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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1276
Caldwell Trust
Florida
$540K -$58.1K -624 -9%
DLA
1277
Douglas Lane & Associates
New York
$539K -$39.9K -429 -6%
FMLI
1278
Fukoku Mutual Life Insurance
Japan
$538K
MA
1279
Mutual Advisors
Nebraska
$536K -$39.5K -425 -6%
AIM
1280
Allen Investment Management
New York
$536K +$41K +441 +7%
JFGIW
1281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$535K +$106K +1,137 +21%
GPA
1282
Garrison Point Advisors
California
$532K -$2.05K -22 -0.3%
AL
1283
Aspiriant LLC
California
$531K -$71.6K -770 -11%
VDFA
1284
Vickerman & Driscoll Financial Advisors
Washington
$529K +$87.9K +945 +17%
FMWA
1285
Forvis Mazars Wealth Advisors
Missouri
$528K -$18K -193 -3%
ZB
1286
Zions Bancorporation
Utah
$526K -$127K -1,366 -18%
FWM
1287
Fairhaven Wealth Management
Illinois
$526K +$592K +6,358 New
FAS
1288
Formuepleje A/S
Denmark
$521K -$59.5K -640 -9%
TF
1289
Tompkins Financial
New York
$520K -$35.7K -384 -6%
RMC
1290
Resources Management Corp
Connecticut
$519K -$6.05K -65 -1%
BO
1291
Bank OZK
Arkansas
$517K -$18.6K -200 -3%
NDSI
1292
Newman Dignan & Sheerar Inc
Rhode Island
$517K -$1.49K -16 -0.3%
ME
1293
McIlrath & Eck
Washington
$517K
MFG
1294
MidWestOne Financial Group
Iowa
$516K +$22.2K +239 +4%
CRC
1295
Curi RMB Capital
Illinois
$512K -$63.4K -681 -10%
SC
1296
Saybrook Capital
North Carolina
$510K
CBT
1297
Central Bank & Trust
Kentucky
$507K -$17.2K -185 -3%
Verition Fund Management
1298
Verition Fund Management
Connecticut
$506K +$208K +2,241 +58%
CCMG
1299
Clark Capital Management Group
Pennsylvania
$505K +$1.02K +11 +0.2%
AIA
1300
Angeles Investment Advisors
California
$503K +$297K +3,193 +124%