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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
676
EARNEST Partners
Georgia
$16K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
677
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K – – –
PGAM
678
Princeton Global Asset Management
New Jersey
$16K – – –
JSC
679
Jackson Square Capital
California
$15K – – –
TL
680
TrueWealth LLC
Georgia
$12K -$2.11K -2 -15%
Cullen/Frost Bankers
681
Cullen/Frost Bankers
Texas
$12K – – –
HM Payson & Co
682
HM Payson & Co
Maine
$12K – – –
SL
683
Savior LLC
Massachusetts
$12K – – –
SA
684
SRH Advisors
Kansas
$12K – – –
HR
685
Howe & Rusling
New York
$11K -$2.11K -2 -17%
CB
686
CNB Bank
Pennsylvania
$10K – – –
Apollon Wealth Management
687
Apollon Wealth Management
South Carolina
$10K +$9.48K +9 New
FWM
688
Focused Wealth Management
New York
$9K – – –
Larson Financial Group
689
Larson Financial Group
Missouri
$8K – – –
EFSCE
690
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$7.38K -7 -54%
TPWA
691
TRUE Private Wealth Advisors
Oregon
$7K – – –
BWA
692
BDO Wealth Advisors
Florida
$6K -$23.2K -22 -81%
CCA
693
Column Capital Advisors
Indiana
$6K – – –
HIA
694
Harbor Investment Advisory
Maryland
$6K – – –
IF
695
Ironwood Financial
Arizona
$6K – – –
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
TD Ameritrade Investment Management
697
TD Ameritrade Investment Management
Nebraska
$5K -$3.16K -3 -43%
Washington Trust
698
Washington Trust
Rhode Island
$5K -$1.05K -1 -20%
Balentine LLC
699
Balentine LLC
Georgia
$5K – – –
CWP
700
CFM Wealth Partners
Texas
$5K – – –