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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
626
LS Investment Advisors
Michigan
$719K -$247K -4,778 -27%
PCMM
627
Piedmont Capital Management (Montana)
Montana
$718K +$668K +12,941 New
Fred Alger Management
628
Fred Alger Management
New York
$712K – – –
TC
629
Trilogy Capital
California
$711K +$258 +5 +0%
Park National Corp
630
Park National Corp
Ohio
$709K -$67.4K -1,306 -9%
ASA
631
Armstrong Shaw Associates
Connecticut
$708K -$29.9K -580 -4%
BMA
632
Brooks Moore & Associates
Tennessee
$708K -$3.51K -68 -0.5%
SouthState Corp
633
SouthState Corp
Florida
$707K -$133K -2,584 -17%
People's United Financial
634
People's United Financial
Connecticut
$706K +$42.9K +831 +7%
Wedbush Securities
635
Wedbush Securities
California
$706K +$63.9K +1,237 +11%
MAA
636
Mraz Amerine & Associates
California
$700K +$155 +3 +0%
ESCM
637
Echo Street Capital Management
New York
$695K +$647K +12,530 New
IFWM
638
Institute for Wealth Management
Colorado
$691K +$56.5K +1,095 +10%
Lincoln National Corp
639
Lincoln National Corp
Pennsylvania
$691K +$94.5K +1,831 +17%
GIA
640
Gladstone Institutional Advisory
Florida
$690K -$121K -2,341 -16%
WIC
641
Wilkins Investment Counsel
Massachusetts
$690K – – –
QWM
642
QP Wealth Management
New Jersey
$690K +$642K +12,430 New
FTDI
643
First Trust Direct Indexing
Massachusetts
$690K +$642K +12,436 New
JHCP
644
Jackson Hole Capital Partners
Oklahoma
$687K +$11.1K +215 +2%
AF
645
Advisornet Financial
Minnesota
$681K +$207 +4 +0%
Evercore Wealth Management
646
Evercore Wealth Management
New York
$675K -$1.45K -28 -0.2%
DMK
647
David M. Knott
$673K – – –
CIAS
648
Capital Investment Advisory Services
North Carolina
$671K -$11.6K -224 -2%
HT
649
HighTower Trust
Texas
$663K +$41.1K +796 +7%
Focus Financial Network
650
Focus Financial Network
Minnesota
$651K +$6.71K +130 +1%