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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$613K
BC
352
Bartlett & Co
Ohio
$613K
WJA
353
Williams Jones & Associates
New York
$603K +$71.3K +1,650 +13%
CFB
354
Cullen/Frost Bankers
Texas
$593K -$179K -4,136 -22%
HFS
355
HL Financial Services
Kentucky
$592K +$619K +14,331 New
SO
356
STRS Ohio
Ohio
$581K -$32.5K -753 -5%
DWT
357
Dorsey & Whitney Trust
South Dakota
$570K
Lido Advisors
358
Lido Advisors
California
$558K +$104K +2,402 +22%
Hudson Bay Capital Management
359
Hudson Bay Capital Management
Connecticut
$558K +$584K +13,500 New
CC
360
ClearArc Capital
Ohio
$557K +$1.51K +35 +0.3%
BNP Paribas Asset Management
361
BNP Paribas Asset Management
France
$555K
TCM
362
Traynor Capital Management
Pennsylvania
$553K -$2.46K -57 -0.4%
LJHT
363
Laurie J. Hall Trustee
$552K
FIB
364
First Interstate Bank
Montana
$551K
CAM
365
Close Asset Management
United Kingdom
$541K
II
366
Inspire Investing
Idaho
$523K +$247K +5,711 +82%
FT
367
Fiduciary Trust
Massachusetts
$522K +$30.6K +708 +6%
ME
368
McIlrath & Eck
Washington
$517K +$375K +8,679 +226%
CRWM
369
Castle Rock Wealth Management
California
$503K
OIA
370
OneDigital Investment Advisors
Kansas
$501K +$1.69K +39 +0.3%
BAM
371
Belpointe Asset Management
Nevada
$500K +$523K +12,098 New
EWM
372
Edge Wealth Management
New York
$496K +$519K +12,015 New
PW
373
Price Wealth
Texas
$492K -$4.67K -108 -0.9%
HF
374
HRT Financial
New York
$490K -$138K -3,183 -21%
OC
375
Oppenheimer & Co
New York
$483K -$269K -6,217 -35%