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Name Holding Trade Value Shares
Change
Change in
Stake
IHL
576
Investment House LLC
California
$258K +$243K +1,739 New
ACM
577
Adalta Capital Management
New York
$256K -$36.6K -262 -13%
IA
578
IFG Advisory
Georgia
$254K -$6.28K -45 -3%
CC
579
ClearArc Capital
Ohio
$253K -$29.9K -214 -11%
DWA
580
Douglass Winthrop Advisors
New York
$253K – – –
IFWM
581
Institute for Wealth Management
Colorado
$251K – – –
AAM
582
Auxier Asset Management
Oregon
$250K – – –
IAA
583
Independent Advisor Alliance
North Carolina
$250K +$2.51K +18 +1%
LNWWM
584
Laird Norton Wetherby Wealth Management
California
$249K +$17.7K +127 +8%
CCG
585
Chatham Capital Group
Georgia
$248K – – –
CCIA
586
Campbell & Co Investment Adviser
Maryland
$247K +$232K +1,663 New
RJT
587
Raymond James Trust
Florida
$246K -$60.4K -433 -21%
UB
588
UMB Bank
Missouri
$242K +$1.81K +13 +0.8%
Federated Hermes
589
Federated Hermes
Pennsylvania
$238K +$175K +1,257 +368%
CFA
590
Carroll Financial Associates
North Carolina
$236K +$19.1K +137 +9%
LS
591
Livforsakringsbolaget Skandia
Sweden
$234K +$65K +466 +42%
CIC
592
Carnegie Investment Counsel
Ohio
$233K -$12.3K -88 -5%
Fuller & Thaler Asset Management
593
Fuller & Thaler Asset Management
California
$233K – – –
QCMC
594
Quantum Capital Management (California)
California
$225K +$211K +1,512 New
HC
595
Hourglass Capital
Texas
$225K +$211K +1,513 New
JG
596
Jefferies Group
New York
$225K +$211K +1,513 New
PFS
597
Physicians Financial Services
North Carolina
$225K +$211K +1,513 New
DCM
598
Dupont Capital Management
Delaware
$223K -$30.7K -220 -13%
CCM
599
Community Capital Management
Florida
$223K +$210K +1,504 New
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$220K -$122K -873 -37%