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Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
601
Castle Rock Wealth Management
California
$471K – – –
CI Investments Inc
602
CI Investments Inc
Ontario, Canada
$468K -$68.1K -268 -14%
CGL
603
Clarius Group LLC
Washington
$467K +$20.6K +81 +5%
Choate Investment Advisors
604
Choate Investment Advisors
Massachusetts
$460K +$156K +615 +58%
Centiva Capital
605
Centiva Capital
New York
$457K -$623K -2,452 -60%
ST
606
Spinnaker Trust
Maine
$457K -$50.8K -200 -11%
Federated Hermes
607
Federated Hermes
Pennsylvania
$456K +$1.02K +4 +0.2%
WKWM
608
Walter & Keenan Wealth Management
Indiana
$452K +$418K +1,646 New
ZB
609
Zions Bancorporation
Utah
$451K -$8.64K -34 -2%
Hancock Whitney
610
Hancock Whitney
Mississippi
$451K +$417K +1,643 New
HR
611
Howe & Rusling
New York
$448K -$140K -552 -25%
Gofen & Glossberg
612
Gofen & Glossberg
Illinois
$448K – – –
KWM
613
Keebeck Wealth Management
Illinois
$443K +$410K +1,615 New
ALAM
614
Asahi Life Asset Management
Japan
$442K -$132K -520 -24%
BCM
615
Boltwood Capital Management
California
$440K -$32.5K -128 -7%
Meitav Investment House
616
Meitav Investment House
Israel
$438K -$129K -506 -24%
Diversified Trust
617
Diversified Trust
Tennessee
$435K +$85.4K +336 +27%
Harvest Fund Management
618
Harvest Fund Management
China
$434K – – –
KCM
619
Kendall Capital Management
Maryland
$433K -$5.08K -20 -1%
IEFM
620
IQ EQ Fund Management
Ireland
$432K – – –
FAT
621
First American Trust
California
$431K -$26.9K -106 -6%
Johnson Investment Counsel
622
Johnson Investment Counsel
Ohio
$428K -$143K -561 -26%
RTC
623
Riverview Trust Company
Washington
$427K – – –
Park Avenue Securities
624
Park Avenue Securities
New York
$427K +$395K +1,554 New
Oppenheimer & Co
625
Oppenheimer & Co
New York
$421K +$91.5K +360 +31%