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Name Holding Trade Value Shares
Change
Change in
Stake
MA
951
MUFG Americas
New York
$692K -$56.5K -265 -8%
AG
952
AIA Group
Hong Kong
$692K +$172K +807 +36%
QTM
953
qPULA Trading Management
New York
$690K +$649K +3,042 New
HFG
954
Heron Financial Group
New York
$689K -$73.6K -345 -10%
CCG
955
Ceeto Capital Group
Florida
$687K
LWAC
956
Laurel Wealth Advisors (California)
California
$686K -$32K -150 -5%
MTIC
957
Missouri Trust & Investment Company
Missouri
$685K +$22.4K +105 +4%
KFGK
958
Keystone Financial Group (Kentucky)
Kentucky
$682K +$640 +3 +0.1%
PWM
959
Perigon Wealth Management
California
$682K +$398K +1,866 +163%
CW
960
CreativeOne Wealth
Kansas
$681K -$497K -2,330 -44%
CIA
961
Cladis Investment Advisory
Montana
$680K
CGL
962
Clarius Group LLC
Washington
$680K -$164K -770 -20%
SVWAG
963
Sound View Wealth Advisors Group
Georgia
$679K +$40.8K +191 +7%
FFG
964
Fortem Financial Group
California
$679K +$640K +2,997 New
BIA
965
Bigelow Investment Advisors
Maine
$669K -$10.9K -51 -2%
LWM
966
Lyell Wealth Management
California
$663K +$1.71K +8 +0.3%
HA
967
Harfst & Associates
Wyoming
$662K -$187K -874 -23%
KA
968
Kintegral Advisory
New York
$660K +$13K +61 +2%
WCA
969
Westover Capital Advisors
Delaware
$659K +$14.9K +70 +2%
WC
970
Westhampton Capital
North Carolina
$659K +$171K +800 +38%
CB
971
Community Bank
New York
$657K +$140K +655 +29%
WT
972
Whittier Trust
California
$656K -$96.9K -454 -14%
FLPIM
973
F.L. Putnam Investment Management
Massachusetts
$652K
WANY
974
Wealthspire Advisors (New York)
New York
$651K -$11.1K -52 -2%
VI
975
Versor Investments
New York
$646K -$873K -4,093 -59%