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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
376
Concord Wealth Partners
Virginia
$57K +$11.1K +198 +23%
GI
377
Gradient Investments
Minnesota
$55K
FMT
378
First Mercantile Trust
Tennessee
$52K -$5.93K -106 -10%
CT
379
Caldwell Trust
Florida
$49.2K
BAM
380
Barrett Asset Management
New York
$49K
Lazard Asset Management
381
Lazard Asset Management
New York
$49K
DAM
382
Delta Asset Management
Tennessee
$47K
GWM
383
Geneos Wealth Management
Colorado
$46K -$17.9K -319 -27%
FF
384
FourThought Financial
Florida
$45K
SAM
385
Shell Asset Management
Netherlands
$42K -$29.8K -532 -41%
CYG
386
Clean Yield Group
Vermont
$42K +$42.7K +763 New
Loomis, Sayles & Company
387
Loomis, Sayles & Company
Massachusetts
$36K -$7.17K -128 -16%
EBA
388
Eagle Bay Advisors
New York
$36K +$36.1K +644 New
SPIA
389
Steward Partners Investment Advisory
New York
$35K -$5.6K -100 -13%
TFO
390
Tarbox Family Office
California
$32K
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.5K
FHC
392
First Horizon Corporation
Tennessee
$30K
TPCW
393
TD Private Client Wealth
New York
$29.7K +$560 +10 +2%
LB
394
Legacy Bridge
Iowa
$29K
APA
395
American Portfolios Advisors
New York
$28.4K +$1.01K +18 +4%
FHA
396
First Horizon Advisors
Tennessee
$28K -$336 -6 -1%
CI
397
CX Institutional
Indiana
$27K +$3.08K +55 +13%
TIM
398
Tortoise Investment Management
New York
$26K
NSIM
399
North Star Investment Management
Illinois
$25K
Skandinaviska Enskilda Banken (SEB)
400
Skandinaviska Enskilda Banken (SEB)
Sweden
$24K +$18.5K +331 +331%