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Name Holding Trade Value Shares
Change
Change in
Stake
DA
501
Doliver Advisors
Texas
$2.9M +$114K +687 +4%
JGUA
502
John G. Ullman & Associates
New York
$2.9M -$39.3K -236 -1%
BIM
503
Bridges Investment Management
Nebraska
$2.88M +$6.99K +42 +0.3%
RBC
504
Romano Brothers & Co
Illinois
$2.87M -$47.4K -285 -2%
NWM
505
Northcape Wealth Management
New York
$2.86M +$212K +1,274 +8%
CTC
506
Central Trust Company
Missouri
$2.85M +$8.16K +49 +0.3%
BF
507
BOK Financial
Oklahoma
$2.84M -$1.24M -7,420 -31%
ATC
508
Argent Trust Co
Tennessee
$2.84M +$124K +746 +5%
Wealth Enhancement Advisory Services
509
Wealth Enhancement Advisory Services
Minnesota
$2.8M +$2.72M +16,330 New
MGP
510
Metis Global Partners
California
$2.77M +$875K +5,257 +48%
PT
511
Plimoth Trust
Massachusetts
$2.76M -$65.9K -396 -2%
PG
512
Patten Group
Tennessee
$2.75M +$30.3K +182 +1%
H
513
HoyleCohen
California
$2.74M +$2.18M +13,112 +458%
CCT
514
Capital City Trust
Florida
$2.72M +$23K +138 +0.9%
FT
515
Fiduciary Trust
Massachusetts
$2.68M +$13.8K +83 +0.5%
RCIM
516
Red Cedar Investment Management
Michigan
$2.67M +$845K +5,076 +48%
TI
517
Tidal Investments
Wisconsin
$2.63M +$177K +1,064 +7%
TCOT
518
Trust Company of Toledo
Ohio
$2.62M -$162K -971 -6%
LCS
519
Levin Capital Strategies
New York
$2.62M
PFS
520
Prospera Financial Services
Texas
$2.62M -$84.7K -509 -3%
TNBTD
521
Trustmark National Bank Trust Department
Mississippi
$2.6M -$1.03M -6,174 -29%
PAM
522
Paradigm Asset Management
New York
$2.55M
WA
523
Wambolt & Associates
Colorado
$2.54M +$45.3K +272 +2%
FCH
524
Freestone Capital Holdings
Washington
$2.5M -$25.1K -151 -1%
AWS
525
Atria Wealth Solutions
New York
$2.46M -$238K -1,430 -9%