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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
501
Freedom Investment Management
Connecticut
$909K -$1.1M -29,869 -54%
AG
502
AIA Group
Hong Kong
$897K +$266K +7,190 +41%
Brown Advisory
503
Brown Advisory
Maryland
$892K -$39K -1,056 -4%
PP
504
Prudential plc
United Kingdom
$892K +$907K +24,568 New
CCP
505
Corient Capital Partners
California
$882K +$184K +4,991 +26%
PCMM
506
Piedmont Capital Management (Montana)
Montana
$876K – – –
JIC
507
Johnson Investment Counsel
Ohio
$874K -$2.25K -61 -0.3%
NRS
508
Neville Rodie & Shaw
New York
$863K – – –
PFM
509
Parsec Financial Management
North Carolina
$861K -$3.43K -93 -0.4%
RWA
510
Redhawk Wealth Advisors
Minnesota
$860K +$353K +9,553 +68%
WT
511
Whittier Trust
California
$859K -$13K -351 -1%
IFS
512
Ifrah Financial Services
Arkansas
$851K +$2.99K +81 +0.3%
ST
513
Smithfield Trust
Pennsylvania
$846K +$5.1K +138 +0.6%
EWS
514
Evergreen Wealth Solutions
Pennsylvania
$843K -$45K -1,218 -5%
CA
515
Clearstead Advisors
Ohio
$841K +$39.7K +1,075 +5%
CF
516
Copperwynd Financial
Arizona
$839K +$8.97K +243 +1%
FTDI
517
First Trust Direct Indexing
Massachusetts
$832K +$58.5K +1,584 +7%
GC
518
Garde Capital
Washington
$822K – – –
BS
519
Boenning & Scattergood
Pennsylvania
$817K – – –
EIP
520
Epoch Investment Partners
New York
$816K +$830K +22,469 New
HPCM
521
High Pointe Capital Management
Illinois
$812K – – –
MBT
522
Montecito Bank & Trust
California
$806K +$2.4K +65 +0.3%
GC
523
Gilbert & Cook
Iowa
$804K +$32.4K +877 +4%
FNBTCON
524
First National Bank & Trust Co of Newtown
Pennsylvania
$797K -$91.8K -2,485 -10%
CFB
525
Cullen/Frost Bankers
Texas
$790K -$16.2K -438 -2%