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Name Holding Trade Value Shares
Change
Change in
Stake
III
1351
Independent Investors Inc
New York
$663K -$2.62M -19,734 -79%
AAMC
1352
Asset Allocation & Management Company
Illinois
$661K -$344K -2,590 -33%
VAM
1353
Verity Asset Management
North Carolina
$660K -$18K -135 -2%
BIM
1354
Baldwin Investment Management
Pennsylvania
$657K -$183K -1,376 -21%
AMG National Trust Bank
1355
AMG National Trust Bank
Colorado
$656K -$102K -769 -13%
CBB
1356
Citizens Business Bank
California
$656K – – –
EP
1357
Eudaimonia Partners
Tennessee
$654K +$699K +5,255 New
Tiedemann Advisors
1358
Tiedemann Advisors
New York
$652K +$37.4K +281 +6%
Ballentine Partners
1359
Ballentine Partners
Massachusetts
$652K +$46.5K +350 +7%
IFWM
1360
Institute for Wealth Management
Colorado
$648K – – –
BHBT
1361
Burke & Herbert Bank & Trust
Virginia
$645K +$5.72K +43 +0.8%
CCT
1362
Chemung Canal Trust
New York
$643K -$8.17M -61,478 -92%
CAM
1363
Claret Asset Management
Quebec, Canada
$642K -$8.11K -61 -1%
CA
1364
Claro Advisors
Massachusetts
$637K – – –
Altshuler Shaham
1365
Altshuler Shaham
Israel
$637K +$60.1K +452 +10%
JE
1366
JMAC Enterprises
Pennsylvania
$635K – – –
PCMC
1367
Paragon Capital Management (Colorado)
Colorado
$634K – – –
SAM
1368
Summit Asset Management
Tennessee
$630K +$15K +113 +2%
LCM
1369
Logan Capital Management
Pennsylvania
$628K -$37.4K -281 -5%
Confluence Wealth Services
1370
Confluence Wealth Services
Pennsylvania
$628K -$2.79K -21 -0.4%
EAM
1371
Evanson Asset Management
California
$628K +$665 +5 +0.1%
CWP
1372
Concord Wealth Partners
Virginia
$628K +$49.7K +374 +8%
MTC
1373
McDaniel Terry & Co
Texas
$627K -$13M -97,957 -95%
CCA
1374
Cobblestone Capital Advisors
New York
$627K – – –
SW
1375
Solidarity Wealth
Utah
$627K +$665K +4,998 New