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Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
1051
Ferguson Wellman Capital Management
Oregon
$455K -$80.7K -426 -14%
LAM
1052
L2 Asset Management
Massachusetts
$454K -$41.7K -220 -8%
CMF
1053
Counterpoint Mutual Funds
California
$452K
MA
1054
MONECO Advisors
Connecticut
$449K +$12.3K +65 +2%
CSPIA
1055
Cary Street Partners Investment Advisory
Virginia
$446K +$140K +739 +38%
EWM
1056
Evercore Wealth Management
New York
$445K -$13.6K -72 -3%
SW
1057
Simplicity Wealth
New Jersey
$444K +$142K +750 +39%
AWM
1058
Athena Wealth Management
Nevada
$443K +$36K +190 +8%
MIFH
1059
Migdal Insurance & Financial Holdings
Israel
$441K -$25.9K -137 -5%
LPT
1060
Legacy Private Trust
Wisconsin
$440K -$12.1K -64 -2%
HL
1061
HeadInvest LLC
Maine
$440K -$13.3K -70 -3%
MC
1062
Machina Capital
France
$438K +$495K +2,614 New
CWM
1063
Calamos Wealth Management
Illinois
$436K -$268K -1,418 -35%
AC
1064
AXQ Capital
New Jersey
$436K -$1.42M -7,501 -74%
KCIC
1065
Kuhn & Co Investment Counsel
Illinois
$436K +$1.7K +9 +0.3%
DA
1066
Dover Advisors
Virginia
$434K +$9.47K +50 +2%
VCA
1067
Verdence Capital Advisors
Maryland
$432K +$92K +486 +23%
HFW
1068
Horizon Family Wealth
Illinois
$428K +$30.7K +162 +7%
BWM
1069
Bullock Wealth Management
Indiana
$428K +$468K +2,473 New
MFC
1070
Mechanics Financial Corp
Ohio
$426K +$19.5K +103 +4%
SEA
1071
Stegent Equity Advisors
Texas
$425K -$1.14K -6 -0.2%
TW
1072
Tempo Wealth
Ohio
$424K +$89.2K +471 +23%
SS
1073
SBI Securities
Japan
$423K -$1.51K -8 -0.3%
KCM
1074
Kathmere Capital Management
Pennsylvania
$423K +$107K +563 +29%
CPBTD
1075
Central Pacific Bank - Trust Division
Hawaii
$421K