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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
601
Harel Insurance Investments & Financial Services
Israel
$124K -$3.65K -13 -3%
ECM
602
Estabrook Capital Management
New York
$123K
AssetMark Inc
603
AssetMark Inc
California
$118K +$75.5K +269 +196%
TWD
604
True Wealth Design
Ohio
$115K +$112K +398 New
SIC
605
SJS Investment Consulting
Ohio
$110K +$28.9K +103 +37%
HNB
606
Huntington National Bank
Ohio
$106K -$28.4K -101 -22%
CT
607
Caldwell Trust
Florida
$104K
WC
608
Wexford Capital
Florida
$99.2K +$96K +342 New
VCM
609
Versant Capital Management
Arizona
$93.2K +$2.53K +9 +3%
BBHC
610
Brown Brothers Harriman & Co
New York
$90.2K +$81.1K +289 +1,314%
TAIM
611
Te Ahumairangi Investment Management
New Zealand
$84.2K +$81.4K +290 New
CFO
612
CVA Family Office
Colorado
$83.6K +$48.6K +173 +150%
CI
613
CX Institutional
Indiana
$82K +$72.1K +257 +1,028%
MWPCG
614
Measured Wealth Private Client Group
New Hampshire
$80.1K
UB
615
UMB Bank
Missouri
$78.1K +$59.2K +211 +364%
MA
616
MCF Advisors
Kentucky
$76.6K
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$75.7K +$43.8K +156 +149%
CLOS
618
Compagnie Lombard Odier SCmA
Switzerland
$75.5K
OP
619
ORG Partners
Indiana
$70.5K +$7.58K +27 +13%
EWM
620
Evolution Wealth Management
Florida
$69.6K +$67.4K +240 New
PWPS
621
Pinnacle Wealth Planning Services
Ohio
$68.8K +$66.5K +237 New
AAP
622
Arax Advisory Partners
Colorado
$66.5K -$696K -2,479 -92%
SS
623
SBI Securities
Japan
$66.2K +$281 +1 +0.4%
AA
624
Addison Advisors
Vermont
$65.3K
BTI
625
Blue Trust Inc
Georgia
$63.8K -$10.4K -37 -14%