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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
701
Leavell Investment Management
Alabama
$384K – – –
1832 Asset Management
702
1832 Asset Management
Ontario, Canada
$378K +$381K +8,000 New
BHB
703
Bank Hapoalim BM
Israel
$377K -$12.4K -260 -3%
HSA
704
HBK Sorce Advisory
Pennsylvania
$374K -$20.8K -437 -5%
CWM
705
Confluence Wealth Management
Oregon
$371K – – –
WAM
706
Wealthspire Advisors (Maryland)
Maryland
$370K -$2.43K -51 -0.6%
MAP
707
Moody Aldrich Partners
Massachusetts
$369K +$373K +7,830 New
SCM
708
Shelton Capital Management
Colorado
$368K – – –
CCM
709
Covington Capital Management
California
$368K +$23.2K +487 +7%
BOH
710
Bank of Hawaii
Hawaii
$365K +$368K +7,727 New
CRC
711
Curi RMB Capital
Illinois
$364K -$6.53K -137 -2%
CAM
712
Cresset Asset Management
Illinois
$364K +$155K +3,242 +72%
FTIOP
713
Fiduciary Trust International of Pennsylvania
Pennsylvania
$363K – – –
DWT
714
Dorsey & Whitney Trust
South Dakota
$362K +$3.15K +66 +0.9%
HI
715
Horizon Investments
North Carolina
$359K -$2.91M -61,107 -89%
TYCC
716
Texas Yale Capital Corp
Florida
$358K – – –
JCM
717
Jacobi Capital Management
Pennsylvania
$356K – – –
V
718
VeraBank
Texas
$356K – – –
GWM
719
Geneos Wealth Management
Colorado
$355K +$3.15K +66 +0.9%
HPC
720
Hobart Private Capital
North Carolina
$352K +$11.6K +244 +3%
MCA
721
Morris Capital Advisors
Pennsylvania
$350K – – –
OWA
722
Outlook Wealth Advisors
Texas
$348K +$9.39K +197 +3%
APG
723
Abacus Planning Group
South Carolina
$346K +$133K +2,797 +61%
TAM
724
Tiverton Asset Management
Delaware
$344K +$152K +3,180 +77%
NSIM
725
North Star Investment Management
Illinois
$342K -$5.96K -125 -2%