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Name Holding Trade Value Shares
Change
Change in
Stake
CRC
801
Curi RMB Capital
Illinois
$528K
QI
802
Qtron Investments
Massachusetts
$526K +$293K +2,224 +99%
CNBTD
803
Citizens National Bank Trust Department
Mississippi
$526K +$588K +4,465 New
DWM
804
Doyle Wealth Management
Florida
$523K +$15.8K +120 +3%
CK
805
Cohen Klingenstein
New York
$521K
HAG
806
HighPoint Advisor Group
Illinois
$520K +$1.84K +14 +0.3%
DAM
807
Delta Asset Management
Tennessee
$519K
AWM
808
Altium Wealth Management
New York
$519K +$67.5K +513 +13%
SW
809
SVB Wealth
Massachusetts
$518K -$301K -2,283 -34%
RCA
810
Resonant Capital Advisors
Wisconsin
$517K -$27.8K -211 -5%
PAM
811
Pegasus Asset Management
New York
$516K +$658 +5 +0.1%
MCM
812
MAI Capital Management
Ohio
$515K -$82.2K -624 -12%
LFAS
813
Level Four Advisory Services
Texas
$510K +$112K +849 +24%
MSAM
814
Moloney Securities Asset Management
Missouri
$509K -$47K -357 -8%
WA
815
WESPAC Advisors
California
$507K -$95.9K -728 -14%
CA
816
Cetera Advisors
Colorado
$506K -$106K -806 -16%
GT
817
Glenview Trust
Kentucky
$505K +$790 +6 +0.1%
RE
818
RBC Europe
United Kingdom
$503K +$13.8K +105 +3%
DTL
819
Dynamic Technology Lab
Singapore
$503K +$563K +4,274 New
CAM
820
Concorde Asset Management
Michigan
$496K -$40.3K -306 -7%
TW
821
Transform Wealth
Colorado
$496K +$196K +1,486 +54%
AIA
822
Angeles Investment Advisors
California
$495K +$525K +3,991 New
CPSC
823
Carl P. Sherr & Co
Massachusetts
$494K +$88.9K +675 +19%
MPI
824
Mairs & Power Inc
Minnesota
$493K
AWM
825
Aberdeen Wealth Management
Illinois
$492K