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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
301
Winslow Evans & Crocker
Massachusetts
$416K +$397K +9,275 +2,142%
SSWM
302
Sheets Smith Wealth Management
North Carolina
$409K
LNWWM
303
Laird Norton Wetherby Wealth Management
California
$406K -$40.8K -954 -9%
BFA
304
Beaumont Financial Advisors
Massachusetts
$406K +$11.1K +260 +3%
CCT
305
Chemung Canal Trust
New York
$404K +$124K +2,906 +44%
RMC
306
Resources Management Corp
Connecticut
$401K -$4.28K -100 -1%
HPC
307
Hobart Private Capital
North Carolina
$397K -$157K -3,671 -28%
SDAM
308
Shulman DeMeo Asset Management
New York
$392K -$9.2K -215 -2%
SXL
309
Summit X LLC
Missouri
$389K -$5.13K -120 -1%
CCG
310
Cypress Capital Group
Florida
$387K +$2.35K +55 +0.6%
BW
311
Bison Wealth
Georgia
$386K +$7.7K +180 +2%
PAI
312
Pittenger & Anderson Inc
Nebraska
$372K
GT
313
Glenmede Trust
Pennsylvania
$371K -$46.9K -1,096 -11%
HIA
314
Harbor Investment Advisory
Maryland
$361K -$91.9K -2,147 -20%
ACP
315
Ashfield Capital Partners
California
$351K -$107K -2,498 -23%
CNC
316
Canandaigua National Corp
New York
$344K -$10.4K -244 -3%
EI
317
Ethic Inc
New York
$344K +$344K +8,043 New
CCM
318
Cohen Capital Management
California
$339K
RB
319
Renasant Bank
Mississippi
$337K +$337K +7,878 New
CWP
320
Curated Wealth Partners
California
$332K +$332K +7,749 New
IC
321
Inscription Capital
Texas
$331K -$12.8K -300 -4%
VIA
322
Vident Investment Advisory
Georgia
$327K -$4.06K -95 -1%
PIA
323
Pinion Investment Advisors
Kansas
$327K +$12.9K +302 +4%
Capital World Investors
324
Capital World Investors
California
$321K
QI
325
QV Investors
Alberta, Canada
$320K +$202K +4,721 +170%