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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1301
Ferris Capital
Massachusetts
$2.35M – – –
DWT
1302
Dorsey & Whitney Trust
South Dakota
$2.34M +$270K +780 +14%
Williams Jones Wealth Management
1303
Williams Jones Wealth Management
New York
$2.34M -$167K -484 -7%
Penserra Capital Management
1304
Penserra Capital Management
California
$2.31M +$157K +455 +8%
CT
1305
Chicago Trust
Illinois
$2.31M +$515K +1,490 +30%
SAM
1306
Sabadell Asset Management
Spain
$2.31M +$228K +660 +12%
Alpha Cubed Investments
1307
Alpha Cubed Investments
California
$2.31M +$511K +1,478 +30%
Evergreen Capital Management
1308
Evergreen Capital Management
Washington
$2.3M +$283K +819 +15%
TRIA
1309
Trail Ridge Investment Advisors
Colorado
$2.3M +$2.21M +6,395 New
TW
1310
Transform Wealth
Colorado
$2.3M -$191K -552 -8%
NB
1311
Nicolet Bankshares
Wisconsin
$2.29M +$123K +355 +6%
GP
1312
Girard Partners
Pennsylvania
$2.29M +$3.8K +11 +0.2%
ADL
1313
Asset Dedication LLC
California
$2.28M +$122K +352 +6%
AGAM
1314
Audent Global Asset Management
California
$2.28M +$2.2M +6,353 New
Great Lakes Advisors
1315
Great Lakes Advisors
Illinois
$2.28M -$32.5K -94 -1%
Exchange Traded Concepts
1316
Exchange Traded Concepts
Oklahoma
$2.27M +$454K +1,312 +26%
MA
1317
Modus Advisors
Minnesota
$2.27M -$30.8K -89 -1%
EFS
1318
Essex Financial Services
Connecticut
$2.26M -$220K -635 -9%
MC
1319
Martin & Co
Tennessee
$2.26M -$34.9K -101 -2%
Tiedemann Advisors
1320
Tiedemann Advisors
New York
$2.26M – – –
Boston Trust Walden
1321
Boston Trust Walden
Massachusetts
$2.26M – – –
Abeille Asset Management
1322
Abeille Asset Management
France
$2.25M +$2.17M +6,265 New
Summit Trail Advisors
1323
Summit Trail Advisors
New York
$2.24M +$1.08M +3,128 +100%
SVCF
1324
Silicon Valley Community Foundation
California
$2.24M +$2.16M +6,239 New
Miracle Mile Advisors
1325
Miracle Mile Advisors
California
$2.24M +$74K +214 +4%