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Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
801
Sand Hill Global Advisors
California
$820K +$8.92K +81 +1%
TCW Group
802
TCW Group
California
$818K +$817K +7,415 New
IIM
803
Ipswich Investment Management
Massachusetts
$806K -$5.73K -52 -0.7%
Gradient Investments
804
Gradient Investments
Minnesota
$794K +$5.84K +53 +0.7%
FWM
805
ForthRight Wealth Management
Georgia
$792K -$11.3K -103 -1%
Eastern Bank
806
Eastern Bank
Massachusetts
$791K -$100K -910 -11%
FCP
807
Fidelis Capital Partners
Florida
$784K -$81K -735 -9%
Sagespring Wealth Partners
808
Sagespring Wealth Partners
Tennessee
$783K -$64.4K -585 -8%
PIM
809
Plato Investment Management
Australia
$782K +$409K +3,710 +111%
Dakota Wealth Management
810
Dakota Wealth Management
Florida
$779K +$296K +2,690 +61%
MMG
811
Monetary Management Group
Missouri
$777K – – –
NHT
812
New Hampshire Trust
New Hampshire
$775K – – –
EWM
813
Echo Wealth Management
Minnesota
$775K – – –
MC
814
Moors & Cabot
Massachusetts
$769K -$14.1K -128 -2%
GTS Securities
815
GTS Securities
Florida
$766K +$493K +4,479 +181%
BFIM
816
Beese Fulmer Investment Management
Ohio
$766K +$3.19K +29 +0.4%
DAC
817
Dividend Assets Capital
South Carolina
$763K – – –
CFD
818
Creative Financial Designs
Indiana
$762K +$8.92K +81 +1%
SIA
819
Soltis Investment Advisors
Utah
$760K +$336K +3,051 +79%
AA
820
Armis Advisers
Georgia
$760K +$241K +2,192 +44%
PCA
821
Prosperity Capital Advisors
Ohio
$759K -$235K -2,137 -24%
IC
822
Inscription Capital
Texas
$758K +$148K +1,340 +24%
CCA
823
Checchi Capital Advisers
California
$757K -$7.05K -64 -0.9%
Envestnet Portfolio Solutions
824
Envestnet Portfolio Solutions
Illinois
$746K +$41K +372 +6%
Grimes & Company
825
Grimes & Company
Massachusetts
$744K +$4.19K +38 +0.6%