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Name Holding Trade Value Shares
Change
Change in
Stake
EI
476
EFG International
$107K +$99.3K +4,066 New
WETS
477
Wealth Enhancement Trust Services
South Dakota
$106K +$98.4K +4,029 New
PG
478
Proffitt & Goodson
Tennessee
$96.3K -$12.2K -500 -12%
CIAM
479
Caitong International Asset Management
Hong Kong
$95.4K +$88.7K +3,630 New
SAG
480
SageView Advisory Group
California
$93.4K +$86.8K +3,554 New
CT
481
Caldwell Trust
Florida
$91.2K – – –
EPIM
482
Evelyn Partners Investment Management
$91.2K – – –
IA
483
IFP Advisors
Florida
$86K +$30.8K +1,262 +63%
BBHC
484
Brown Brothers Harriman & Co
New York
$83.7K +$27.8K +1,140 +56%
TPCW
485
TD Private Client Wealth
New York
$83.3K -$24.4K -998 -24%
SIS
486
Strategic Investment Solutions
Illinois
$78.9K +$73.4K +3,005 New
CWMS
487
CFG Wealth Management Services
Indiana
$78.8K +$73.3K +3,000 New
IIM
488
Intact Investment Management
Quebec, Canada
$78.8K +$73.3K +3,000 New
VanEck Associates
489
VanEck Associates
New York
$73K -$12.8K -524 -16%
UB
490
UMB Bank
Missouri
$71.9K +$2.78K +114 +4%
SCM
491
Silvant Capital Management
Georgia
$69.6K – – –
TWD
492
True Wealth Design
Ohio
$59.9K +$5.13K +210 +10%
HNB
493
Huntington National Bank
Ohio
$58K -$855 -35 -2%
TC
494
Truvestments Capital
Florida
$55.3K – – –
PWPS
495
Pinnacle Wealth Planning Services
Ohio
$53.5K +$49.8K +2,038 New
CAL
496
Capital Analysts LLC
Pennsylvania
$53K -$7.6K -311 -13%
Federated Hermes
497
Federated Hermes
Pennsylvania
$49.9K -$171 -7 -0.4%
MCM
498
Manchester Capital Management
Vermont
$49.1K -$293 -12 -0.6%
CA
499
Clearstead Advisors
Ohio
$48.7K -$13K -533 -22%
UOTTAIMCU
500
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46.9K – – –