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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Bell Asset Management
Australia
$2.86M -$3.91M -49,796 -57%
NMIMC
702
Northwestern Mutual Investment Management Company
Wisconsin
$2.86M -$21.8K -277 -0.7%
CM
703
Caption Management
Oklahoma
$2.86M +$2.97M +37,800 New
AWS
704
Atria Wealth Solutions
New York
$2.86M -$387K -4,922 -12%
FG
705
Fiduciary Group
Georgia
$2.84M -$868K -11,044 -23%
BIM
706
Bridges Investment Management
Nebraska
$2.84M -$811K -10,330 -22%
FNBT
707
FineMark National Bank & Trust
Florida
$2.82M -$520K -6,624 -15%
WP
708
WealthPLAN Partners
Nebraska
$2.81M -$65.3K -831 -2%
HAS
709
HBW Advisory Services
California
$2.81M +$143K +1,818 +5%
MIA
710
MMBG Investment Advisors
Florida
$2.81M -$89.9K -1,144 -3%
AG
711
AlTi Global
New York
$2.81M +$11.8K +150 +0.4%
BF
712
BOK Financial
Oklahoma
$2.81M -$129K -1,644 -4%
GLA
713
Great Lakes Advisors
Illinois
$2.8M +$83K +1,056 +3%
CLA
714
Carnegie Lake Advisors
New Jersey
$2.8M +$1.4M +17,835 +93%
YIA
715
YHB Investment Advisors
Connecticut
$2.8M -$328K -4,171 -10%
BHIA
716
Birch Hill Investment Advisors
Massachusetts
$2.79M -$49.4K -629 -2%
JC
717
JB Capital
Connecticut
$2.77M +$171K +2,180 +6%
AGAM
718
Audent Global Asset Management
California
$2.77M +$1.77M +22,502 +161%
BSI
719
Bennett Selby Investments
Maine
$2.75M +$1.3M +16,498 +83%
KFGK
720
Keystone Financial Group (Kentucky)
Kentucky
$2.75M +$2.15M +27,401 +271%
O
721
Ossiam
France
$2.74M +$211K +2,680 +8%
LSWM
722
Lorne Steinberg Wealth Management
Canada
$2.73M -$9.74K -124 -0.3%
MFWP
723
Mosaic Family Wealth Partners
Missouri
$2.71M -$135K -1,722 -5%
FWCM
724
Ferguson Wellman Capital Management
Oregon
$2.7M -$244K -3,112 -8%
BMCM
725
Bryn Mawr Capital Management
Pennsylvania
$2.7M -$793K -10,101 -22%