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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
751
OneDigital Investment Advisors
Kansas
$302K -$89.3K -1,873 -23%
CCA
752
Checchi Capital Advisers
California
$299K +$3K +63 +1%
TNBTD
753
Trustmark National Bank Trust Department
Mississippi
$297K +$2.29K +48 +0.8%
EW
754
Evoke Wealth
California
$295K +$298K +6,251 New
PK
755
Pflug Koory
Nebraska
$294K -$143K -3,000 -48%
P
756
&Partners
Tennessee
$294K +$82.6K +1,733 +39%
PTC
757
Private Trust Company
Ohio
$293K -$51.6K -1,082 -15%
RT
758
Rockland Trust
Massachusetts
$292K -$6.01K -126 -2%
VC
759
Vicus Capital
Pennsylvania
$290K -$8.34K -175 -3%
PCG
760
Private Capital Group
Connecticut
$289K +$152K +3,190 +109%
BAM
761
Belpointe Asset Management
Nevada
$288K -$378K -7,930 -56%
FBC
762
Fairfield, Bush & Co
Connecticut
$283K
FMBTD
763
First Midwest Bank Trust Division
Illinois
$283K +$3.67K +77 +1%
AIC
764
Ameritas Investment Company
Nebraska
$282K +$285K +5,973 New
SS
765
Sunbelt Securities
Texas
$281K +$284K +5,957 New
Cerity Partners
766
Cerity Partners
New York
$279K -$92.1K -1,931 -25%
BMA
767
Brooks Moore & Associates
Tennessee
$275K
EWM
768
Evercore Wealth Management
New York
$274K -$14.9K -313 -5%
M
769
Mirova
France
$272K +$24.8K +521 +10%
PBO
770
Peoples Bank (Ohio)
Ohio
$268K -$5.96K -125 -2%
ESB
771
Essex Savings Bank
Connecticut
$262K -$285K -5,977 -52%
BSW
772
Buckingham Strategic Wealth
Missouri
$262K -$19.2K -403 -7%
PL
773
Perpetual Ltd
Australia
$262K
MCM
774
Maple Capital Management
Vermont
$261K +$63.2K +1,325 +32%
AssetMark Inc
775
AssetMark Inc
California
$259K +$58.3K +1,223 +29%