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Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
826
Newman Dignan & Sheerar Inc
Rhode Island
$768K +$25.5K +490 +4%
IPAM
827
ICICI Prudential Asset Management
India
$767K +$53.6K +1,030 +8%
AAIS
828
ABN AMRO Investment Solutions
$763K
SAM
829
Shell Asset Management
Netherlands
$748K -$173K -3,330 -21%
LSAG
830
Lake Street Advisors Group
New Hampshire
$738K +$661K +12,700 New
TIA
831
Trust Investment Advisors
Indiana
$738K
FNBT
832
FineMark National Bank & Trust
Florida
$737K +$19.8K +380 +3%
CFG
833
Cooper Financial Group
California
$736K +$12K +230 +2%
VEA
834
Virtus ETF Advisers
New York
$735K -$188K -3,620 -22%
ZCM
835
Ziegler Capital Management
Illinois
$729K +$13K +250 +2%
CCM
836
Cohen Capital Management
California
$727K
BP
837
Ballentine Partners
Massachusetts
$718K +$76K +1,460 +13%
1IA
838
1834 Investment Advisors
Wisconsin
$714K -$213K -4,100 -25%
PWLP
839
Prio Wealth Limited Partnership
Massachusetts
$706K +$2.08K +40 +0.3%
CT
840
Caldwell Trust
Florida
$706K -$53.1K -1,020 -8%
Credit Agricole
841
Credit Agricole
France
$705K -$623K -11,960 -50%
MM
842
MQS Management
New York
$704K +$630K +12,110 New
KA
843
Kintegral Advisory
New York
$703K +$630K +12,100 New
CCS
844
Concentric Capital Strategies
Connecticut
$703K +$194K +3,730 +45%
AI
845
Atom Investors
Texas
$702K +$628K +12,070 New
HFM
846
Hartford Funds Management
Pennsylvania
$700K +$47.9K +920 +8%
Fidelity International
847
Fidelity International
Bermuda
$697K -$3.12K -60 -0.5%
HAG
848
HighPoint Advisor Group
Illinois
$693K +$515K +9,900 New
WB
849
WesBanco Bank
West Virginia
$687K
TCOV
850
Trust Company of Vermont
Vermont
$686K +$255K +4,900 +71%