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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
551
Capital Asset Advisory Services
Michigan
$322K -$17.6K -279 -5%
CI
552
Corient IA
Florida
$322K
PWM
553
Partnership Wealth Management
Maryland
$322K
CGL
554
Clarius Group LLC
Washington
$321K -$32.2K -511 -9%
SC
555
Savant Capital
Illinois
$319K +$50.1K +796 +19%
GWCM
556
Godshalk Welsh Capital Management
Pennsylvania
$315K -$18.9K -300 -6%
AIA
557
Affinity Investment Advisors
California
$314K +$307K +4,872 New
VCA
558
Verdence Capital Advisors
Maryland
$312K -$3.97K -63 -1%
LNWWM
559
Laird Norton Wetherby Wealth Management
California
$311K +$305K +4,836 New
DWT
560
Dorsey & Whitney Trust
South Dakota
$307K +$18.3K +290 +6%
EWS
561
Evergreen Wealth Solutions
Pennsylvania
$307K -$231K -3,669 -44%
MSA
562
MUFG Securities Americas
New York
$301K +$58.1K +923 +25%
KeyBank National Association
563
KeyBank National Association
Ohio
$300K -$20.5K -326 -7%
VI
564
Vestcor Inc
New Brunswick, Canada
$300K -$1.64K -26 -0.6%
FSA
565
Franklin Street Advisors
North Carolina
$300K
CWP
566
Concord Wealth Partners
Virginia
$300K -$24.3K -386 -8%
CAMV
567
Concord Asset Management (Virginia)
Virginia
$300K +$293K +4,654 New
OAM
568
Ostrum Asset Management
France
$297K -$46.7K -742 -14%
CIEC
569
Crédit Industriel et Commercial
France
$296K +$81.2K +1,289 +39%
JSA
570
Jacobson & Schmitt Advisors
Wisconsin
$296K +$290K +4,600 New
EBT
571
Enterprise Bank & Trust
Massachusetts
$295K -$102K -1,624 -26%
BS
572
Banco Santander
Spain
$293K
FB
573
Fulton Bank
Pennsylvania
$291K -$66.3K -1,053 -19%
A
574
Allianz
Germany
$289K +$283K +4,488 New
OL
575
Optas LLC
Texas
$283K +$277K +4,403 New