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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
451
Dakota Wealth Management
Florida
$386K +$430K +4,000 New
UCB
452
United Community Bank
South Carolina
$380K +$3.77K +35 +0.9%
CCP
453
Corient Capital Partners
California
$378K +$26.9K +250 +7%
DWA
454
Douglass Winthrop Advisors
New York
$377K
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$371K -$66.5K -618 -14%
TF
456
Trek Financial
Arizona
$368K +$43.4K +403 +12%
CAM
457
Cresset Asset Management
Illinois
$367K -$16.2K -151 -4%
BOM
458
Bank of Marin
California
$364K
YC
459
Yarbrough Capital
Tennessee
$363K
Dodge & Cox
460
Dodge & Cox
California
$362K -$32.3K -300 -7%
GD
461
Grandfield & Dodd
New York
$360K
BP
462
Ballentine Partners
Massachusetts
$357K +$11.8K +110 +3%
KAS
463
Kestra Advisory Services
Texas
$355K +$8.28K +77 +2%
SP
464
Symmetry Partners
Connecticut
$354K
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$354K +$27K +251 +7%
Koshinski Asset Management
466
Koshinski Asset Management
Illinois
$347K +$169K +1,567 +77%
RG
467
Rathbones Group
United Kingdom
$347K
EI
468
Ethic Inc
New York
$346K -$148K -1,375 -28%
AUB
469
Atlantic Union Bankshares
Virginia
$346K +$3.98K +37 +1%
II
470
Inspire Investing
Idaho
$345K +$121K +1,128 +46%
GJIC
471
Gamble Jones Investment Counsel
California
$339K -$64.5K -600 -15%
CCFCSB
472
Cape Cod Five Cents Savings Bank
Massachusetts
$338K
EWA
473
Encompass Wealth Advisors
Oregon
$338K
FI
474
Fosun International
China
$338K +$32.3K +300 +9%
PCA
475
Personal Capital Advisors
California
$337K -$2.04K -19 -0.5%