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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
601
Armstrong Fleming & Moore
District of Columbia
$521K
FMAEN1
602
Fund Management at Engine No 1
California
$515K +$44.1K +203 +8%
WF
603
Welch & Forbes
Massachusetts
$514K -$4.56K -21 -0.8%
PSP
604
Principal Street Partners
Tennessee
$511K -$6.08K -28 -1%
HFS
605
Hantz Financial Services
Michigan
$508K +$8.69K +40 +2%
SCM
606
Stevens Capital Management
Pennsylvania
$506K +$558K +2,572 New
FI
607
Fosun International
China
$502K +$554K +2,550 New
MYAM
608
Meiji Yasuda Asset Management
Japan
$497K -$164K -756 -23%
LNWWM
609
Laird Norton Wetherby Wealth Management
California
$496K -$29.3K -135 -5%
Lido Advisors
610
Lido Advisors
California
$496K +$51.5K +237 +10%
AHC
611
Adell Harriman & Carpenter
Texas
$496K -$568K -2,615 -51%
DA
612
Duality Advisers
Florida
$491K +$542K +2,497 New
IWC
613
Integrated Wealth Concepts
Massachusetts
$486K +$9.12K +42 +2%
C1AG
614
Client 1st Advisory Group
Florida
$486K
HI
615
Horizon Investments
North Carolina
$484K -$217 -1 -0%
JRP
616
Jasper Ridge Partners
California
$484K
P
617
Pitcairn
Pennsylvania
$481K +$25.2K +116 +5%
MCA
618
Magnolia Capital Advisors
Mississippi
$481K -$6.95K -32 -1%
MWM
619
Meridian Wealth Management
Kentucky
$479K -$8.69K -40 -2%
PMG
620
ProVise Management Group
Florida
$478K +$163K +749 +45%
AP
621
AtonRa Partners
Switzerland
$472K -$96K -442 -16%
WPW
622
Waldron Private Wealth
Pennsylvania
$464K +$204K +939 +66%
BC
623
Bridgefront Capital
Texas
$462K +$510K +2,350 New
VCM
624
Virtue Capital Management
Tennessee
$459K
BPA
625
Beacon Pointe Advisors
California
$450K +$240K +1,107 +94%