidelity International
564
Fidelity International
Bermuda
$820K +$340K +3,224 +89%
ONB
565
Old National Bancorp
Indiana
$819K -$169K -1,598 -19%
NYLIM
566
New York Life Investment Management
New York
$818K -$262K -2,484 -27%
VAG
567
VisionPoint Advisory Group
Texas
$810K -$50.1K -474 -7%
BCM
568
Barometer Capital Management
Ontario, Canada
$797K +$306K +2,900 +77%
CAM
569
Cresset Asset Management
Illinois
$797K -$21.3K -202 -3%
PAM
570
Panagora Asset Management
Massachusetts
$796K -$29.1M -275,978 -98%
CNBT
571
Canandaigua National Bank & Trust
New York
$795K -$422 -4 -0.1%
LFM
572
LGT Fund Management
Liechtenstein
$781K +$688K +6,516 New
GCM
573
Gallacher Capital Management
Colorado
$773K +$72.3K +685 +12%
HNB
574
Huntington National Bank
Ohio
$769K +$9.29K +88 +1%
BEAM
575
Baker Ellis Asset Management
Washington
$767K