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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
351
Amundi
France
$207K -$4.72K -15 -2%
FFM
352
Forum Financial Management
Illinois
$207K +$8.5K +27 +4%
KPWS
353
Kestra Private Wealth Services
Texas
$207K -$154K -489 -42%
GT
354
Glenview Trust
Kentucky
$205K +$2.83K +9 +1%
GWM
355
GK Wealth Management
Nevada
$203K +$1.57K +5 +0.7%
BOS
356
Bank of Stockton
California
$202K -$27.1K -86 -11%
BMWM
357
Brown Miller Wealth Management
Virginia
$200K +$211K +669 New
HPC
358
HM Payson & Co
Maine
$180K
PAS
359
Point72 Asia (Singapore)
Singapore
$167K +$175K +556 New
NSIM
360
North Star Investment Management
Illinois
$155K
UB
361
UMB Bank
Missouri
$155K +$15.4K +49 +10%
C
362
Covestor
United Kingdom
$146K +$22K +70 +17%
GI
363
GAMMA Investing
California
$144K +$4.41K +14 +3%
JFGIW
364
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$124K +$62K +197 +92%
FFA
365
Farther Finance Advisors
California
$123K +$315 +1 +0.2%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$120K -$5.67K -18 -4%
CIAM
367
Caitong International Asset Management
Hong Kong
$117K +$122K +387 +19,350%
CCM
368
Coldstream Capital Management
Washington
$112K +$118K +375 New
CFB
369
Cullen/Frost Bankers
Texas
$112K
S
370
SignatureFD
Georgia
$107K -$9.76K -31 -8%
WT
371
Whittier Trust
California
$106K +$26.5K +84 +31%
BF
372
BOK Financial
Oklahoma
$103K
QL
373
Quarry LP
New York
$96.3K -$69.6K -221 -41%
TSMHT
374
Thurston Springer Miller Herd & Titak
Indiana
$95.4K +$100K +318 New
BBHC
375
Brown Brothers Harriman & Co
New York
$86.1K -$42.8K -136 -32%