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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$249K +$6.13K +42 +2%
FDCC
577
Foster Dykema Cabot & Co
Massachusetts
$248K -$148K -1,015 -37%
CC
578
ClearArc Capital
Ohio
$246K +$146 +1 +0.1%
WT
579
Whittier Trust
California
$246K +$147K +1,009 +145%
IFWM
580
Institute for Wealth Management
Colorado
$244K
AAM
581
Auxier Asset Management
Oregon
$243K
IAA
582
Independent Advisor Alliance
North Carolina
$243K
CCG
583
Chatham Capital Group
Georgia
$241K
ACM
584
Adalta Capital Management
New York
$232K -$17.1K -117 -7%
Federated Hermes
585
Federated Hermes
Pennsylvania
$232K +$1.6K +11 +0.7%
CFA
586
Carroll Financial Associates
North Carolina
$229K
CIC
587
Carnegie Investment Counsel
Ohio
$227K
Fuller & Thaler Asset Management
588
Fuller & Thaler Asset Management
California
$227K
LS
589
Livforsakringsbolaget Skandia
Sweden
$227K
GA
590
GFS Advisors
Texas
$223K +$226K +1,548 New
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$218K
HC
592
Hourglass Capital
Texas
$218K
PFS
593
Physicians Financial Services
North Carolina
$218K
MPWT
594
MassMutual Private Wealth & Trust
Connecticut
$217K +$2.92K +20 +1%
MIA
595
MainStreet Investment Advisors
Illinois
$216K +$2.92K +20 +1%
SMFS
596
Squar Milner Financial Services
California
$215K +$8.61K +59 +5%
IAM
597
Integre Asset Management
New York
$214K
PB
598
Pinnacle Bancorp
Nebraska
$214K
HSA
599
HBK Sorce Advisory
Pennsylvania
$213K +$2.92K +20 +1%
KPW
600
Kore Private Wealth
New York
$209K