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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$420K -$62.1K -1,452 -13%
HA
302
Hamel Associates
New Jersey
$417K -$992K -23,175 -70%
WEC
303
Winslow Evans & Crocker
Massachusetts
$416K +$397K +9,275 +2,142%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$409K – – –
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$406K -$40.8K -954 -9%
BFA
306
Beaumont Financial Advisors
Massachusetts
$406K +$11.1K +260 +3%
CCT
307
Chemung Canal Trust
New York
$404K +$124K +2,906 +44%
RMC
308
Resources Management Corp
Connecticut
$401K -$4.28K -100 -1%
HPC
309
Hobart Private Capital
North Carolina
$397K -$157K -3,671 -28%
SDAM
310
Shulman DeMeo Asset Management
New York
$392K -$9.2K -215 -2%
SXL
311
Summit X LLC
Missouri
$389K +$388K +9,077 New
CCG
312
Cypress Capital Group
Florida
$387K +$2.35K +55 +0.6%
BW
313
Bison Wealth
Georgia
$386K +$7.7K +180 +2%
PAI
314
Pittenger & Anderson Inc
Nebraska
$372K – – –
GT
315
Glenmede Trust
Pennsylvania
$371K -$46.9K -1,096 -11%
HIA
316
Harbor Investment Advisory
Maryland
$361K -$91.9K -2,147 -20%
ACP
317
Ashfield Capital Partners
California
$351K -$107K -2,498 -23%
CNC
318
Canandaigua National Corp
New York
$344K -$10.4K -244 -3%
EI
319
Ethic Inc
New York
$344K +$344K +8,043 New
CCM
320
Cohen Capital Management
California
$339K – – –
RB
321
Renasant Bank
Mississippi
$337K +$337K +7,878 New
CWP
322
Curated Wealth Partners
California
$332K +$332K +7,749 New
IC
323
Inscription Capital
Texas
$331K -$12.8K -300 -4%
VIA
324
Vident Investment Advisory
Georgia
$327K -$4.06K -95 -1%
PIA
325
Pinion Investment Advisors
Kansas
$327K +$12.9K +302 +4%