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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
626
Mission Wealth Management
California
$357K -$29.6K -456 -7%
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$355K -$1.23M -18,943 -75%
MHIC
628
Marble Harbor Investment Counsel
Massachusetts
$355K
MPPW
629
Mitchell & Pahl Private Wealth
Oklahoma
$355K
BAMF
630
BI Asset Management Fondsmaeglerselskab
Denmark
$354K -$72.9K -1,125 -15%
WWM
631
Western Wealth Management
Colorado
$349K -$5.51K -85 -1%
HWM
632
HB Wealth Management
Georgia
$349K +$80.7K +1,244 +25%
RIG
633
Roosevelt Investment Group
New York
$347K +$2.14K +33 +0.5%
CBT
634
CoreFirst Bank & Trust
Kansas
$346K -$17K -262 -4%
GMA
635
Glassy Mountain Advisors
Maryland
$344K -$6.87K -106 -2%
MYLI
636
Meiji Yasuda Life Insurance
Japan
$340K +$398K +6,133 New
EFI
637
EHP Funds Inc
Canada
$339K +$188K +2,900 +91%
GT
638
Greenleaf Trust
Michigan
$337K -$67.9K -1,048 -15%
ICG
639
InterOcean Capital Group
Tennessee
$336K +$51.9K +801 +15%
GG
640
Gofen & Glossberg
Illinois
$334K
WI
641
Wintrust Investments
Illinois
$334K +$390K +6,023 New
First Manhattan
642
First Manhattan
New York
$329K
TWM
643
Tradition Wealth Management
Minnesota
$327K +$5.9K +91 +2%
FNT
644
First Nebraska Trust
Nebraska
$325K
AFM
645
Abbot Financial Management
Massachusetts
$324K
NSIM
646
North Star Investment Management
Illinois
$324K
TF
647
TIAA FSB
Florida
$323K +$378K +5,827 New
KMWM
648
Keudell/Morrison Wealth Management
Oregon
$322K +$908 +14 +0.2%
Federated Hermes
649
Federated Hermes
Pennsylvania
$320K -$971K -14,975 -72%
CI
650
Cigna Investments
Connecticut
$320K -$132K -2,041 -26%