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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
526
Chesley Taft & Associates
Illinois
$3.25M -$69.8K -472 -2%
KPWS
527
Kestra Private Wealth Services
Texas
$3.25M -$180K -1,214 -5%
OCAM
528
Onex Canada Asset Management
Ontario, Canada
$3.22M +$32.9K +222 +1%
PWM
529
Perigon Wealth Management
California
$3.21M -$70.1K -474 -2%
SW
530
SlateStone Wealth
Florida
$3.18M +$163K +1,102 +5%
FC
531
FORA Capital
Florida
$3.17M +$3.2M +21,598 New
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$3.16M +$1.92K +13 +0.1%
CIM
533
Chapman Investment Management
California
$3.16M -$1M -6,777 -24%
SWM
534
Spire Wealth Management
Virginia
$3.14M -$3.74M -25,302 -54%
GIM
535
Goelzer Investment Management
Indiana
$3.12M +$59.3K +401 +2%
DADC
536
D.A. Davidson & Co
Montana
$3.1M +$181K +1,220 +6%
BFPW
537
BOK Financial Private Wealth
Colorado
$3.09M -$48.4K -327 -2%
WFG
538
Wills Financial Group
Virginia
$3.07M -$454K -3,070 -13%
SHGA
539
Sand Hill Global Advisors
California
$3.03M -$465K -3,145 -13%
BBNA
540
Bremer Bank National Association
Minnesota
$3.03M -$155K -1,050 -5%
OPS
541
Orion Portfolio Solutions
Nebraska
$3M -$133K -899 -4%
WAS
542
Wealth Advisory Solutions
Indiana
$3M +$9.03K +61 +0.3%
GCL
543
Gouws Capital LLC
North Carolina
$2.99M -$261K -1,767 -8%
RWA
544
Roberts Wealth Advisors
California
$2.98M +$442K +2,986 +17%
CAM
545
Cypress Asset Management
Texas
$2.96M +$50.3K +340 +2%
MGP
546
Metis Global Partners
California
$2.96M +$1.62M +10,965 +119%
BPIM
547
Brant Point Investment Management
New York
$2.94M -$96.8K -654 -3%
SF
548
Synovus Financial
Georgia
$2.91M -$105K -708 -3%
GAM
549
Gotham Asset Management
New York
$2.89M -$51.9K -351 -2%
EOJOAM
550
E. Ohman J:or Asset Management
Sweden
$2.89M -$207K -1,400 -7%