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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
626
NorthCrest Asset Manangement
Minnesota
$1.37M +$190K +4,176 +17%
B
627
Bailard
California
$1.36M +$7.35K +162 +0.6%
FFBTD
628
First Financial Bank - Trust Division
Ohio
$1.36M -$54.4K -1,198 -4%
UBP
629
Union Bancaire Privee
Switzerland
$1.34M -$251K -5,521 -15%
IP
630
Indivisible Partners
Florida
$1.34M +$137K +3,028 +12%
SOAM
631
SBI Okasan Asset Management
Japan
$1.34M +$299K +6,590 +30%
CPW
632
Cove Private Wealth
New York
$1.32M +$768K +16,924 +159%
CAM
633
Covenant Asset Management
New Jersey
$1.32M +$3.86K +85 +0.3%
MGP
634
Metis Global Partners
California
$1.32M -$232K -5,106 -16%
IWC
635
Integrated Wealth Concepts
Massachusetts
$1.32M +$280K +6,159 +29%
WI
636
Wahed Invest
New York
$1.31M -$98.2K -2,164 -7%
WC
637
Westerkirk Capital
$1.31M – – –
OIS
638
Okabena Investment Services
Minnesota
$1.3M -$2.11M -46,400 -63%
FFG
639
Fortress Financial Group
Minnesota
$1.28M -$54.1K -1,191 -4%
UF
640
Univest Financial
Pennsylvania
$1.28M -$10.7K -236 -0.9%
CCM
641
Coldstream Capital Management
Washington
$1.26M -$142K -3,122 -11%
SBWIC
642
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.25M – – –
TCIIS
643
TIAA-CREF Individual & Institutional Services
New York
$1.25M -$154K -3,389 -12%
WWM
644
Western Wealth Management
Colorado
$1.25M -$9.85K -217 -0.8%
EGM
645
Engineers Gate Manager
New York
$1.24M +$869K +19,152 +283%
BWM
646
Bernicke Wealth Management
Wisconsin
$1.24M +$6.31K +139 +0.5%
BP
647
Ballentine Partners
Massachusetts
$1.24M +$14.4K +318 +1%
SW
648
SlateStone Wealth
Florida
$1.24M +$18.2K +400 +2%
DSAM
649
Dock Street Asset Management
Florida
$1.23M – – –
S
650
SignatureFD
Georgia
$1.23M +$82.4K +1,816 +8%