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Name Holding Trade Value Shares
Change
Change in
Stake
HI
326
Human Investing
Oregon
$965K +$863K +7,338 New
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
$962K +$155K +1,315 +22%
Brown Advisory
328
Brown Advisory
Maryland
$937K +$283K +2,404 +51%
KAS
329
Kestra Advisory Services
Texas
$934K +$487K +4,138 +140%
OC
330
Oppenheimer & Co
New York
$915K +$818K +6,953 New
MIAS
331
Mason Investment Advisory Services
Virginia
$914K – – –
CTA
332
Colonial Trust Advisors
South Carolina
$889K -$12.5K -106 -2%
AA
333
Altman Advisors
Illinois
$887K +$793K +6,745 New
EOJOAM
334
E. Ohman J:or Asset Management
Sweden
$882K – – –
PGIM
335
Pacific Global Investment Management
California
$881K +$7.76K +66 +1%
RP
336
Riverwater Partners
Wisconsin
$861K -$43.6K -371 -5%
JAG
337
Journey Advisory Group
Kentucky
$846K +$167K +1,423 +28%
LWAM
338
Legacy Wealth Asset Management
Minnesota
$845K +$5.65K +48 +0.8%
National Bank of Canada
339
National Bank of Canada
Quebec, Canada
$828K +$653K +5,550 +1,360%
V
340
Veritable
Delaware
$818K +$53.2K +452 +8%
CAM
341
Cresset Asset Management
Illinois
$809K -$9.29K -79 -1%
NLP
342
Next Level Private
New York
$809K – – –
DBRC
343
D.B. Root & Company
Pennsylvania
$804K -$189K -1,605 -21%
SCA
344
STALEY CAPITAL ADVISERS
Pennsylvania
$791K – – –
DAM
345
Deltec Asset Management
New York
$789K – – –
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$788K -$188K -1,602 -21%
CHP
347
Cable Hill Partners
Oregon
$787K -$35.3K -300 -5%
MML Investors Services
348
MML Investors Services
Massachusetts
$778K -$382K -3,250 -35%
RFC
349
Regions Financial Corp
Alabama
$767K – – –
PFSC
350
Peoples Financial Services Corp
Pennsylvania
$763K – – –