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Name Holding Trade Value Shares
Change
Change in
Stake
Carret Asset Management
701
Carret Asset Management
New York
$736K -$155K -2,919 -17%
Kintegral Advisory
702
Kintegral Advisory
New York
$735K – – –
BCM
703
Bluefin Capital Management
New York
$724K +$730K +13,733 New
Compagnie Lombard Odier SCmA
704
Compagnie Lombard Odier SCmA
Switzerland
$723K -$258K -4,860 -26%
Duff & Phelps Investment Management
705
Duff & Phelps Investment Management
Illinois
$721K -$15K -283 -2%
Meiji Yasuda Asset Management
706
Meiji Yasuda Asset Management
Japan
$718K +$28.7K +540 +4%
CAM
707
Columbia Asset Management
Michigan
$715K -$38K -715 -5%
NewEdge Advisors
708
NewEdge Advisors
Louisiana
$711K -$81K -1,524 -10%
Trust Asset Management
709
Trust Asset Management
Texas
$711K +$51K +960 +8%
Clear Harbor Asset Management
710
Clear Harbor Asset Management
Connecticut
$708K -$106K -2,000 -13%
Avior Wealth Management
711
Avior Wealth Management
Nebraska
$705K +$65.6K +1,235 +10%
Lido Advisors
712
Lido Advisors
California
$703K +$216K +4,072 +44%
Fiduciary Trust
713
Fiduciary Trust
Massachusetts
$701K +$122K +2,294 +21%
Chesley Taft & Associates
714
Chesley Taft & Associates
Illinois
$687K – – –
Marcum Wealth
715
Marcum Wealth
Ohio
$686K -$10.9K -205 -2%
Foundations Investment Advisors
716
Foundations Investment Advisors
Arizona
$686K +$4.52K +85 +0.7%
Relative Value Partners Group
717
Relative Value Partners Group
$682K +$26.6K +500 +4%
Checchi Capital Advisers
718
Checchi Capital Advisers
California
$679K +$13.7K +257 +2%
RBFC
719
Roman Butler Fullerton & Co
Missouri
$678K -$650K -12,236 -51%
RIA
720
Realta Investment Advisors
Delaware
$669K +$26.6K +500 +4%
ACM
721
Adalta Capital Management
New York
$665K – – –
Central Trust Company
722
Central Trust Company
Missouri
$665K +$102K +1,920 +18%
Kingsview Wealth Management
723
Kingsview Wealth Management
Oregon
$650K -$74K -1,393 -10%
TYCC
724
Texas Yale Capital Corp
Florida
$650K – – –
WSC
725
Wellington Shields & Co
New York
$650K +$74.9K +1,410 +13%