Name Holding Trade Value Shares
Change
Change in
Stake
DWA
601
Douglass Winthrop Advisors
New York
$445K +$94.5K +356 +25%
TE
602
Tema ETFs
New York
$440K -$1.06K -4 -0.2%
Fisher Asset Management
603
Fisher Asset Management
Washington
$440K +$6.37K +24 +1%
CPCPP
604
Canada Post Corporation Pension Plan
Canada
$440K +$117K +440 +34%
CG
605
Cynosure Group
Utah
$438K +$464K +1,747 New
WMG
606
WESCAP Management Group
California
$435K -$61.1K -230 -12%
NFG
607
Nations Financial Group
Iowa
$434K +$459K +1,729 New
CRC
608
Curi RMB Capital
Illinois
$433K +$20.7K +78 +5%
WIA
609
World Investment Advisors
California
$433K +$86.3K +325 +23%
VA
610
VestGen Advisors
Illinois
$432K -$167K -629 -27%
BMCM
611
Bryn Mawr Capital Management
Pennsylvania
$425K -$101K -380 -18%
CBA
612
Coastal Bridge Advisors
Connecticut
$424K +$8.76K +33 +2%
TPCW
613
TD Private Client Wealth
New York
$423K -$155K -584 -26%
FNFDCM
614
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$423K -$18.6K -70 -4%
IAN
615
Integrated Advisors Network
Texas
$414K +$438K +1,649 New
SSWM
616
Sheets Smith Wealth Management
North Carolina
$412K +$1.33K +5 +0.3%
AU
617
AlphaGrep UK
$411K +$435K +1,637 New
HH
618
Hilltop Holdings
Texas
$409K +$10.9K +41 +3%
KeyBank National Association
619
KeyBank National Association
Ohio
$407K +$9.3K +35 +2%
VI
620
Vestcor Inc
New Brunswick, Canada
$407K – – –
SCA
621
Snowden Capital Advisors
New York
$405K -$36.1K -136 -8%
CT
622
Colonial Trust
South Carolina
$405K -$2.92K -11 -0.7%
ERIC
623
Eagle Rock Investment Company
Georgia
$398K – – –
QEI
624
QSV Equity Investors
Illinois
$396K -$18.1K -68 -4%
GWCM
625
Godshalk Welsh Capital Management
Pennsylvania
$394K – – –