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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
801
Chicago Partners Investment Group
Illinois
$398K +$34.9K +663 +10%
ALAM
802
Asahi Life Asset Management
Japan
$398K +$383K +7,280 New
MYAM
803
Meiji Yasuda Asset Management
Japan
$397K +$63.6K +1,210 +20%
WIC
804
Woodmont Investment Counsel
Tennessee
$396K -$1.31K -25 -0.3%
CYG
805
Clean Yield Group
Vermont
$391K -$230K -4,369 -38%
BB
806
Busey Bank
Illinois
$391K -$473 -9 -0.1%
CMO
807
Covenant Multifamily Offices
Texas
$391K +$376K +7,159 New
UF
808
Univest Financial
Pennsylvania
$390K +$49.8K +948 +15%
BHIA
809
Birch Hill Investment Advisors
Massachusetts
$388K -$25.2K -480 -6%
DWA
810
Douglass Winthrop Advisors
New York
$387K
GWM
811
Geneos Wealth Management
Colorado
$386K -$44.4K -844 -10%
SBH
812
Segall Bryant & Hamill
Illinois
$383K -$42.4K -807 -10%
JHP
813
James Hambro & Partners
United Kingdom
$382K
RE
814
RBC Europe
United Kingdom
$382K
PP
815
Palladium Partners
Virginia
$380K -$14.4K -274 -4%
HIC
816
Holderness Investments Company
North Carolina
$377K
Koshinski Asset Management
817
Koshinski Asset Management
Illinois
$377K +$1.95K +37 +0.5%
CWM
818
Calamos Wealth Management
Illinois
$377K +$363K +6,901 New
PAMG
819
Patton Albertson Miller Group
Tennessee
$375K +$263 +5 +0.1%
FAIM
820
Financial Advocates Investment Management
Washington
$375K +$360K +6,855 New
CCA
821
Checchi Capital Advisers
California
$374K +$34.1K +649 +10%
Wealthfront Advisers
822
Wealthfront Advisers
California
$374K +$360K +6,839 New
Vanguard Personalized Indexing Management
823
Vanguard Personalized Indexing Management
California
$372K -$41.5K -789 -10%
BAM
824
Belpointe Asset Management
Nevada
$372K +$15.1K +288 +4%
NG
825
NatWest Group
United Kingdom
$371K