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Name Holding Trade Value Shares
Change
Change in
Stake
CB
801
Community Bank
New York
$3.48M -$1.04M -37,752 -23%
LNWWM
802
Laird Norton Wetherby Wealth Management
California
$3.46M +$234K +8,483 +7%
RBA
803
Richard Bernstein Advisors
New York
$3.45M
PAS
804
Point72 Asia (Singapore)
Singapore
$3.45M +$3.4M +123,373 New
HPIA
805
Hamilton Point Investment Advisors
North Carolina
$3.44M +$71.7K +2,604 +2%
HAC
806
Harbor Advisory Corp
New Hampshire
$3.43M -$20.2K -733 -0.6%
SVWAG
807
Sound View Wealth Advisors Group
Georgia
$3.43M +$33.9K +1,230 +1%
SYBT
808
Stock Yards Bank & Trust
Kentucky
$3.42M -$393K -14,273 -10%
SMFG
809
Sumitomo Mitsui Financial Group
Japan
$3.41M +$168K +6,120 +5%
JCM
810
Jacobi Capital Management
Pennsylvania
$3.41M +$23.5K +853 +0.7%
CWP
811
Cyndeo Wealth Partners
Florida
$3.41M +$853K +30,967 +34%
CAM
812
Claret Asset Management
Quebec, Canada
$3.4M -$48K -1,745 -1%
TPCW
813
TD Private Client Wealth
New York
$3.4M +$222K +8,060 +7%
HBCM
814
Heron Bay Capital Management
Michigan
$3.39M -$401K -14,555 -11%
WANY
815
Wealthspire Advisors (New York)
New York
$3.39M -$174K -6,316 -5%
YIH
816
Y-Intercept (HK)
Hong Kong
$3.38M +$2.8M +101,654 +527%
AF
817
Allworth Financial
California
$3.38M +$265K +9,635 +9%
FNT
818
First Nebraska Trust
Nebraska
$3.37M -$32.3K -1,174 -1%
KA
819
Kovack Advisors
Florida
$3.37M -$325K -11,808 -9%
IMRF
820
Illinois Municipal Retirement Fund
Illinois
$3.36M -$10.9M -396,543 -77%
TI
821
TrueMark Investments
Illinois
$3.36M +$2.09M +75,856 +171%
QFA
822
Quattro Financial Advisors
Texas
$3.36M +$688K +25,000 +26%
SCM
823
SOL Capital Management
Maryland
$3.35M +$102K +3,709 +3%
PWM
824
Perigon Wealth Management
California
$3.35M -$534K -19,404 -14%
CAM
825
Carret Asset Management
New York
$3.34M -$93.5K -3,395 -3%