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Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
851
ZWJ Investment Counsel
Georgia
$543K
VWM
852
Venturi Wealth Management
Texas
$534K +$175K +972 +56%
AWM
853
Aviso Wealth Management
Washington
$529K +$480K +2,668 New
CI
854
Cigna Investments
Connecticut
$529K
PF
855
Phoenix Financial
Israel
$524K +$77.7K +432 +20%
PPWP
856
Premier Path Wealth Partners
New Jersey
$521K +$473K +2,629 New
AG
857
AIA Group
Hong Kong
$521K -$18.2M -101,189 -97%
ADMI
858
Albert D. Mason Inc
Massachusetts
$519K -$1.26K -7 -0.3%
SC
859
Sonen Capital
California
$516K +$3.24K +18 +0.7%
RWM
860
Rench Wealth Management
Texas
$507K +$1.44K +8 +0.3%
AIA
861
Angeles Investment Advisors
California
$506K +$3.96K +22 +0.9%
OPCM
862
Osborne Partners Capital Management
California
$505K -$12.6K -70 -3%
AWM
863
Avitas Wealth Management
California
$504K -$3.24K -18 -0.7%
TPM
864
Triasima Portfolio Management
Quebec, Canada
$501K +$147K +820 +48%
KWM
865
Kingsview Wealth Management
Oregon
$500K -$1.62K -9 -0.4%
LWP
866
Laurel Wealth Planning
Minnesota
$498K
CB
867
Cadence Bank
Mississippi
$493K -$6.65K -37 -1%
MMPW
868
Mitchell McLeod Pugh & Williams
Alabama
$489K +$12.6K +70 +3%
STA
869
Summit Trail Advisors
New York
$489K +$22.3K +124 +5%
AL
870
ADE LLC
Maryland
$487K
KC
871
Kepos Capital
New York
$486K +$14.7K +82 +3%
LIM
872
Leavell Investment Management
Alabama
$485K
RMCM
873
Reynders McVeigh Capital Management
Massachusetts
$484K -$23.4K -130 -5%
OMC
874
Old Mission Capital
Illinois
$483K +$438K +2,435 New
MCWS
875
McKinley Carter Wealth Services
West Virginia
$483K -$53.8K -299 -11%