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Name Holding Trade Value Shares
Change
Change in
Stake
MIC
376
Means Investment Company
Maine
$299K -$5.1K -112 -2%
QC
377
Quent Capital
New York
$297K +$19.7K +433 +7%
Bessemer Group
378
Bessemer Group
New Jersey
$296K -$232K -5,098 -44%
BP
379
Ballentine Partners
Massachusetts
$290K -$41.2K -905 -12%
RFC
380
Regions Financial Corp
Alabama
$286K -$19.2K -422 -6%
UB
381
UMB Bank
Missouri
$286K -$1.78K -39 -0.6%
FFM
382
Forum Financial Management
Illinois
$280K – – –
IAMOG
383
Investors Asset Management of Georgia
Georgia
$279K -$6.83K -150 -2%
FTDI
384
First Trust Direct Indexing
Massachusetts
$279K +$11.9K +261 +4%
BFG
385
Beacon Financial Group
Texas
$277K +$279K +6,131 New
CC
386
Corton Capital
Ontario, Canada
$277K +$279K +6,118 New
SIA
387
Strategic Investment Advisors
Michigan
$277K -$22.8K -500 -8%
AWS
388
Atria Wealth Solutions
New York
$275K -$47.5K -1,043 -15%
NP
389
NorthRock Partners
Minnesota
$275K +$72.4K +1,590 +35%
AL
390
Arnhold LLC
New York
$272K -$182K -3,992 -40%
JWCA
391
J.W. Coons Advisors
Ohio
$267K – – –
GT
392
Glenview Trust
Kentucky
$265K – – –
MWC
393
MBM Wealth Consultants
Missouri
$262K -$16.6K -365 -6%
PWM
394
Paulson Wealth Management
Illinois
$262K -$28.2K -620 -10%
FA
395
Fountainhead AM
New Jersey
$261K +$2.92K +64 +1%
LSA
396
Lion Street Advisors
Texas
$260K – – –
SOW
397
State of Wyoming
Wyoming
$258K +$11.2K +246 +5%
CCA
398
Cobblestone Capital Advisors
New York
$256K – – –
CIBC Asset Management
399
CIBC Asset Management
Ontario, Canada
$255K – – –
WI
400
Wintrust Investments
Illinois
$255K +$1.73K +38 +0.7%