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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
501
Brown Brothers Harriman & Co
New York
$15.8K -$40.3K -490 -73%
ZBNA
502
Zions Bancorporation, National Association
Utah
$15.4K +$14.8K +180 New
HNB
503
Huntington National Bank
Ohio
$14.9K -$1.07K -13 -7%
FAMI
504
Fideuram Asset Management (Ireland)
$14.9K +$14K +170 New
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$12.4K +$822 +10 +7%
MAM
506
Meeder Asset Management
Ohio
$10.9K +$7.15K +87 +218%
KFAS
507
Keating Financial Advisory Services
Kansas
$10.8K +$10.4K +126 New
RIL
508
Rothschild Investment LLC
Illinois
$10.6K +$7.81K +95 +328%
KFP
509
Kerr Financial Planning
California
$10.2K
CT
510
Clearstead Trust
Maine
$10K +$7.56K +92 +368%
GCM
511
Gables Capital Management
Florida
$9.95K
BIA
512
Bell Investment Advisors
California
$8.83K +$4.85K +59 +134%
RTL
513
Red Tortoise LLC
Georgia
$8.75K
JWA
514
JFS Wealth Advisors
Pennsylvania
$8.66K +$3.62K +44 +77%
HIW
515
Holos Integrated Wealth
Pennsylvania
$8.5K
EPIM
516
Evelyn Partners Investment Management
$8.4K
PWPS
517
Pinnacle Wealth Planning Services
Ohio
$7.63K +$7.31K +89 New
CIA
518
Cape Investment Advisory
Georgia
$7.2K +$2.3K +28 +50%
WT
519
Whittier Trust
California
$6.7K
ATC
520
Adirondack Trust Company
New York
$6.69K +$6.41K +78 New
CFO
521
CVA Family Office
Colorado
$6.52K -$822 -10 -12%
HNW
522
High Note Wealth
Minnesota
$6.52K +$6.25K +76 New
EWP
523
Elevation Wealth Partners
California
$6K +$4.27K +52 +289%
OP
524
ORG Partners
Indiana
$5.74K +$5.26K +64 +2,133%
NEWAS
525
N.E.W. Advisory Services
Wisconsin
$5.57K