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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evermay Wealth Management
Virginia
$98K
CI Investments Inc
527
CI Investments Inc
Ontario, Canada
$93K +$9.07K +184 +11%
FIA
528
FNY Investment Advisers
New York
$90K -$1.69M -34,306 -95%
TPBG
529
Turning Point Benefit Group
Maryland
$88.4K +$87K +1,765 New
PAM
530
Palisade Asset Management
Minnesota
$88.2K +$88.7K +1,800 New
HFM
531
Hartford Financial Management
Connecticut
$87.5K -$60.1K -1,220 -41%
WA
532
Westfuller Advisors
New York
$87.3K +$87.8K +1,782 New
PWA
533
Principia Wealth Advisory
Texas
$84.7K -$99 -2 -0.1%
TH
534
TCTC Holdings
Texas
$82.9K
BTI
535
Blue Trust Inc
Georgia
$79K +$13.5K +273 +20%
BTD
536
BankPlus Trust Department
Mississippi
$72.8K +$34.2K +695 +88%
TCOV
537
Trust Company of Vermont
Vermont
$72.2K -$6.65K -135 -8%
NS
538
NBC Securities
Alabama
$71.4K
QPBE
539
Quintet Private Bank (Europe)
Luxembourg
$65.2K -$23.8K -482 -27%
DSC
540
Duncker Streett & Co
Missouri
$63.9K
CTC
541
Central Trust Company
Missouri
$61K -$1.38K -28 -2%
CIAM
542
Caitong International Asset Management
Hong Kong
$56.1K +$49.1K +996 +668%
OP
543
ORG Partners
Indiana
$56K -$161K -3,266 -74%
MCM
544
Manchester Capital Management
Vermont
$54K -$26.8K -544 -33%
CH
545
Cromwell Holdings
Wyoming
$53.3K -$6.9K -140 -11%
AF
546
Allworth Financial
California
$52.1K -$9.56K -194 -15%
BSC
547
Brown Shipley & Co
United Kingdom
$51.5K -$748K -15,181 -94%
CFO
548
CVA Family Office
Colorado
$50.3K -$4.29K -87 -8%
S
549
Sachetta
Massachusetts
$50.3K
PTC
550
Private Trust Company
Ohio
$50K -$443 -9 -0.9%