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Name Holding Trade Value Shares
Change 		Change in
Stake
IRF
576
IBM Retirement Fund
New York
$436K +$2.46K +38 +0.6%
IWM
577
IHT Wealth Management
Illinois
$434K -$197K -3,041 -33%
SDAM
578
Shulman DeMeo Asset Management
New York
$427K +$396K +6,109 New
LOAMS
579
Lombard Odier Asset Management (Switzerland)
Switzerland
$423K -$267K -4,117 -40%
CRC
580
Curi RMB Capital
Illinois
$420K -$61.2K -945 -14%
CA
581
Callahan Advisors
Texas
$419K +$1.49K +23 +0.4%
LWAC
582
Laurel Wealth Advisors (California)
California
$419K +$129K +1,986 +50%
MCM
583
Marathon Capital Management
Maryland
$418K – – –
CCP
584
Corient Capital Partners
California
$417K +$387K +5,970 New
KP
585
Keel Point
Alabama
$415K -$2.59K -40 -0.7%
SC
586
Searle & Co
Connecticut
$413K – – –
MWPCG
587
Measured Wealth Private Client Group
New Hampshire
$413K +$383K +5,916 New
PIA
588
Pinion Investment Advisors
Kansas
$411K +$36.5K +564 +11%
WTB
589
Washington Trust Bank
Washington
$411K +$367K +5,669 +2,565%
LPT
590
Legacy Private Trust
Wisconsin
$409K -$1.62K -25 -0.4%
AFM
591
Abbot Financial Management
Massachusetts
$408K – – –
BOE
592
Bank of Edwardsville
Illinois
$403K +$373K +5,767 New
PFBT
593
Parkside Financial Bank & Trust
Missouri
$402K -$153K -2,359 -29%
RCA
594
Rowland Carmichael Advisors
Arizona
$401K +$372K +5,741 New
SRC
595
Stone Run Capital
New York
$398K – – –
DC
596
Davenport & Co
Virginia
$393K +$324 +5 +0.1%
IA
597
IFP Advisors
Florida
$392K -$433K -6,694 -55%
ZAM
598
Zevin Asset Management
Massachusetts
$388K +$360K +5,560 New
CAM
599
Centre Asset Management
New York
$387K -$20.1K -310 -5%
IFAM
600
Institutional & Family Asset Management
Colorado
$386K -$154K -2,374 -30%
22 23
24
25 26