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Name Holding Trade Value Shares
Change
Change in
Stake
CK
601
Cohen Klingenstein
New York
$1.01M – – –
Marshall Wace
602
Marshall Wace
United Kingdom
$1.01M -$3.77M -63,067 -80%
Level Four Advisory Services
603
Level Four Advisory Services
Texas
$1.01M +$13.6K +228 +1%
MGO One Seven
604
MGO One Seven
Ohio
$1.01M +$29.6K +494 +3%
Ferguson Wellman Capital Management
605
Ferguson Wellman Capital Management
Oregon
$1.01M -$373K -6,240 -28%
CB
606
CNB Bank
Pennsylvania
$1.01M -$77.8K -1,300 -8%
Sumitomo Life Insurance
607
Sumitomo Life Insurance
Japan
$1.01M -$38.5K -644 -4%
LIM
608
Leavell Investment Management
Alabama
$1M +$55.9K +934 +6%
Wealthspire Advisors (New York)
609
Wealthspire Advisors (New York)
New York
$997K +$74.1K +1,239 +9%
Alyeska Investment Group
610
Alyeska Investment Group
Illinois
$993K +$930K +15,536 New
NFG
611
Next Financial Group
Texas
$991K +$114K +1,902 +14%
MMHP
612
Murphy Middleton Hinkle & Parker
Georgia
$990K -$12.5K -209 -1%
RIM
613
Redwood Investment Management
Arizona
$989K -$13.5K -226 -1%
AP
614
Appleton Partners
Massachusetts
$982K -$106K -1,768 -10%
Wedbush Securities
615
Wedbush Securities
California
$982K +$157K +2,627 +21%
SC
616
Sawyer & Company
Massachusetts
$980K -$11.5K -192 -1%
Madison Asset Management
617
Madison Asset Management
Wisconsin
$975K – – –
CT
618
Cambridge Trust
Massachusetts
$975K +$38.1K +636 +4%
AI
619
ArchPoint Investors
Florida
$969K -$122K -2,035 -12%
JWM
620
Jupiter Wealth Management
Colorado
$960K +$299K +5,000 +50%
F.L. Putnam Investment Management
621
F.L. Putnam Investment Management
Massachusetts
$959K +$494K +8,261 +123%
Belpointe Asset Management
622
Belpointe Asset Management
Nevada
$952K +$54.6K +912 +7%
PCMM
623
Piedmont Capital Management (Montana)
Montana
$951K +$107K +1,786 +14%
Loring Wolcott & Coolidge Fiduciary Advisors
624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$944K +$7.12K +119 +0.8%
FAB
625
First American Bank
Illinois
$941K +$838 +14 +0.1%