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Name Holding Trade Value Shares
Change
Change in
Stake
ODCM
576
Old Dominion Capital Management
Virginia
$252K +$255K +1,746 New
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$249K +$6.13K +42 +2%
FDCC
578
Foster Dykema Cabot & Co
Massachusetts
$248K -$148K -1,015 -37%
CC
579
ClearArc Capital
Ohio
$246K +$146 +1 +0.1%
WT
580
Whittier Trust
California
$246K +$147K +1,009 +145%
IFWM
581
Institute for Wealth Management
Colorado
$244K – – –
AAM
582
Auxier Asset Management
Oregon
$243K – – –
IAA
583
Independent Advisor Alliance
North Carolina
$243K – – –
CCG
584
Chatham Capital Group
Georgia
$241K – – –
UB
585
UMB Bank
Missouri
$236K +$876 +6 +0.4%
ACM
586
Adalta Capital Management
New York
$232K -$17.1K -117 -7%
Federated Hermes
587
Federated Hermes
Pennsylvania
$232K +$1.6K +11 +0.7%
CFA
588
Carroll Financial Associates
North Carolina
$229K – – –
CIC
589
Carnegie Investment Counsel
Ohio
$227K – – –
Fuller & Thaler Asset Management
590
Fuller & Thaler Asset Management
California
$227K – – –
LS
591
Livforsakringsbolaget Skandia
Sweden
$227K – – –
GA
592
GFS Advisors
Texas
$223K +$226K +1,548 New
Carson Wealth (CWM LLC)
593
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
HC
594
Hourglass Capital
Texas
$218K – – –
PFS
595
Physicians Financial Services
North Carolina
$218K – – –
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$217K +$2.92K +20 +1%
MIA
597
MainStreet Investment Advisors
Illinois
$216K +$2.92K +20 +1%
SMFS
598
Squar Milner Financial Services
California
$215K +$8.61K +59 +5%
IAM
599
Integre Asset Management
New York
$214K – – –
PB
600
Pinnacle Bancorp
Nebraska
$214K – – –