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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
501
Tocqueville Asset Management
New York
$383K
KAS
502
Kestra Advisory Services
Texas
$383K +$362K +2,998 New
HTC
503
Haverford Trust Company
Pennsylvania
$379K
YIH
504
Y-Intercept (HK)
Hong Kong
$378K +$359K +2,970 New
WJWM
505
Williams Jones Wealth Management
New York
$377K
AWM
506
Avior Wealth Management
Nebraska
$376K
KPW
507
Kore Private Wealth
New York
$365K +$33.9K +281 +11%
Cetera Investment Advisers
508
Cetera Investment Advisers
Illinois
$362K +$107K +888 +46%
Acadian Asset Management
509
Acadian Asset Management
Massachusetts
$355K -$148K -1,222 -31%
LIA
510
LS Investment Advisors
Michigan
$355K -$141K -1,168 -30%
WANY
511
Wealthspire Advisors (New York)
New York
$351K +$124K +1,028 +60%
MWM
512
Modera Wealth Management
New Jersey
$348K +$121 +1 +0%
LWAC
513
Laurel Wealth Advisors (California)
California
$345K
OAM
514
Oppenheimer Asset Management
New York
$344K +$326K +2,697 New
WTC
515
WhitTier Trust Company
Nevada
$343K +$251K +2,083 +347%
GD
516
Grandfield & Dodd
New York
$330K
DILIC
517
Dai-ichi Life Insurance Company
Japan
$326K
SSB
518
Sandy Spring Bank
Maryland
$324K -$573K -4,745 -65%
CI
519
Conning Inc
Connecticut
$323K -$32.6K -270 -10%
VAS
520
Vestmark Advisory Solutions
Massachusetts
$322K +$71.9K +596 +31%
S
521
SignatureFD
Georgia
$321K +$22.1K +183 +8%
WSTAM
522
Wilbanks Smith & Thomas Asset Management
Virginia
$320K
ECM
523
Everence Capital Management
Indiana
$319K +$1.33K +11 +0.4%
PPSG
524
Princeton Portfolio Strategies Group
New Jersey
$316K
QI
525
QS Investors
New York
$313K -$35.7K -296 -11%