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Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSD
701
Security National Bank of So Dak
Iowa
$956K -$15.7K -450 -2%
FHA
702
Flagship Harbor Advisors
Massachusetts
$955K +$142K +4,087 +17%
SAM
703
Smartleaf Asset Management
Massachusetts
$952K +$258K +7,420 +38%
CCM
704
Coldstream Capital Management
Washington
$950K +$56.6K +1,627 +6%
AG
705
Ascent Group
Virginia
$949K -$56.1K -1,611 -6%
FFM
706
Forum Financial Management
Illinois
$948K +$220K +6,321 +30%
SC
707
Savant Capital
Illinois
$947K +$11.8K +339 +1%
EF
708
Empirical Finance
Pennsylvania
$946K +$6.12K +176 +0.6%
CTA
709
Chesley Taft & Associates
Illinois
$941K +$5.12K +147 +0.5%
RB
710
Renasant Bank
Mississippi
$940K +$102K +2,918 +12%
CFM
711
Catalyst Funds Management
Australia
$935K +$946K +27,200 New
VCM
712
Violich Capital Management
California
$933K -$73.1K -2,100 -7%
CNTOF
713
Canandaigua National Trust of Florida
New York
$931K +$21.9K +630 +2%
OCBCO
714
Oversea-Chinese Banking Corp (OCBC)
Singapore
$930K +$299K +8,607 +49%
MNBTD
715
Moody National Bank Trust Division
Texas
$918K +$99.8K +2,869 +12%
HT
716
Headlands Technologies
Illinois
$908K +$732K +21,031 +390%
TE
717
Tema ETFs
New York
$901K +$912K +26,213 New
LNWWM
718
Laird Norton Wetherby Wealth Management
California
$899K -$43.8K -1,258 -5%
AWM
719
Apollon Wealth Management
South Carolina
$895K -$256K -7,343 -22%
LOAMU
720
Lombard Odier Asset Management (USA)
New York
$894K -$24.1K -693 -3%
PWM
721
Perigon Wealth Management
California
$892K +$34.8K +999 +4%
SAM
722
Shell Asset Management
Netherlands
$889K -$1.28M -36,876 -59%
SF
723
Summit Financial
New Jersey
$883K +$107K +3,072 +14%
MMC
724
Mizuho Markets Cayman
Cayman Islands
$861K +$872K +25,056 New
SM
725
Southport Management
Wyoming
$859K +$174K +5,000 +25%