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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
776
Wealthspire Advisors (New York)
New York
$693K -$1.09M -5,640 -62%
CCP
777
Corient Capital Partners
California
$691K +$126K +649 +23%
TNB
778
TCF National Bank
South Dakota
$689K +$16.1K +83 +2%
IA
779
IndexIQ Advisors
New York
$688K +$55K +284 +9%
IIA
780
ICW Investment Advisors
Arizona
$687K +$23.6K +122 +4%
CAM
781
Cresset Asset Management
Illinois
$683K -$278K -1,434 -29%
RDWM
782
Red Door Wealth Management
Tennessee
$676K +$109K +561 +20%
SIA
783
Soltis Investment Advisors
Utah
$675K +$657K +3,391 New
ASN
784
Advisory Services Network
Georgia
$673K -$891K -4,600 -58%
P
785
Pitcairn
Pennsylvania
$672K -$4.45K -23 -0.7%
BOH
786
Bank of Hawaii
Hawaii
$671K -$440K -2,272 -40%
MWM
787
Minot Wealth Management
Massachusetts
$670K +$12.4K +64 +2%
AG
788
AlphaSimPlex Group
Massachusetts
$670K +$652K +3,367 New
NBG
789
Nancy B. Gardiner
$669K – – –
FMBTD
790
First Midwest Bank Trust Division
Illinois
$668K – – –
EP
791
Eudaimonia Partners
Tennessee
$657K +$190K +982 +42%
VIM
792
Veritas Investment Management
United Kingdom
$656K – – –
LIM
793
Leavell Investment Management
Alabama
$655K -$794K -4,100 -56%
EDRH
794
Edmond de Rothschild Holding
Switzerland
$652K +$230K +1,190 +57%
CAM
795
Congress Asset Management
Massachusetts
$651K -$177K -915 -22%
IIM
796
Ironwood Investment Management
Massachusetts
$650K +$150K +776 +31%
TAM
797
Tradition Asset Management
Virginia
$648K – – –
AJ
798
Ashburton (Jersey)
Jersey
$642K -$84.8K -438 -12%
PA
799
Pinnacle Associates
New York
$639K +$123K +635 +25%
EWA
800
Exencial Wealth Advisors
Oklahoma
$639K +$364K +1,880 +141%