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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
701
Baldwin Wealth Partners
Massachusetts
$630K -$172K -1,039 -20%
EWA
702
Encompass Wealth Advisors
Oregon
$623K
HI
703
Horizon Investments
North Carolina
$622K -$169K -1,020 -20%
HIS
704
Harvest Investment Services
Illinois
$620K -$20.6K -124 -3%
VFA
705
Voya Financial Advisors
Connecticut
$619K -$9.12K -55 -1%
MAM
706
Meeder Asset Management
Ohio
$619K +$133K +800 +25%
AWM
707
AE Wealth Management
Kansas
$617K -$241K -1,455 -27%
CCS
708
Concentric Capital Strategies
Connecticut
$615K -$1.36M -8,200 -67%
HHAA
709
Henry H. Armstrong Associates
Pennsylvania
$611K -$204K -1,230 -24%
AWM
710
Avitas Wealth Management
California
$608K -$14.8K -89 -2%
CK
711
Cohen Klingenstein
New York
$604K
TGAM
712
TBH Global Asset Management
Tennessee
$599K
PP
713
PrairieView Partners
Minnesota
$598K
WIC
714
Woodmont Investment Counsel
Tennessee
$598K
EWS
715
Evergreen Wealth Solutions
Pennsylvania
$595K -$31.2K -188 -5%
AO
716
Advisor OS
Illinois
$586K -$91.9K -554 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
717
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$584K +$630K +3,800 New
SCA
718
Stokes Capital Advisors
South Carolina
$578K -$455K -2,743 -42%
TIA
719
Tandem Investment Advisors
South Carolina
$576K -$17.5M -105,716 -97%
MSAM
720
Moloney Securities Asset Management
Missouri
$576K +$7.63K +46 +1%
PWM
721
Perigon Wealth Management
California
$573K -$115K -691 -16%
Edgewood Management
722
Edgewood Management
Connecticut
$572K -$71.3K -430 -10%
SSB
723
Sandy Spring Bank
Maryland
$570K
HP
724
Hikari Power
Japan
$570K +$84.6K +510 +16%
SDIC
725
South Dakota Investment Council
South Dakota
$569K +$614K +3,700 New