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Name Holding Trade Value Shares
Change
Change in
Stake
Buckingham Strategic Wealth
751
Buckingham Strategic Wealth
Missouri
$623K -$3.71K -65 -0.6%
KCM
752
Kanawha Capital Management
Virginia
$622K -$1.43K -25 -0.2%
Douglass Winthrop Advisors
753
Douglass Winthrop Advisors
New York
$622K – – –
BHWM
754
Bar Harbor Wealth Management
New Hampshire
$616K -$5.36K -94 -0.9%
CCA
755
Checchi Capital Advisers
California
$616K +$88.1K +1,546 +17%
Hancock Whitney
756
Hancock Whitney
Mississippi
$612K -$102K -1,786 -14%
IIM
757
Ipswich Investment Management
Massachusetts
$611K -$12.1K -213 -2%
Laird Norton Wetherby Wealth Management
758
Laird Norton Wetherby Wealth Management
California
$611K +$33.7K +591 +6%
SouthState Corp
759
SouthState Corp
Florida
$608K +$10.5K +185 +2%
WA
760
WealthTrust Axiom
Pennsylvania
$607K -$3.36K -59 -0.5%
MAI Capital Management
761
MAI Capital Management
Ohio
$605K +$25.8K +453 +4%
BAM
762
Brave Asset Management
New Jersey
$604K – – –
BMC
763
Beaton Management Company
Massachusetts
$604K +$7.13K +125 +1%
AHC
764
Adell Harriman & Carpenter
Texas
$603K +$219K +3,838 +56%
Foundations Investment Advisors
765
Foundations Investment Advisors
Arizona
$600K +$180K +3,158 +45%
SC
766
Schulhoff & Co
Ohio
$599K – – –
LCP
767
Legacy Capital Partners
Wisconsin
$597K -$176K -3,090 -23%
Dynamic Advisor Solutions
768
Dynamic Advisor Solutions
Arizona
$597K -$82.5K -1,447 -12%
SG
769
Stonnington Group
California
$596K +$574K +10,071 New
JWCA
770
J.W. Coons Advisors
Ohio
$591K +$9.35K +164 +2%
Gradient Investments
771
Gradient Investments
Minnesota
$591K +$62.4K +1,094 +12%
PTC
772
Philadelphia Trust Company
Pennsylvania
$591K +$594K +10,426 New
CI
773
Ceera Investments
Texas
$590K +$593K +10,408 New
Park National Corp
774
Park National Corp
Ohio
$589K +$18.6K +326 +3%
HL
775
HeadInvest LLC
Maine
$588K -$55.8K -978 -9%