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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
351
Washington Trust Advisors
Massachusetts
$633K +$904 +40 +0.2%
Federated Hermes
352
Federated Hermes
Pennsylvania
$617K +$21.6K +955 +4%
US Bancorp
353
US Bancorp
Minnesota
$610K -$20.8K -922 -4%
PWM
354
Perigon Wealth Management
California
$597K +$67.9K +3,002 +15%
IIM
355
Ironwood Investment Management
Massachusetts
$593K -$13.9K -615 -3%
BA
356
BCM Advisors
Louisiana
$587K
AWM
357
Adams Wealth Management
Utah
$587K +$33.8K +1,495 +7%
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$581K -$13.5K -599 -3%
Bessemer Group
359
Bessemer Group
New Jersey
$579K -$38.5K -1,704 -7%
CIBC World Market
360
CIBC World Market
Ontario, Canada
$574K +$98.4K +4,351 +24%
BTWM
361
Baker Tilly Wealth Management
Wisconsin
$558K +$31.3K +1,383 +7%
SC
362
Searle & Co
Connecticut
$553K
EWM
363
Evercore Wealth Management
New York
$545K +$41.4K +1,830 +9%
PPWM
364
Paragon Private Wealth Management
Kentucky
$524K
BBHC
365
Brown Brothers Harriman & Co
New York
$518K +$426K +18,867 +1,502%
TCM
366
Teza Capital Management
Illinois
$516K +$453K +20,048 New
KRSITF
367
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$506K +$47.1K +2,084 +12%
MAM
368
Meeder Asset Management
Ohio
$503K +$442K +19,551 New
ICM
369
Islay Capital Management
Texas
$492K -$300K -13,265 -41%
ECM
370
Evergreen Capital Management
Washington
$485K +$104K +4,608 +32%
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$481K -$135K -5,991 -24%
NB
372
Nicolet Bankshares
Wisconsin
$473K +$927 +41 +0.2%
BNP Paribas Asset Management
373
BNP Paribas Asset Management
France
$461K -$2.35M -103,858 -84%
TMAM
374
Tokio Marine Asset Management
Japan
$459K +$9.56K +423 +2%
WS
375
Wedbush Securities
California
$458K +$2.71K +120 +0.7%