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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
601
Carnegie Investment Counsel
Ohio
$217K -$98K -1,449 -29%
CFA
602
CWS Financial Advisors
Michigan
$215K +$15.3K +227 +7%
CAM
603
Claret Asset Management
Quebec, Canada
$215K
TE
604
Tema ETFs
New York
$215K +$13.7K +203 +6%
WAP
605
Wealthcare Advisory Partners
Pennsylvania
$213K -$17.6K -261 -7%
TG
606
TCW Group
California
$210K +$11.4K +169 +5%
KAS
607
Kestra Advisory Services
Texas
$210K -$63.4K -937 -21%
ACA
608
Aptus Capital Advisors
Alabama
$210K +$10.4K +154 +5%
KNW
609
Kesler Norman & Wride
Utah
$208K -$2.71K -40 -1%
SL
610
Summitry LLC
California
$207K +$232K +3,436 New
NB
611
NBT Bank
New York
$207K -$13.3K -196 -5%
BS
612
Banco Santander
Spain
$207K
PFPG
613
Pinnacle Financial Partners (Georgia)
Georgia
$206K -$68.7K -1,016 -23%
CTA
614
Chesley Taft & Associates
Illinois
$204K +$229K +3,380 New
KA
615
KLCM Advisors
Wisconsin
$203K
CFO
616
Cambient Family Office
Michigan
$203K +$228K +3,366 New
PTC
617
Private Trust Company
Ohio
$202K -$40K -592 -15%
BCM
618
Brookstone Capital Management
Illinois
$202K -$8.38K -124 -4%
OPWM
619
Oregon Pacific Wealth Management
Oregon
$201K +$4.6K +68 +2%
VCM
620
Vision Capital Management
Oregon
$200K
BA
621
Bard Associates
Illinois
$199K +$196K +2,903 +746%
DZ Bank
622
DZ Bank
Germany
$198K -$631K -9,330 -74%
OA
623
Operose Advisors
Wisconsin
$188K
TF
624
Tompkins Financial
New York
$181K
BTI
625
Blue Trust Inc
Georgia
$179K +$97.6K +1,443 +94%