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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
851
Sound Income Strategies
Florida
$6.57M -$1.07M -18,766 -15%
SS
852
Simplicity Solutions
Minnesota
$6.49M +$3.34M +58,495 +133%
CT
853
Caldwell Trust
Florida
$6.47M -$107K -1,877 -2%
WCWM
854
Willow Creek Wealth Management
California
$6.44M +$1.6K +28 +0%
Federated Hermes
855
Federated Hermes
Pennsylvania
$6.43M -$110M -1,926,824 -95%
PNAA
856
Pictet North America Advisors
Switzerland
$6.38M +$238K +4,171 +4%
CWM
857
C2C Wealth Management
Arizona
$6.38M +$5.75M +100,670 New
SGI
858
Summit Global Investments
Utah
$6.35M +$21.3K +373 +0.4%
FHB
859
First Hawaiian Bank
Hawaii
$6.35M +$3.63M +63,467 +173%
HL
860
HeadInvest LLC
Maine
$6.33M -$294K -5,150 -5%
RIM
861
Redpoint Investment Management
Australia
$6.32M -$247K -4,320 -4%
WI
862
WBI Investments
New Jersey
$6.29M +$5.68M +99,342 New
SFG
863
SevenBridge Financial Group
Pennsylvania
$6.29M +$65K +1,137 +1%
DIA
864
Dean Investment Associates
Ohio
$6.28M -$799K -13,991 -12%
PA
865
Perennial Advisors
New York
$6.24M +$348K +6,087 +7%
EAM
866
Evanson Asset Management
California
$6.23M -$989K -17,315 -15%
MA
867
Menlo Advisors
California
$6.23M -$171K -3,000 -3%
PSP
868
Principal Street Partners
Tennessee
$6.18M +$41.9K +734 +0.8%
PCTC
869
Perkins Coie Trust Company
Washington
$6.17M +$257K +4,494 +5%
BS
870
Boenning & Scattergood
Pennsylvania
$6.15M -$25K -438 -0.4%
NSEDCP
871
NJ State Employees Deferred Compensation Plan
New Jersey
$6.15M
PA
872
Parallel Advisors
California
$6.12M +$323K +5,654 +6%
ALAM
873
Asahi Life Asset Management
Japan
$6.1M -$869K -15,217 -14%
CFG
874
Citizens Financial Group
Rhode Island
$6.09M -$95.8K -1,677 -2%
OC
875
Oppenheimer & Close
New York
$6.08M -$218K -3,822 -4%