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Name Holding Trade Value Shares
Change
Change in
Stake
DC
501
Davenport & Co
Virginia
$205K +$245 +3 +0.1%
KRSITF
502
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$205K +$8.57K +105 +4%
EFS
503
Essex Financial Services
Connecticut
$203K
TCM
504
Tradition Capital Management
New Jersey
$202K -$451K -5,525 -66%
CPIG
505
Chicago Partners Investment Group
Illinois
$202K -$24.5K -300 -10%
BTNA
506
Bremer Trust National Association
Minnesota
$197K -$2.61K -32 -1%
LFA
507
Legacy Financial Advisors
Kentucky
$185K -$3.19K -39 -1%
PCM
508
Prelude Capital Management
New York
$184K +$148K +1,810 +230%
BOPW
509
Brandywine Oak Private Wealth
Pennsylvania
$184K +$212K +2,601 New
OAM
510
Oppenheimer Asset Management
New York
$178K -$156K -1,914 -43%
CAM
511
Cresset Asset Management
Illinois
$165K +$190K +2,328 New
PHK
512
Point72 Hong Kong
Hong Kong
$163K -$45K -551 -19%
QCG
513
Quadrant Capital Group
Ohio
$155K -$35.7K -437 -16%
BAM
514
Barrett Asset Management
New York
$149K
PMFA
515
Plante Moran Financial Advisors
Michigan
$145K
RE
516
RBC Europe
United Kingdom
$140K
IUHSA
517
Itau Unibanco Holding S.A.
Brazil
$139K +$163K +1,992 New
CFG
518
Citizens Financial Group
Rhode Island
$131K -$12.3K -150 -7%
KA
519
Kintegral Advisory
New York
$131K +$151K +1,845 New
LNB
520
Ledyard National Bank
$128K
ER
521
Enlightenment Research
Florida
$128K +$147K +1,800 New
BFEC
522
Benjamin F. Edwards & Company
Missouri
$125K -$3.19K -39 -2%
C
523
Cerebellum
California
$123K +$142K +1,738 New
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$123K
AIL
525
AGF Investments LLC
Ontario, Canada
$121K +$93.4K +1,144 +204%