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Name Holding Trade Value Shares
Change
Change in
Stake
CT
801
Columbia Trust
Oregon
$647K +$9.54K +149 +1%
AWP
802
Ascent Wealth Partners
New York
$645K -$1.54K -24 -0.2%
DAM
803
Delta Asset Management
Tennessee
$644K -$15.6K -243 -2%
ACP
804
Aviance Capital Partners
Florida
$639K -$116K -1,813 -13%
Sumitomo Life Insurance
805
Sumitomo Life Insurance
Japan
$639K +$11.2K +175 +1%
IC
806
Intersect Capital
California
$638K -$159K -2,475 -17%
IFWM
807
Institute for Wealth Management
Colorado
$638K -$384 -6 -0%
IGWM
808
ICA Group Wealth Management
Colorado
$634K -$11.9K -186 -2%
MAA
809
Mraz Amerine & Associates
California
$634K -$448 -7 -0.1%
MAI Capital Management
810
MAI Capital Management
Ohio
$633K +$103K +1,611 +15%
OCM
811
Orleans Capital Management
Louisiana
$628K – – –
BMCM
812
Burns Matteson Capital Management
New York
$627K +$779K +12,158 New
Jump Financial
813
Jump Financial
Illinois
$627K -$95K -1,484 -11%
DZ Bank
814
DZ Bank
Germany
$625K -$21.7M -339,100 -97%
CFA
815
CWS Financial Advisors
Michigan
$625K -$46.3K -723 -6%
Carson Wealth (CWM LLC)
816
Carson Wealth (CWM LLC)
Nebraska
$622K -$221K -3,445 -22%
Simplicity Solutions
817
Simplicity Solutions
Minnesota
$618K +$295K +4,600 +62%
DAM
818
Diamant Asset Management
Connecticut
$617K – – –
JE
819
JMAC Enterprises
Pennsylvania
$615K +$352K +5,501 +86%
VCA
820
Verdence Capital Advisors
Maryland
$614K -$87.3K -1,363 -10%
Douglass Winthrop Advisors
821
Douglass Winthrop Advisors
New York
$607K +$50.9K +795 +7%
Lido Advisors
822
Lido Advisors
California
$605K +$74.6K +1,165 +11%
SCM
823
Stevens Capital Management
Pennsylvania
$605K +$751K +11,731 New
Hancock Whitney
824
Hancock Whitney
Mississippi
$603K +$5.51K +86 +0.7%
Laird Norton Wetherby Wealth Management
825
Laird Norton Wetherby Wealth Management
California
$602K +$4.87K +76 +0.7%