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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
726
Anchor Investment Management
South Carolina
$153K +$135K +1,320 New
ACM
727
Aquatic Capital Management
Illinois
$151K +$133K +1,300 New
OWA
728
One Wealth Advisors
California
$150K +$132K +1,292 New
TFA
729
Transamerica Financial Advisors
Florida
$149K +$17.4K +171 +15%
EWA
730
EverSource Wealth Advisors
Alabama
$147K -$19K -186 -13%
TIM
731
Tortoise Investment Management
New York
$143K -$21.3K -209 -15%
PFBT
732
Parkside Financial Bank & Trust
Missouri
$141K +$2.96K +29 +2%
MA
733
MCF Advisors
Kentucky
$139K
TWI
734
Thomas White International
Illinois
$138K -$53.8K -528 -31%
PMEF
735
Point72 Middle East FZE
United Arab Emirates
$137K +$120K +1,180 New
WT
736
Whittier Trust
California
$136K -$58.4K -573 -33%
Federated Hermes
737
Federated Hermes
Pennsylvania
$133K -$3.67K -36 -3%
Lazard Asset Management
738
Lazard Asset Management
New York
$132K -$78.2M -766,743 -100%
WTC
739
WhitTier Trust Company
Nevada
$132K
AA
740
Alta Advisers
United Kingdom
$128K
TWM
741
Tradition Wealth Management
Minnesota
$121K +$510 +5 +0.5%
DGAM
742
Desjardins Global Asset Management
Quebec, Canada
$121K +$3.16K +31 +3%
FHA
743
First Horizon Advisors
Tennessee
$118K +$87.5K +858 +543%
WT
744
Washington Trust
Rhode Island
$117K -$510 -5 -0.5%
FCB
745
First Command Bank
Texas
$116K
FCFS
746
First Command Financial Services
Texas
$116K
HWA
747
Heritage Wealth Advisors
Virginia
$114K
PI
748
PineBridge Investments
New York
$111K +$34.3K +336 +54%
HIA
749
Harbor Investment Advisory
Maryland
$109K
BC
750
Bartlett & Co
Ohio
$102K +$6.02K +59 +7%