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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
526
C.M. Bidwell & Associates
Hawaii
$1M +$966K +5,235 New
Schroder Investment Management Group
527
Schroder Investment Management Group
United Kingdom
$999K +$966K +5,231 New
BTW
528
Boston Trust Walden
Massachusetts
$992K -$36.5K -198 -4%
ECM
529
Everence Capital Management
Indiana
$980K
TAMH
530
Taikang Asset Management (HK)
Hong Kong
$977K +$653K +3,536 +224%
BAM
531
Belpointe Asset Management
Nevada
$964K +$236K +1,276 +34%
ZCA
532
Zeke Capital Advisors
Pennsylvania
$960K +$221K +1,196 +31%
CA
533
Commerzbank Aktiengesellschaft
Germany
$957K +$415K +2,248 +81%
EM
534
Excalibur Management
Massachusetts
$955K
WC
535
Woodstock Corp
Massachusetts
$950K -$73.8K -400 -7%
BTS
536
BB&T Securities
Virginia
$946K +$79K +428 +9%
LWS
537
Lucia Wealth Services
California
$944K +$334K +1,812 +58%
BUB
538
BBVA USA Bancshares
Texas
$943K -$106K -574 -10%
BIAS
539
Beacon Investment Advisory Services
New Jersey
$938K +$906K +4,908 New
DWM
540
Doyle Wealth Management
Florida
$934K +$414K +2,245 +85%
AI
541
Atria Investments
North Carolina
$929K +$197K +1,069 +28%
BAS
542
Brown Advisory Securities
Maryland
$920K -$1.29K -7 -0.1%
TC
543
Toews Corporation
New Jersey
$917K +$886K +4,800 New
Balyasny Asset Management
544
Balyasny Asset Management
Illinois
$915K -$43.1M -233,718 -98%
VIG
545
Vienna Insurance Group
Poland
$908K -$84.5K -458 -9%
PCM
546
Parsons Capital Management
Rhode Island
$901K -$23.4K -127 -3%
CC
547
Cognios Capital
Kansas
$900K +$870K +4,712 New
Federated Hermes
548
Federated Hermes
Pennsylvania
$880K -$1.17M -6,330 -58%
HK
549
Horizon Kinetics
New York
$879K -$96.9K -525 -10%
WF
550
Welch & Forbes
Massachusetts
$879K -$36.9K -200 -4%