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Name Holding Trade Value Shares
Change
Change in
Stake
IRP
601
Investment Research Partners
Pennsylvania
$217K -$12.5K -185 -5%
CIC
602
Carnegie Investment Counsel
Ohio
$217K -$98K -1,449 -29%
CFA
603
CWS Financial Advisors
Michigan
$215K +$15.3K +227 +7%
CAM
604
Claret Asset Management
Quebec, Canada
$215K – – –
TE
605
Tema ETFs
New York
$215K +$13.7K +203 +6%
WAP
606
Wealthcare Advisory Partners
Pennsylvania
$213K -$17.6K -261 -7%
TG
607
TCW Group
California
$210K +$11.4K +169 +5%
KAS
608
Kestra Advisory Services
Texas
$210K -$63.4K -937 -21%
ACA
609
Aptus Capital Advisors
Alabama
$210K +$10.4K +154 +5%
KNW
610
Kesler Norman & Wride
Utah
$208K -$2.71K -40 -1%
SL
611
Summitry LLC
California
$207K +$232K +3,436 New
NB
612
NBT Bank
New York
$207K -$13.3K -196 -5%
BS
613
Banco Santander
Spain
$207K – – –
PFPG
614
Pinnacle Financial Partners (Georgia)
Georgia
$206K -$68.7K -1,016 -23%
CTA
615
Chesley Taft & Associates
Illinois
$204K +$229K +3,380 New
KA
616
KLCM Advisors
Wisconsin
$203K – – –
CFO
617
Cambient Family Office
Michigan
$203K +$228K +3,366 New
PTC
618
Private Trust Company
Ohio
$202K -$40K -592 -15%
BCM
619
Brookstone Capital Management
Illinois
$202K -$8.38K -124 -4%
OPWM
620
Oregon Pacific Wealth Management
Oregon
$201K +$4.6K +68 +2%
VCM
621
Vision Capital Management
Oregon
$200K – – –
BA
622
Bard Associates
Illinois
$199K +$196K +2,903 +746%
DZ Bank
623
DZ Bank
Germany
$198K -$631K -9,330 -74%
OA
624
Operose Advisors
Wisconsin
$188K – – –
TF
625
Tompkins Financial
New York
$181K – – –