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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
451
Venturi Wealth Management
Texas
$724K +$828K +13,340 New
LIM
452
Leavell Investment Management
Alabama
$723K -$6.21K -100 -0.7%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$722K +$106K +1,714 +15%
SS
454
Simplicity Solutions
Minnesota
$720K +$204K +3,291 +33%
HJGA
455
Hardman Johnston Global Advisors
Connecticut
$716K -$97.9K -1,576 -11%
PFS
456
Prospera Financial Services
Texas
$715K +$111K +1,795 +16%
Federated Hermes
457
Federated Hermes
Pennsylvania
$703K +$429K +6,900 +113%
LWCFA
458
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$701K
AMIM
459
Aull & Monroe Investment Management
Alabama
$693K -$37.3K -600 -4%
HT
460
HighTower Trust
Texas
$692K +$797K +12,831 New
CC
461
Cipher Capital
New York
$687K +$65.7K +1,058 +9%
AI
462
Atria Investments
North Carolina
$679K -$1.63M -26,286 -68%
SPC
463
Sigma Planning Corp
Michigan
$678K -$140K -2,252 -15%
ACM
464
AlphaCrest Capital Management
New York
$674K +$776K +12,500 New
IAMOG
465
Investors Asset Management of Georgia
Georgia
$668K +$14K +225 +2%
WB
466
WesBanco Bank
West Virginia
$667K -$46K -740 -6%
WS
467
Wedbush Securities
California
$664K +$259K +4,172 +51%
CCA
468
Checchi Capital Advisers
California
$655K +$483K +7,776 +178%
CI
469
Cigna Investments
Connecticut
$651K +$3.35K +54 +0.4%
IA
470
IFP Advisors
Florida
$650K -$28.3K -455 -4%
CIBC World Market
471
CIBC World Market
Ontario, Canada
$648K -$1.58M -25,510 -68%
CT
472
Coastline Trust
Rhode Island
$648K
DWA
473
Douglass Winthrop Advisors
New York
$646K
First Manhattan
474
First Manhattan
New York
$639K +$1.06K +17 +0.1%
FIM
475
Frontier Investment Management
Texas
$638K -$29.5K -475 -4%