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Name Holding Trade Value Shares
Change
Change in
Stake
TC
301
TwinBeech Capital
New York
$481K +$491K +1,002 New
WhitTier Trust Company
302
WhitTier Trust Company
Nevada
$480K – – –
DAC
303
Dividend Assets Capital
South Carolina
$480K +$56.4K +115 +13%
Cresset Asset Management
304
Cresset Asset Management
Illinois
$462K -$121K -247 -20%
DCM
305
Delta Capital Management
New Jersey
$461K – – –
HEIP
306
Hudson Edge Investment Partners
New Jersey
$455K +$464K +947 New
Shelton Capital Management
307
Shelton Capital Management
Colorado
$448K – – –
MPAM
308
Monarch Partners Asset Management
Massachusetts
$438K +$447K +911 New
Coldstream Capital Management
309
Coldstream Capital Management
Washington
$436K -$8.34K -17 -2%
Colony Group
310
Colony Group
Massachusetts
$424K -$45.1K -92 -9%
MSAM
311
Moloney Securities Asset Management
Missouri
$423K -$313K -639 -42%
Edmond de Rothschild Holding
312
Edmond de Rothschild Holding
Switzerland
$423K +$432K +880 New
QT
313
Quantamental Technologies
New York
$412K +$421K +858 New
BHWM
314
Bar Harbor Wealth Management
New Hampshire
$395K – – –
Creative Planning
315
Creative Planning
Kansas
$387K +$2.45K +5 +0.6%
Grimes & Company
316
Grimes & Company
Massachusetts
$384K – – –
Mackenzie Financial
317
Mackenzie Financial
Ontario, Canada
$374K -$144K -293 -27%
LA
318
LVW Advisors
New York
$373K +$381K +776 New
Krane Funds Advisors
319
Krane Funds Advisors
New York
$368K -$35.3K -72 -9%
M&T Bank
320
M&T Bank
New York
$368K -$11.8K -24 -3%
HCM
321
Hengehold Capital Management
Ohio
$367K – – –
Barclays
322
Barclays
United Kingdom
$361K -$556K -1,133 -60%
SAM
323
Strategy Asset Managers
California
$356K – – –
MGO One Seven
324
MGO One Seven
Ohio
$352K -$49K -100 -12%
FIM
325
Freedom Investment Management
Connecticut
$350K -$235K -479 -40%