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Name Holding Trade Value Shares
Change
Change in
Stake
BC
551
Bartlett & Co
Ohio
$857K
BBHC
552
Brown Brothers Harriman & Co
New York
$845K -$66.6K -4,954 -8%
GIM
553
Grassi Investment Management
California
$845K +$8.88K +660 +1%
BWP
554
Baldwin Wealth Partners
Massachusetts
$845K +$773K +57,512 New
LA
555
Lynch & Associates
Indiana
$838K +$172K +12,807 +29%
RC
556
Reik & Co
New York
$834K -$2.07K -154 -0.3%
TCA
557
Teewinot Capital Advisers
New York
$819K
FAAS
558
First Allied Advisory Services
California
$819K +$312K +23,216 +70%
IIM
559
Ironwood Investment Management
Massachusetts
$818K +$592 +44 +0.1%
RG
560
Rathbones Group
United Kingdom
$812K -$8.89K -661 -1%
CCA
561
Catalyst Capital Advisors
New York
$809K
BHBT
562
Burke & Herbert Bank & Trust
Virginia
$801K -$14.8K -1,101 -2%
HH
563
Hilltop Holdings
Texas
$794K +$20.5K +1,521 +3%
ARMT
564
Amica Retiree Medical Trust
Rhode Island
$793K
SAM
565
Solaris Asset Management
New York
$784K +$643K +47,838 +869%
AWCI
566
Alpine Woods Capital Investors
New York
$782K -$210K -15,635 -23%
LNWWM
567
Laird Norton Wetherby Wealth Management
California
$782K -$6.24K -464 -0.9%
AW
568
Alpha Windward
Massachusetts
$760K -$72.8K -5,417 -9%
Envestnet Asset Management
569
Envestnet Asset Management
Illinois
$752K +$81.3K +6,044 +13%
AF
570
Allworth Financial
California
$750K -$48.2K -3,581 -7%
BG
571
Bahl & Gaynor
Ohio
$737K +$1.37K +102 +0.2%
Brown Advisory
572
Brown Advisory
Maryland
$726K +$47.3K +3,517 +8%
G
573
GlobalBridge
Minnesota
$723K +$4.61K +343 +0.7%
SSG
574
Summit Securities Group
New York
$722K -$1.92M -142,469 -74%
LTFS
575
Ladenburg Thalmann Financial Services
Florida
$715K -$31.2K -2,317 -5%