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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
526
Optimum Investment Advisors
Illinois
$855K -$656K -2,881 -44%
HIC
527
Hartline Investment Corp
Illinois
$855K
EFS
528
Essex Financial Services
Connecticut
$845K
CHAM
529
Clear Harbor Asset Management
Connecticut
$842K +$37.1K +163 +5%
WJWM
530
Williams Jones Wealth Management
New York
$841K -$911 -4 -0.1%
SCP
531
Sandhill Capital Partners
New York
$828K
BAM
532
Belpointe Asset Management
Nevada
$828K +$667K +2,929 +518%
GT
533
Glenview Trust
Kentucky
$826K
FHA
534
First Horizon Advisors
Tennessee
$802K -$228 -1 -0%
WIS
535
Wright Investors Service
Connecticut
$800K -$686K -3,009 -47%
VanEck Associates
536
VanEck Associates
New York
$800K +$51.7K +227 +7%
CTC
537
Central Trust Company
Missouri
$796K -$225K -986 -23%
KA
538
Kintegral Advisory
New York
$788K
WQ
539
Wealth Quarterback
New Jersey
$788K +$757K +3,322 New
OSAM
540
O'Shaughnessy Asset Management
Connecticut
$782K +$648K +2,842 +622%
BO
541
Bank OZK
Arkansas
$781K -$487K -2,138 -39%
Wealthfront Advisers
542
Wealthfront Advisers
California
$781K +$148K +648 +24%
BWM
543
BerganKDV Wealth Management
Minnesota
$778K +$11.6K +51 +2%
SSWM
544
Sheets Smith Wealth Management
North Carolina
$777K -$2.05K -9 -0.3%
IB
545
Intrust Bank
Kansas
$774K -$68.4K -300 -8%
HI
546
Humankind Investments
New York
$764K +$191K +840 +35%
IRF
547
IBM Retirement Fund
New York
$762K -$146K -641 -17%
JGUA
548
John G. Ullman & Associates
New York
$751K -$24.4K -107 -3%
TCM
549
Teza Capital Management
Illinois
$751K +$722K +3,168 New
AAM
550
Azzad Asset Management
Virginia
$745K -$730K -3,202 -50%