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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
476
Williams Jones Wealth Management
New York
$919K +$13.2K +68 +2%
BAM
477
Boyar Asset Management
New York
$906K +$10.5K +54 +1%
WANY
478
Wealthspire Advisors (New York)
New York
$902K -$194 -1 -0%
IIL
479
Insight Inv LLC
California
$895K -$66.7K -344 -7%
TCOV
480
Trust Company of Vermont
Vermont
$889K -$56.6K -292 -6%
HI
481
Humankind Investments
New York
$882K -$228K -1,175 -22%
BIA
482
Barry Investment Advisors
Massachusetts
$880K -$8.92K -46 -1%
ACP
483
Aviance Capital Partners
Florida
$879K +$169K +869 +26%
Los Angeles Capital Management
484
Los Angeles Capital Management
California
$877K -$13.5M -69,516 -94%
TSWM
485
Triangle Securities Wealth Management
North Carolina
$875K +$8.34K +43 +1%
SSWM
486
Sheets Smith Wealth Management
North Carolina
$850K
GT
487
Glenview Trust
Kentucky
$839K +$22.7K +117 +3%
Squarepoint
488
Squarepoint
New York
$819K +$767K +3,952 New
QIM
489
Quantitative Investment Management
Virginia
$812K +$760K +3,918 New
OSAM
490
O'Shaughnessy Asset Management
Connecticut
$798K -$126K -652 -14%
ONB
491
Old National Bancorp
Indiana
$794K -$28.9K -149 -4%
KFC
492
Klingenstein Fields & Co
New York
$790K -$4.46K -23 -0.6%
IB
493
Intrust Bank
Kansas
$786K -$54.1K -279 -7%
AWM
494
Avior Wealth Management
Nebraska
$780K +$45K +232 +7%
TWD
495
True Wealth Design
Ohio
$778K -$1.75K -9 -0.2%
PCM
496
Parsons Capital Management
Rhode Island
$776K +$150K +773 +26%
API
497
Advisor Partners II
California
$773K +$75.5K +389 +12%
GAM
498
Grandview Asset Management
Pennsylvania
$768K -$276K -1,421 -28%
KRSITF
499
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$768K +$6.4K +33 +0.9%
MC
500
Montag & Caldwell
Georgia
$768K +$244K +1,258 +51%