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Name Holding Trade Value Shares
Change
Change in
Stake
Livforsakringsbolaget Skandia
526
Livforsakringsbolaget Skandia
Sweden
$100K – – –
EWM
527
Evermay Wealth Management
Virginia
$98K – – –
CI Investments Inc
528
CI Investments Inc
Ontario, Canada
$93K +$9.07K +184 +11%
FIA
529
FNY Investment Advisers
New York
$90K -$1.69M -34,306 -95%
TPBG
530
Turning Point Benefit Group
Maryland
$88.4K +$87K +1,765 New
PAM
531
Palisade Asset Management
Minnesota
$88.2K +$88.7K +1,800 New
HFM
532
Hartford Financial Management
Connecticut
$87.5K -$60.1K -1,220 -41%
WA
533
Westfuller Advisors
New York
$87.3K +$87.8K +1,782 New
PWA
534
Principia Wealth Advisory
Texas
$84.7K -$99 -2 -0.1%
TCTC Holdings
535
TCTC Holdings
Texas
$82.9K – – –
Blue Trust Inc
536
Blue Trust Inc
Georgia
$79K +$13.5K +273 +20%
BTD
537
BankPlus Trust Department
Mississippi
$72.8K +$34.2K +695 +88%
TCOV
538
Trust Company of Vermont
Vermont
$72.2K -$6.65K -135 -8%
NS
539
NBC Securities
Alabama
$71.4K – – –
QPBE
540
Quintet Private Bank (Europe)
Luxembourg
$65.2K -$23.8K -482 -27%
DSC
541
Duncker Streett & Co
Missouri
$63.9K – – –
Central Trust Company
542
Central Trust Company
Missouri
$61K -$1.38K -28 -2%
CIAM
543
Caitong International Asset Management
Hong Kong
$56.1K +$49.1K +996 +668%
OP
544
ORG Partners
Indiana
$56K -$161K -3,266 -74%
MCM
545
Manchester Capital Management
Vermont
$54K -$26.8K -544 -33%
CH
546
Cromwell Holdings
Wyoming
$53.3K -$6.9K -140 -11%
Allworth Financial
547
Allworth Financial
California
$52.1K -$9.56K -194 -15%
BSC
548
Brown Shipley & Co
United Kingdom
$51.5K -$748K -15,181 -94%
CFO
549
CVA Family Office
Colorado
$50.3K -$4.29K -87 -8%
S
550
Sachetta
Massachusetts
$50.3K – – –