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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
526
Origin Asset Management
United Kingdom
$839K +$676K +16,000 New
IRF
527
IBM Retirement Fund
New York
$819K -$103K -2,438 -14%
AP
528
Appleton Partners
Massachusetts
$818K -$2.75K -65 -0.4%
WJWM
529
Williams Jones Wealth Management
New York
$814K -$306K -7,234 -32%
SF
530
Synovus Financial
Georgia
$814K -$200K -4,733 -23%
Connor, Clark & Lunn Investment Management (CC&L)
531
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$806K -$653K -15,438 -50%
FBFS
532
First Business Financial Services
Wisconsin
$800K +$29.2K +690 +5%
BWAM
533
Boyd Watterson Asset Management
Ohio
$796K +$642K +15,183 New
ECM
534
Everence Capital Management
Indiana
$789K – – –
SPFA
535
Summit Place Financial Advisors
New Jersey
$783K -$493K -11,650 -44%
WP
536
WealthSource Partners
California
$782K -$51.5K -1,219 -8%
BCV
537
Banque Cantonale Vaudoise
Switzerland
$773K – – –
LPIC
538
LeJeune Puetz Investment Counsel
Michigan
$758K -$31.7K -750 -5%
PAS
539
Park Avenue Securities
New York
$755K +$609K +14,399 New
MYLI
540
Meiji Yasuda Life Insurance
Japan
$754K -$89.4K -2,115 -13%
CRWM
541
Castle Rock Wealth Management
California
$754K +$566K +13,377 New
CCP
542
Cardan Capital Partners
Colorado
$753K +$21.5K +508 +4%
IHL
543
Investment House LLC
California
$750K -$99.3K -2,350 -14%
1SB
544
1ST Source Bank
Indiana
$747K -$23.3K -550 -4%
SW
545
SteelPeak Wealth
California
$747K +$602K +14,251 New
WT
546
Whittier Trust
California
$744K +$125K +2,948 +26%
LFA
547
Legend Financial Advisors
Pennsylvania
$734K +$591K +13,980 New
WI
548
Wintrust Investments
Illinois
$725K +$11.7K +277 +2%
OFS
549
OneAscent Financial Services
Alabama
$703K -$126K -2,991 -18%
CIA
550
Choate Investment Advisors
Massachusetts
$703K – – –