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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
851
Bank Julius Baer & Co
Switzerland
$264K +$98K +396 +68%
CRC
852
Curi RMB Capital
Illinois
$263K -$4.21K -17 -2%
MOS
853
MGO One Seven
Ohio
$263K +$241K +974 New
Fiera Capital (Canada)
854
Fiera Capital (Canada)
Quebec, Canada
$260K -$4.21K -17 -2%
SWM
855
Stockman Wealth Management
Montana
$259K – – –
JWCA
856
J.W. Cole Advisors
Florida
$258K -$1.24K -5 -0.5%
SOW
857
State of Wyoming
Wyoming
$258K +$45.1K +182 +24%
CA
858
Carson Advisory
Georgia
$257K +$235K +951 New
TNB
859
Thomasville National Bank
Georgia
$256K – – –
SPIA
860
Steward Partners Investment Advisory
New York
$256K +$31.2K +126 +15%
SF
861
Synovus Financial
Georgia
$253K +$232K +936 New
HWM
862
HB Wealth Management
Georgia
$251K +$230K +930 New
MC
863
Manteio Capital
New Jersey
$251K +$230K +930 New
KTM
864
Keeler Thomas Management
Utah
$250K -$7.18K -29 -3%
CPO
865
Cerity Partners OCIO
New York
$250K – – –
ST
866
Smithfield Trust
Pennsylvania
$247K -$6.19K -25 -3%
PP
867
Patten & Patten
Tennessee
$247K – – –
BCM
868
Bayesian Capital Management
New York
$243K -$296K -1,194 -57%
IUHSA
869
Itau Unibanco Holding S.A.
Brazil
$242K -$67.6K -273 -23%
CWP
870
Concord Wealth Partners
Virginia
$241K +$30K +121 +16%
NIMI
871
Natixis Investment Managers International
France
$240K +$220K +890 New
BFA
872
Beaumont Financial Advisors
Massachusetts
$239K – – –
GJIC
873
Gamble Jones Investment Counsel
California
$239K – – –
PWMG
874
Pinnacle Wealth Management Group
Michigan
$235K – – –
6M
875
6 Meridian
Kansas
$235K +$1.73K +7 +0.8%