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Name Holding Trade Value Shares
Change
Change in
Stake
ST
526
Smithfield Trust
Pennsylvania
$444K -$49.5K -252 -10%
PFO
527
Pathstone Family Office
New Jersey
$440K -$1.39M -7,069 -79%
PA
528
Procyon Advisors
Connecticut
$439K
EWA
529
EP Wealth Advisors
California
$436K -$23.8K -121 -6%
FCI
530
Financial Counselors Inc
Kansas
$434K -$23K -117 -5%
YMRC
531
Yorktown Management & Research Company
Virginia
$429K
JWCA
532
J.W. Coons Advisors
Ohio
$425K +$4.91K +25 +1%
Vontobel Holding
533
Vontobel Holding
Switzerland
$424K +$10.8K +55 +3%
AWAU
534
Alliance Wealth Advisors (Utah)
Utah
$415K +$39.5K +201 +10%
Wealth Enhancement Advisory Services
535
Wealth Enhancement Advisory Services
Minnesota
$412K +$416K +2,116 New
DGAM
536
Desjardins Global Asset Management
Quebec, Canada
$406K +$1.57K +8 +0.4%
DIM
537
Delta Investment Management
California
$404K -$15.9K -81 -4%
VFA
538
Values First Advisors
Tennessee
$402K -$43.2K -220 -10%
OC
539
Oppenheimer & Co
New York
$400K +$30.2K +154 +8%
KCM
540
Kathmere Capital Management
Pennsylvania
$398K +$28.5K +145 +8%
BAM
541
Blueshift Asset Management
New Jersey
$397K -$274K -1,393 -41%
ESCM
542
Echo Street Capital Management
New York
$390K +$393K +2,003 New
CMANY
543
Capital Management Associates (New York)
New York
$390K +$393K +2,000 New
IUHSA
544
Itau Unibanco Holding S.A.
Brazil
$388K +$391K +1,990 New
OWM
545
OneAscent Wealth Management
Alabama
$385K -$18.5K -94 -5%
AWA
546
Aaron Wealth Advisors
Illinois
$385K +$4.52K +23 +1%
DA
547
Drake & Associates
Wisconsin
$384K +$3.93K +20 +1%
TCM
548
Tributary Capital Management
Nebraska
$383K -$5.89K -30 -2%
WS
549
Wedbush Securities
California
$381K +$30.4K +155 +9%
JFL
550
Jarislowsky, Fraser Ltd
Quebec, Canada
$380K