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Name Holding Trade Value Shares
Change
Change in
Stake
MFW
551
Mosaic Family Wealth
Missouri
$225K +$221K +6,771 New
KTM
552
Keeler Thomas Management
Utah
$225K +$221K +6,786 New
IC
553
InterOcean Capital
Illinois
$223K +$219K +6,715 New
ZCM
554
Ziegler Capital Management
Illinois
$223K +$219K +6,721 New
FI
555
FormulaFolio Investments
Michigan
$222K +$217K +6,669 New
IHT Wealth Management
556
IHT Wealth Management
Illinois
$218K +$214K +6,563 New
CS
557
Comerica Securities
Michigan
$217K +$213K +6,541 New
NCM
558
Next Capital Management
New York
$216K – – –
CAM
559
Carret Asset Management
New York
$215K +$211K +6,483 New
Brown Brothers Harriman & Co
560
Brown Brothers Harriman & Co
New York
$213K -$587 -18 -0.3%
MHIC
561
Marble Harbor Investment Counsel
Massachusetts
$213K +$209K +6,400 New
Cerity Partners
562
Cerity Partners
New York
$212K +$208K +6,389 New
KP
563
Keel Point
Alabama
$211K +$207K +6,346 New
Rockefeller Capital Management
564
Rockefeller Capital Management
New York
$191K -$140K -4,306 -43%
NSIM
565
North Star Investment Management
Illinois
$190K +$9.78K +300 +6%
CT
566
Clearstead Trust
Maine
$183K -$11.2K -344 -6%
FWM
567
Focused Wealth Management
New York
$182K +$104K +3,193 +139%
Belpointe Asset Management
568
Belpointe Asset Management
Nevada
$181K -$34.9K -1,071 -16%
DTIM
569
Danda Trouve Investment Management
Kansas
$175K +$2.77K +85 +2%
Whittier Trust
570
Whittier Trust
California
$174K -$155K -4,765 -48%
FHA
571
Flagship Harbor Advisors
Massachusetts
$168K +$118K +3,621 +252%
MMG
572
Monetary Management Group
Missouri
$166K -$117K -3,600 -42%
LWM
573
Lenox Wealth Management
Ohio
$157K -$1.14K -35 -0.7%
MAM
574
Meeder Asset Management
Ohio
$156K -$1.25M -38,495 -89%
STRS Ohio
575
STRS Ohio
Ohio
$155K -$248K -7,606 -62%