Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
901
Hurlow Wealth Management Group
Indiana
$446K – – –
LA
902
Latitude Advisors
Florida
$446K +$231K +760 +100%
BHA
903
Beech Hill Advisors
New York
$440K – – –
CI
904
Clal Insurance
Israel
$440K – – –
IRF
905
IBM Retirement Fund
New York
$440K – – –
WGAM
906
Wilkinson Global Asset Management
New York
$440K – – –
V
907
VeraBank
Texas
$432K – – –
SSW
908
Smith Shellnut Wilson
Mississippi
$431K +$2.74K +9 +0.6%
DT
909
Diversified Trust
Tennessee
$430K -$935K -3,077 -68%
GFS
910
GYL Financial Synergies
Connecticut
$430K +$6.08K +20 +1%
AWM
911
Aberdeen Wealth Management
Illinois
$428K – – –
ADL
912
Asset Dedication LLC
California
$427K +$70.5K +232 +19%
FPCP
913
Fort Point Capital Partners
California
$426K +$441K +1,451 New
FNBT
914
FineMark National Bank & Trust
Florida
$425K -$14.9K -49 -3%
CIC
915
Carnegie Investment Counsel
Ohio
$421K -$109K -359 -20%
TIA
916
Tiemann Investment Advisors
California
$421K -$15.2K -50 -3%
SPC
917
Sigma Planning Corp
Michigan
$420K -$189K -622 -30%
CWP
918
Curated Wealth Partners
California
$419K +$119K +393 +38%
TCOO
919
Trust Company of Oklahoma
Oklahoma
$418K – – –
AWM
920
AllSquare Wealth Management
New York
$416K – – –
AG
921
AlphaSimPlex Group
Massachusetts
$414K +$27.4K +90 +7%
RM
922
Resource Management
Louisiana
$411K -$30.4K -100 -7%
OBGC
923
O'Brien Greene & Co
Pennsylvania
$411K – – –
SOAMC
924
Spirit of America Management Corp
New York
$411K – – –
SMA
925
Sage Mountain Advisors
Georgia
$411K +$426K +1,400 New