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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evercore Wealth Management
New York
$601K – – –
MA
552
MUFG Americas
New York
$598K -$453K -2,131 -49%
AWS
553
Atria Wealth Solutions
New York
$595K -$14.2K -67 -3%
FNBT
554
FineMark National Bank & Trust
Florida
$595K +$1.7K +8 +0.4%
GIA
555
GHP Investment Advisors
Colorado
$592K -$43.1K -203 -8%
TMAM
556
Tokio Marine Asset Management
Japan
$592K +$60.5K +285 +15%
TCOV
557
Trust Company of Vermont
Vermont
$589K -$212 -1 -0%
CWM
558
CIBC World Markets
New York
$588K -$3.44M -16,177 -88%
RWA
559
Ropes Wealth Advisors
Massachusetts
$588K -$16.6K -78 -3%
CP
560
Camelot Portfolios
Ohio
$583K -$344K -1,622 -43%
CAN
561
Cetera Advisor Networks
California
$583K +$31K +146 +7%
CW
562
Connectus Wealth
Ohio
$580K – – –
JIC
563
Johnson Investment Counsel
Ohio
$574K -$15.3K -72 -3%
Bank Julius Baer & Co
564
Bank Julius Baer & Co
Switzerland
$572K +$45.4K +214 +11%
ESCM
565
Echo Street Capital Management
New York
$572K +$455K +2,141 New
AA
566
Auxano Advisors
Washington
$568K +$154K +723 +51%
JMFC
567
J.M. Forbes & Co
Massachusetts
$560K +$11.7K +55 +3%
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$557K -$42.9K -202 -9%
FLPIM
569
F.L. Putnam Investment Management
Massachusetts
$555K – – –
EP
570
Eudaimonia Partners
Tennessee
$551K -$2.55K -12 -0.6%
IWA
571
Intercontinental Wealth Advisors
Texas
$549K +$7.86K +37 +2%
QI
572
Qtron Investments
Massachusetts
$548K +$436K +2,053 New
RFC
573
Regions Financial Corp
Alabama
$546K -$19.1K -90 -4%
IDBONY
574
Israel Discount Bank of New York
New York
$545K -$103K -485 -19%
HWA
575
Heritage Wealth Advisors
Virginia
$543K – – –