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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$286K
Fisher Asset Management
602
Fisher Asset Management
Washington
$286K +$20.1K +1,061 +8%
QP
603
Quilter Plc
United Kingdom
$286K +$264K +13,918 New
AWS
604
Arkfeld Wealth Strategies
Nebraska
$286K +$286K +15,102 New
LDB
605
Lee, Danner & Bass
Tennessee
$285K
MIAN
606
Mariner Independent Advisor Network
Kansas
$283K +$261K +13,754 New
DT
607
Diversified Trust
Tennessee
$283K +$261K +13,770 New
BBHC
608
Brown Brothers Harriman & Co
New York
$279K -$12.8K -674 -5%
CCM
609
Crabel Capital Management
California
$278K -$108K -5,698 -30%
CAN
610
Claraphi Advisory Network
United States
$278K -$3.58K -189 -1%
LJAC
611
L.J. Altfest & Co
New York
$278K +$1.72K +91 +0.7%
ST
612
Spinnaker Trust
Maine
$277K -$2.08K -110 -0.8%
MCM
613
MAI Capital Management
Ohio
$276K +$254K +13,408 New
HPC
614
HM Payson & Co
Maine
$274K -$4.05K -214 -2%
SSW
615
Smith Shellnut Wilson
Mississippi
$272K
GBBWRPM
616
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$271K +$31K +1,637 +14%
AAM
617
Auxier Asset Management
Oregon
$270K
FMWA
618
Forvis Mazars Wealth Advisors
Missouri
$268K +$247K +13,025 New
CIAS
619
Capital Investment Advisory Services
North Carolina
$267K +$2.44K +129 +1%
Pacer Advisors
620
Pacer Advisors
Pennsylvania
$266K -$7.57M -399,328 -97%
PSUF
621
People's United Financial
Connecticut
$266K -$398K -20,990 -62%
GC
622
Gilbert & Cook
Iowa
$266K +$245K +12,949 New
O
623
Ossiam
France
$265K -$85.2K -4,497 -26%
FCI
624
Financial Counselors Inc
Kansas
$265K -$95 -5 -0%
BOTW
625
Bank of the West
California
$264K