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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
451
Carnegie Investment Counsel
Ohio
$313K +$14K +264 +4%
BA
452
Bridgewater Associates
Connecticut
$309K +$322K +6,078 New
MHR
453
Matthew Hamilton Rosenberg
$305K -$3.97K -75 -1%
JWA
454
JFS Wealth Advisors
Pennsylvania
$305K -$3.33K -63 -1%
S
455
SignatureFD
Georgia
$303K +$162K +3,054 +105%
ClearBridge Investments
456
ClearBridge Investments
New York
$298K +$39.1K +738 +14%
FMLI
457
Fukoku Mutual Life Insurance
Japan
$296K – – –
FNT
458
First National Trust
Pennsylvania
$295K -$43.8K -828 -12%
PFS
459
Prospera Financial Services
Texas
$294K -$44.5K -840 -13%
Cerity Partners
460
Cerity Partners
New York
$294K +$58.3K +1,101 +24%
MIC
461
Means Investment Company
Maine
$293K – – –
Vontobel Holding
462
Vontobel Holding
Switzerland
$292K -$186K -3,507 -38%
BCV
463
Banque Cantonale Vaudoise
Switzerland
$290K – – –
DI
464
Diligent Investors
California
$290K – – –
FFM
465
Forum Financial Management
Illinois
$290K – – –
EFG
466
Everhart Financial Group
Ohio
$288K +$299K +5,649 New
Rockefeller Capital Management
467
Rockefeller Capital Management
New York
$286K +$28.9K +546 +11%
ACM
468
Allred Capital Management
Texas
$285K +$953 +18 +0.3%
OWM
469
OneAscent Wealth Management
Alabama
$285K +$15.1K +285 +5%
TNB
470
Thomasville National Bank
Georgia
$284K – – –
RPCONE
471
Retirement Planning Company of New England
Rhode Island
$275K +$11.6K +219 +4%
ETC
472
Exchange Traded Concepts
Oklahoma
$271K -$271K -5,130 -49%
KPWS
473
Kestra Private Wealth Services
Texas
$268K +$85.7K +1,620 +44%
QI
474
Qtron Investments
Massachusetts
$268K +$279K +5,277 New
AWM
475
Apollon Wealth Management
South Carolina
$265K +$276K +5,214 New