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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
Loring Wolcott & Coolidge Fiduciary Advisors
576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$689K -$232K -847 -26%
Whittier Trust
577
Whittier Trust
California
$681K -$1.64K -6 -0.2%
Coldstream Capital Management
578
Coldstream Capital Management
Washington
$681K +$669K +2,446 New
AWP
579
Accretive Wealth Partners
New Jersey
$680K +$24.9K +91 +4%
Cozad Asset Management
580
Cozad Asset Management
Illinois
$674K -$115K -420 -15%
Raymond James Trust
581
Raymond James Trust
Florida
$670K +$13.1K +48 +2%
Cavalier Investments
582
Cavalier Investments
Georgia
$668K -$42.1K -154 -6%
Unigestion Holding
583
Unigestion Holding
Switzerland
$666K -$360K -1,317 -36%
Brown Brothers Harriman & Co
584
Brown Brothers Harriman & Co
New York
$665K -$39.2M -143,490 -98%
Carson Wealth (CWM LLC)
585
Carson Wealth (CWM LLC)
Nebraska
$664K +$821 +3 +0.1%
Sound View Wealth Advisors Group
586
Sound View Wealth Advisors Group
Georgia
$652K +$53.3K +195 +13%
Waldron Private Wealth
587
Waldron Private Wealth
Pennsylvania
$652K – – –
Bienville Capital Management
588
Bienville Capital Management
New York
$648K – – –
EWA
589
Encompass Wealth Advisors
Oregon
$627K – – –
Ameritas Investment Partners
590
Ameritas Investment Partners
Nebraska
$622K – – –
DEA
591
DoubleLine ETF Adviser
Florida
$620K +$609K +2,226 New
PFG Advisors
592
PFG Advisors
Arizona
$615K -$35.6K -130 -6%
MAI Capital Management
593
MAI Capital Management
Ohio
$615K -$22.4K -82 -4%
Bartlett & Co
594
Bartlett & Co
Ohio
$613K -$111K -405 -16%
Bartlett & Co Wealth Management
595
Bartlett & Co Wealth Management
Ohio
$613K -$111K -405 -16%
Personal CFO Solutions
596
Personal CFO Solutions
New Jersey
$612K +$129K +472 +27%
Cresset Asset Management
597
Cresset Asset Management
Illinois
$611K -$184K -672 -22%
PIMG
598
Patriot Investment Management Group
Tennessee
$604K – – –
Siemens Fonds Invest
599
Siemens Fonds Invest
Germany
$600K -$56.9K -208 -9%
Johnson Investment Counsel
600
Johnson Investment Counsel
Ohio
$578K – – –