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Name Holding Trade Value Shares
Change
Change in
Stake
CP
376
Covenant Partners
Tennessee
$721K
CAM
377
Cresset Asset Management
Illinois
$711K +$17.5K +330 +3%
PP
378
Prudential plc
United Kingdom
$706K -$96.6K -1,818 -13%
CG
379
Caprock Group
Idaho
$703K +$697K +13,120 New
JIC
380
Johnson Investment Counsel
Ohio
$688K
CFO
381
Callan Family Office
Pennsylvania
$686K -$251K -4,731 -29%
GC
382
Guggenheim Capital
Illinois
$684K +$33.8K +637 +6%
Envestnet Portfolio Solutions
383
Envestnet Portfolio Solutions
Illinois
$683K -$229K -4,310 -27%
VWM
384
Venturi Wealth Management
Texas
$682K
1832 Asset Management
385
1832 Asset Management
Ontario, Canada
$678K +$622K +11,700 New
AA
386
Ancora Advisors
Ohio
$671K
CAMG
387
CWA Asset Management Group
Florida
$671K +$120K +2,261 +24%
DADC
388
D.A. Davidson & Co
Montana
$670K +$93.9K +1,767 +18%
WIS
389
Wright Investors Service
Connecticut
$656K +$601K +11,308 New
RL
390
Retireful LLC
Michigan
$655K +$600K +11,298 New
OBAM
391
ODDO BHF Asset Management
France
$649K -$333K -6,264 -36%
LBC
392
Lowe Brockenbrough & Co
Virginia
$643K
IPW
393
Impact Partnership Wealth
Georgia
$640K +$587K +11,042 New
GT
394
Greenleaf Trust
Michigan
$637K -$2.28K -43 -0.4%
DO
395
denkapparat Operations
Germany
$634K
PS
396
Principal Securities
Iowa
$624K +$287K +5,401 +101%
OIS
397
OneAscent Investment Solutions
Alabama
$621K +$569K +10,715 New
BP
398
Ballentine Partners
Massachusetts
$611K +$55.9K +1,052 +11%
AF
399
Allworth Financial
California
$609K +$3.93K +74 +0.7%
Lido Advisors
400
Lido Advisors
California
$601K +$2.98K +56 +0.5%