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Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
651
Moloney Securities Asset Management
Missouri
$323K -$6.14K -30 -2%
TCA
652
Transcend Capital Advisors
New Jersey
$323K +$111K +542 +42%
CMBA
653
C.M. Bidwell & Associates
Hawaii
$320K +$251K +1,224 +206%
CWM
654
Chesapeake Wealth Management
Virginia
$318K -$2.46K -12 -0.7%
EWM
655
Evercore Wealth Management
New York
$317K -$77.4K -378 -17%
Fisher Asset Management
656
Fisher Asset Management
Washington
$314K -$265K -1,293 -42%
PTC
657
Private Trust Company
Ohio
$310K -$10.4K -51 -3%
TA
658
Trellis Advisors
Washington
$306K -$1.23K -6 -0.3%
CW
659
CreativeOne Wealth
Kansas
$306K +$117K +571 +49%
SBH
660
Segall Bryant & Hamill
Illinois
$305K
CAM
661
Cozad Asset Management
Illinois
$304K
PP
662
Paloma Partners
Connecticut
$300K +$349K +1,704 New
MGP
663
Metis Global Partners
California
$299K +$3.28K +16 +0.9%
LNWWM
664
Laird Norton Wetherby Wealth Management
California
$294K -$5.73K -28 -2%
NWM
665
Northcape Wealth Management
New York
$293K
PA
666
Profund Advisors
Maryland
$291K -$30.3K -148 -8%
MAM
667
Meeder Asset Management
Ohio
$290K -$26.2K -128 -7%
MA
668
MUFG Americas
New York
$285K
AA
669
ALPS Advisors
Colorado
$285K +$26.6K +130 +9%
RMC
670
Resources Management Corp
Connecticut
$284K
WT
671
Whittier Trust
California
$282K -$36.6K -179 -10%
CWM
672
CIBC World Markets
New York
$281K -$1.22M -5,935 -79%
HSA
673
HBK Sorce Advisory
Pennsylvania
$281K +$327K +1,597 New
IFWM
674
Institute for Wealth Management
Colorado
$280K
KFSC
675
Keystone Financial Services (Colorado)
Colorado
$280K +$8.39K +41 +3%