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Name Holding Trade Value Shares
Change
Change in
Stake
CC
401
ClearArc Capital
Ohio
$227K -$642 -12 -0.3%
WA
402
Wealth Architects
California
$225K -$42.8K -800 -16%
Daiwa Securities Group
403
Daiwa Securities Group
Japan
$223K – – –
HC
404
Hourglass Capital
Texas
$212K – – –
Federated Hermes
405
Federated Hermes
Pennsylvania
$209K -$8.99K -168 -4%
PI
406
Putnam Investments
Massachusetts
$208K – – –
CWP
407
Capital Wealth Planning
Florida
$207K – – –
MYAM
408
Meiji Yasuda Asset Management
Japan
$202K +$204K +3,810 New
FANJ
409
Financial Architects (New Jersey)
New Jersey
$191K -$8.3K -155 -4%
FHA
410
First Horizon Advisors
Tennessee
$179K -$2.52K -47 -1%
DADC
411
D.A. Davidson & Co
Montana
$167K +$42.4K +793 +33%
CSS
412
Cubist Systematic Strategies
Connecticut
$164K -$55.3K -1,033 -25%
IPC
413
Independent Portfolio Consultants
Florida
$154K -$8.3K -155 -5%
WEC
414
Winslow Evans & Crocker
Massachusetts
$148K – – –
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K – – –
QI
416
QS Investors
New York
$134K – – –
Lazard Asset Management
417
Lazard Asset Management
New York
$130K – – –
BBHC
418
Brown Brothers Harriman & Co
New York
$128K – – –
SWA
419
Sutton Wealth Advisors
Florida
$125K – – –
AIM
420
Anchor Investment Management
South Carolina
$114K -$14.2K -265 -11%
WTC
421
WhitTier Trust Company
Nevada
$112K – – –
AIM
422
Acrospire Investment Management
Illinois
$111K +$16.1K +300 +17%
MAM
423
Mizuho Asset Management
Japan
$106K -$35.8K -668 -25%
RP
424
Raiff Partners
New York
$106K +$107K +2,000 New
ASN
425
Advisory Services Network
Georgia
$98K +$1.61K +30 +2%