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Name Holding Trade Value Shares
Change
Change in
Stake
BC
751
Burney Company
Virginia
$348K – – –
UM
752
UniSuper Management
Australia
$348K +$329K +2,800 New
SPC
753
Sigma Planning Corp
Michigan
$348K -$265K -2,260 -45%
IPAM
754
ICICI Prudential Asset Management
India
$343K +$19.2K +164 +6%
NHC
755
Nicholas Hoffman & Company
Georgia
$342K +$16.4K +140 +5%
WA
756
WBH Advisory
Maryland
$341K +$4.69K +40 +1%
CRC
757
Curi RMB Capital
Illinois
$341K -$35.2K -300 -10%
DWM
758
Dakota Wealth Management
Florida
$340K +$86.4K +736 +37%
CI
759
Conning Inc
Connecticut
$338K -$30.5K -260 -9%
CT
760
Cambridge Trust
Massachusetts
$338K -$11.7K -100 -4%
HT
761
Heritage Trust
Oklahoma
$335K – – –
HW
762
Hancock Whitney
Mississippi
$332K +$313K +2,668 New
PWM
763
Perigon Wealth Management
California
$329K +$310K +2,644 New
FFM
764
Forum Financial Management
Illinois
$328K +$3.29K +28 +1%
BFM
765
Boston Financial Management
Massachusetts
$327K – – –
RWM
766
Revisor Wealth Management
Ohio
$326K -$23.5K -200 -7%
AIA
767
Angeles Investment Advisors
California
$324K +$6.57K +56 +2%
TP
768
Tranquility Partners
Tennessee
$323K – – –
FM
769
Family Management
New York
$323K +$305K +2,600 New
IA
770
Inspire Advisors
Idaho
$322K +$44.1K +376 +17%
SIA
771
Schechter Investment Advisors
Michigan
$322K +$3.75K +32 +1%
SPW
772
Sonoma Private Wealth
California
$320K -$4.22K -36 -1%
SB
773
Simmons Bank
Arkansas
$318K – – –
PBO
774
Peoples Bank (Ohio)
Ohio
$318K -$469 -4 -0.2%
OHWP
775
Oak Harbor Wealth Partners
North Carolina
$317K -$1.41K -12 -0.5%