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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
476
Coldstream Capital Management
Washington
$417K -$37.3K -377 -8%
LFM
477
Lumina Fund Management
New York
$408K
BCAM
478
Boston Common Asset Management
Massachusetts
$407K
BPA
479
Beacon Pointe Advisors
California
$405K -$63.4K -641 -14%
KAS
480
Kestra Advisory Services
Texas
$404K -$1.19K -12 -0.3%
WSCM
481
Wellington Shields Capital Management
New York
$401K +$49.4K +500 +15%
WI
482
Wahed Invest
New York
$399K +$51.4K +520 +15%
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$399K -$58.8K -595 -13%
WA
484
Wealth Alliance
New York
$399K -$43.9K -444 -10%
CP
485
Covenant Partners
Tennessee
$399K +$70.5K +713 +22%
RJT
486
Raymond James Trust
Florida
$396K +$12.8K +129 +3%
CAM
487
Cypress Asset Management
Texas
$393K -$119K -1,200 -24%
OTL
488
Oak Thistle LLC
New York
$393K -$42.6K -431 -10%
EWS
489
Evergreen Wealth Solutions
Pennsylvania
$392K +$30.8K +311 +9%
NO
490
Ninety One
South Africa
$392K
BP
491
Ballentine Partners
Massachusetts
$386K -$8.11K -82 -2%
GT
492
Greenleaf Trust
Michigan
$384K -$209K -2,113 -36%
PWM
493
Perigon Wealth Management
California
$383K +$3.36K +34 +0.9%
SA
494
Syntax Advisors
New York
$382K +$30.8K +311 +9%
VCG
495
Vantage Consulting Group
Virginia
$382K +$30.8K +311 +9%
MAS
496
Meeder Advisory Services
Ohio
$380K -$12.4K -125 -3%
William Blair & Company
497
William Blair & Company
Illinois
$376K -$136K -1,376 -27%
TPCW
498
TD Private Client Wealth
New York
$368K -$10.3K -104 -3%
FA
499
FDx Advisors
Illinois
$366K +$98.6K +997 +39%
MMC
500
Mizuho Markets Cayman
Cayman Islands
$365K +$354K +3,578 New