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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
451
Trust Asset Management
Texas
$498K +$55.5K +3,494 +14%
DCM
452
Dupont Capital Management
Delaware
$485K -$1.06M -66,621 -71%
PCS
453
Personal CFO Solutions
New Jersey
$485K +$17.6K +1,107 +4%
WDA
454
Wendell David Associates
New Hampshire
$483K
ANBT
455
American National Bank & Trust
Texas
$480K +$86.9K +5,470 +25%
RE
456
RBC Europe
United Kingdom
$476K -$11.1K -699 -2%
Massachusetts Financial Services
457
Massachusetts Financial Services
Massachusetts
$475K +$433K +27,261 New
Baird Financial Group
458
Baird Financial Group
Wisconsin
$473K -$42.4K -2,668 -9%
PA
459
Profund Advisors
Maryland
$472K +$61.2K +3,849 +17%
RCS
460
Retirement Capital Strategies
California
$470K
HW
461
Hancock Whitney
Mississippi
$469K -$154K -9,677 -26%
OFS
462
OneAscent Financial Services
Alabama
$462K +$6.16K +388 +1%
BCWM
463
Bartlett & Co Wealth Management
Ohio
$462K -$18.7K -1,176 -4%
FNT
464
First National Trust
Pennsylvania
$460K -$47.8K -3,006 -10%
BC
465
Bartlett & Co
Ohio
$457K -$18.7K -1,176 -4%
CK
466
Cohen Klingenstein
New York
$457K
IHL
467
Investment House LLC
California
$455K -$478K -30,102 -54%
NRS
468
Neville Rodie & Shaw
New York
$455K
OPPTF
469
OPSEU Pension Plan Trust Fund
Ontario, Canada
$454K +$424K +26,665 New
SOAMC
470
Spirit of America Management Corp
New York
$453K
MWM
471
Mission Wealth Management
California
$451K +$3.11K +196 +0.8%
MGIM
472
M&G Investment Management
United Kingdom
$447K +$418K +26,297 New
IIM
473
Ironwood Investment Management
Massachusetts
$446K -$1.25K -79 -0.3%
GIM
474
Grassi Investment Management
California
$446K
CF
475
Copperwynd Financial
Arizona
$443K -$13.2K -828 -3%