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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
301
Peninsula Asset Management
Florida
$4.53M -$1K -15 -0%
JCM
302
Jacobi Capital Management
Pennsylvania
$4.47M -$18.7K -280 -0.4%
N
303
Natixis
France
$4.38M +$4.2M +62,804 New
CCM
304
Coldstream Capital Management
Washington
$4.37M -$62.6K -935 -1%
TNB
305
Thomasville National Bank
Georgia
$4.36M -$2.14M -31,980 -34%
WAM
306
Wallington Asset Management
Indiana
$4.36M -$55.9K -835 -1%
PFO
307
Pathstone Family Office
New Jersey
$4.34M +$34.3K +513 +0.8%
SFI
308
Siemens Fonds Invest
Germany
$4.33M -$58.4K -872 -1%
Lido Advisors
309
Lido Advisors
California
$4.31M +$962K +14,369 +30%
CT
310
Coastline Trust
Rhode Island
$4.27M -$179K -2,679 -4%
OQS
311
Occudo Quantitative Strategies
Florida
$4.24M +$4.07M +60,765 New
GIBU
312
Gulf International Bank (UK)
United Kingdom
$4.08M -$1.29M -19,229 -25%
ST
313
Somerset Trust
Pennsylvania
$4.08M -$137K -2,044 -3%
HWM
314
HB Wealth Management
Georgia
$4.02M +$1.58M +23,575 +69%
Ensign Peak Advisors
315
Ensign Peak Advisors
Utah
$4.02M -$6.15M -91,845 -61%
NC
316
NovaPoint Capital
Georgia
$3.98M -$57K -852 -1%
Vanguard Personalized Indexing Management
317
Vanguard Personalized Indexing Management
California
$3.93M +$417K +6,231 +12%
LIA
318
LBMC Investment Advisors
Tennessee
$3.88M
VWMG
319
Virginia Wealth Management Group
Virginia
$3.82M -$45.4K -678 -1%
KLWA
320
Kelly Lawrence W & Associates
California
$3.8M -$16.7K -250 -0.4%
RVM
321
Robinson Value Management
Texas
$3.79M +$49.6K +741 +1%
Macquarie Group
322
Macquarie Group
Australia
$3.79M -$503K -7,519 -12%
AP
323
Advisors Preferred
Maryland
$3.74M +$3.57M +53,345 New
Wealthfront Advisers
324
Wealthfront Advisers
California
$3.71M -$6.63K -99 -0.2%
SICM
325
Sustainable Insight Capital Management
New York
$3.7M +$1.51M +22,500 +74%