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Name Holding Trade Value Shares
Change
Change in
Stake
FFBTD
626
First Financial Bank - Trust Division
Ohio
$1.36M -$54.4K -1,198 -4%
UBP
627
Union Bancaire Privee
Switzerland
$1.34M -$251K -5,521 -15%
IP
628
Indivisible Partners
Florida
$1.34M +$137K +3,028 +12%
SOAM
629
SBI Okasan Asset Management
Japan
$1.34M +$299K +6,590 +30%
CPW
630
Cove Private Wealth
New York
$1.32M +$768K +16,924 +159%
CAM
631
Covenant Asset Management
New Jersey
$1.32M +$3.86K +85 +0.3%
MGP
632
Metis Global Partners
California
$1.32M -$232K -5,106 -16%
WI
633
Wahed Invest
New York
$1.31M -$98.2K -2,164 -7%
WC
634
Westerkirk Capital
$1.31M
OIS
635
Okabena Investment Services
Minnesota
$1.3M -$2.11M -46,400 -63%
FFG
636
Fortress Financial Group
Minnesota
$1.28M -$54.1K -1,191 -4%
UF
637
Univest Financial
Pennsylvania
$1.28M -$10.7K -236 -0.9%
CCM
638
Coldstream Capital Management
Washington
$1.26M -$142K -3,122 -11%
SBWIC
639
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.25M
TCIIS
640
TIAA-CREF Individual & Institutional Services
New York
$1.25M -$154K -3,389 -12%
WWM
641
Western Wealth Management
Colorado
$1.25M -$9.85K -217 -0.8%
EGM
642
Engineers Gate Manager
New York
$1.24M +$869K +19,152 +283%
BWM
643
Bernicke Wealth Management
Wisconsin
$1.24M +$6.31K +139 +0.5%
BP
644
Ballentine Partners
Massachusetts
$1.24M +$14.4K +318 +1%
SW
645
SlateStone Wealth
Florida
$1.24M +$18.2K +400 +2%
DSAM
646
Dock Street Asset Management
Florida
$1.23M
S
647
SignatureFD
Georgia
$1.23M +$82.4K +1,816 +8%
CPIG
648
Chicago Partners Investment Group
Illinois
$1.22M +$266K +5,870 +28%
Fiera Capital (Canada)
649
Fiera Capital (Canada)
Quebec, Canada
$1.22M -$519K -11,444 -31%
QCG
650
Quadrant Capital Group
Ohio
$1.22M +$12K +265 +1%