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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
526
Douglass Winthrop Advisors
New York
$921K +$53.1K +233 +6%
FIM
527
Freedom Investment Management
Connecticut
$909K +$182K +799 +26%
FPFS
528
First Personal Financial Services
North Carolina
$899K -$23.7K -104 -3%
CI
529
Cigna Investments
Connecticut
$872K -$108K -476 -11%
CPIA
530
Cornell Pochily Investment Advisors
New York
$860K -$33.3K -146 -4%
OIA
531
Optimum Investment Advisors
Illinois
$855K -$656K -2,881 -44%
HIC
532
Hartline Investment Corp
Illinois
$855K – – –
EFS
533
Essex Financial Services
Connecticut
$845K – – –
CHAM
534
Clear Harbor Asset Management
Connecticut
$842K +$37.1K +163 +5%
WJWM
535
Williams Jones Wealth Management
New York
$841K -$911 -4 -0.1%
SCP
536
Sandhill Capital Partners
New York
$828K – – –
BAM
537
Belpointe Asset Management
Nevada
$828K +$667K +2,929 +518%
GT
538
Glenview Trust
Kentucky
$826K – – –
FHA
539
First Horizon Advisors
Tennessee
$802K -$228 -1 -0%
WIS
540
Wright Investors Service
Connecticut
$800K -$686K -3,009 -47%
VanEck Associates
541
VanEck Associates
New York
$800K +$51.7K +227 +7%
CTC
542
Central Trust Company
Missouri
$796K -$225K -986 -23%
KA
543
Kintegral Advisory
New York
$788K – – –
WQ
544
Wealth Quarterback
New Jersey
$788K +$757K +3,322 New
OSAM
545
O'Shaughnessy Asset Management
Connecticut
$782K +$648K +2,842 +622%
BO
546
Bank OZK
Arkansas
$781K -$487K -2,138 -39%
Wealthfront Advisers
547
Wealthfront Advisers
California
$781K +$148K +648 +24%
BWM
548
BerganKDV Wealth Management
Minnesota
$778K +$11.6K +51 +2%
SSWM
549
Sheets Smith Wealth Management
North Carolina
$777K -$2.05K -9 -0.3%
IB
550
Intrust Bank
Kansas
$774K -$68.4K -300 -8%