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Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
251
American Trust Investment Advisors
New Hampshire
$270K +$42.7K +320 +20%
HC
252
Hourglass Capital
Texas
$266K
WP
253
WealthPLAN Partners
Nebraska
$261K +$249K +1,866 New
V
254
Veritable
Delaware
$257K +$6.41K +48 +3%
ACI
255
Alpha Cubed Investments
California
$256K -$13.3K -100 -5%
BTNA
256
Bremer Trust National Association
Minnesota
$255K +$10.7K +80 +5%
VAM
257
Visium Asset Management
New York
$254K +$243K +1,818 New
AI
258
Atria Investments
North Carolina
$252K +$241K +1,803 New
Chevy Chase Trust
259
Chevy Chase Trust
Maryland
$244K -$60.1K -450 -21%
CBU
260
CIBC Bank USA
Illinois
$244K -$28.2K -211 -11%
SWP
261
Stratos Wealth Partners
Ohio
$241K -$6.01K -45 -3%
American Century Companies
262
American Century Companies
Missouri
$237K -$279K -2,087 -55%
BHB
263
Bank Hapoalim BM
Israel
$234K +$6.41K +48 +3%
AT
264
Arden Trust
Delaware
$231K +$220K +1,646 New
William Blair & Company
265
William Blair & Company
Illinois
$230K +$220K +1,646 New
KeyBank National Association
266
KeyBank National Association
Ohio
$229K -$5.47K -41 -2%
PVWM
267
Point View Wealth Management
New Jersey
$222K +$212K +1,586 New
HT
268
HighTower Trust
Texas
$219K +$209K +1,563 New
B
269
BancorpSouth
Mississippi
$217K +$207K +1,551 New
BC
270
Bartlett & Co
Ohio
$215K
CONA
271
Capital One National Association
New York
$210K -$223K -1,672 -53%
PIC
272
Portland Investment Counsel
Ontario, Canada
$210K -$40K -300 -17%
RCM
273
Reynolds Capital Management
Nevada
$210K +$200K +1,500 New
HCM
274
Howland Capital Management
Massachusetts
$201K +$192K +1,437 New
MCM
275
McKinley Capital Management
Alaska
$193K