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Name Holding Trade Value Shares
Change
Change in
Stake
GT
851
Greenleaf Trust
Michigan
$4.59M -$963K -3,358 -17%
OTL
852
Oak Thistle LLC
New York
$4.58M +$2.91M +10,132 +148%
BP
853
Ballentine Partners
Massachusetts
$4.56M -$589K -2,054 -11%
HVIA
854
Hudson Valley Investment Advisors
New York
$4.54M -$27.5K -96 -0.6%
BAM
855
Belpointe Asset Management
Nevada
$4.54M -$653K -2,279 -12%
SCP
856
Sandhill Capital Partners
New York
$4.53M +$45.6K +159 +1%
PFSC
857
Peoples Financial Services Corp
Pennsylvania
$4.49M -$10.9K -38 -0.2%
III
858
Independent Investors Inc
New York
$4.49M -$143K -500 -3%
FDP
859
Financiere des Professionnels
Quebec, Canada
$4.49M -$432K -1,506 -8%
SW
860
SlateStone Wealth
Florida
$4.49M -$13.5K -47 -0.3%
FPB
861
First PREMIER Bank
South Dakota
$4.48M +$251K +877 +6%
AP
862
Appleton Partners
Massachusetts
$4.47M -$85.5K -298 -2%
HAG
863
HighPoint Advisor Group
Illinois
$4.46M +$149K +521 +3%
SAM
864
Secure Asset Management
Michigan
$4.43M +$469K +1,634 +11%
NB
865
Nicolet Bankshares
Wisconsin
$4.43M -$338K -1,178 -7%
SW
866
Simplicity Wealth
New Jersey
$4.43M +$1.09M +3,784 +30%
Balyasny Asset Management
867
Balyasny Asset Management
Illinois
$4.41M -$8.88M -30,973 -65%
CWM
868
Cordatus Wealth Management
Pennsylvania
$4.4M +$7.17K +25 +0.2%
PA
869
Parallel Advisors
California
$4.4M -$272K -948 -5%
CTI
870
Community Trust & Investment
Kentucky
$4.38M +$116K +406 +3%
CIC
871
Crawford Investment Counsel
Georgia
$4.38M -$203K -709 -4%
JF
872
Jericho Financial
Ohio
$4.38M +$874K +3,048 +23%
IAS
873
Investment Advisory Services
Texas
$4.38M -$113K -393 -2%
SF
874
Slagle Financial
Illinois
$4.38M +$4.65M +16,201 New
PI
875
PFG Investments
New York
$4.37M +$89.8K +313 +2%