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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
501
Brown Advisory
Maryland
$892K -$39K -1,056 -4%
PP
502
Prudential plc
United Kingdom
$892K +$907K +24,568 New
CCP
503
Corient Capital Partners
California
$882K +$184K +4,991 +26%
PCMM
504
Piedmont Capital Management (Montana)
Montana
$876K
JIC
505
Johnson Investment Counsel
Ohio
$874K -$2.25K -61 -0.3%
NRS
506
Neville Rodie & Shaw
New York
$863K
PFM
507
Parsec Financial Management
North Carolina
$861K -$3.43K -93 -0.4%
RWA
508
Redhawk Wealth Advisors
Minnesota
$860K +$353K +9,553 +68%
WT
509
Whittier Trust
California
$859K -$13K -351 -1%
IFS
510
Ifrah Financial Services
Arkansas
$851K +$2.99K +81 +0.3%
ST
511
Smithfield Trust
Pennsylvania
$846K +$5.1K +138 +0.6%
EWS
512
Evergreen Wealth Solutions
Pennsylvania
$843K -$45K -1,218 -5%
CA
513
Clearstead Advisors
Ohio
$841K +$39.7K +1,075 +5%
CF
514
Copperwynd Financial
Arizona
$839K +$8.97K +243 +1%
FTDI
515
First Trust Direct Indexing
Massachusetts
$832K +$58.5K +1,584 +7%
GC
516
Garde Capital
Washington
$822K
BS
517
Boenning & Scattergood
Pennsylvania
$817K
EIP
518
Epoch Investment Partners
New York
$816K +$830K +22,469 New
HPCM
519
High Pointe Capital Management
Illinois
$812K
MBT
520
Montecito Bank & Trust
California
$806K +$2.4K +65 +0.3%
GC
521
Gilbert & Cook
Iowa
$804K +$32.4K +877 +4%
FNBTCON
522
First National Bank & Trust Co of Newtown
Pennsylvania
$797K -$91.8K -2,485 -10%
CFB
523
Cullen/Frost Bankers
Texas
$790K -$16.2K -438 -2%
S
524
SignatureFD
Georgia
$786K +$81.5K +2,208 +11%
SCM
525
Shelton Capital Management
Colorado
$776K +$430K +11,651 +120%