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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
751
Voya Financial Advisors
Connecticut
$3.3M +$44K +222 +1%
ZB
752
Zions Bancorporation
Utah
$3.3M +$3.56M +17,979 New
AL
753
Aspiriant LLC
California
$3.29M +$2.55M +12,849 +252%
PWP
754
Private Wealth Partners
California
$3.27M +$202K +1,021 +6%
BIC
755
Beach Investment Counsel
Pennsylvania
$3.27M
CCM
756
Compton Capital Management
Rhode Island
$3.26M +$79.5K +401 +2%
IIC
757
Ironwood Investment Counsel
Arizona
$3.26M -$218K -1,099 -6%
GIP
758
Granite Investment Partners
California
$3.26M
WA
759
Wealth Architects
California
$3.25M -$200K -1,007 -5%
OA
760
Oxbow Advisors
Texas
$3.23M -$46.2K -233 -1%
Mirae Asset Global Investments
761
Mirae Asset Global Investments
South Korea
$3.22M +$804K +4,056 +30%
LNWWM
762
Laird Norton Wetherby Wealth Management
California
$3.21M -$4.16K -21 -0.1%
PG
763
Patten Group
Tennessee
$3.21M -$118K -595 -3%
BB
764
Busey Bank
Illinois
$3.2M -$16.8K -85 -0.5%
GIM
765
Guardian Investment Management
California
$3.2M -$261K -1,316 -7%
MA
766
Montag & Associates
Georgia
$3.2M +$257K +1,298 +8%
PWM
767
Perigon Wealth Management
California
$3.19M +$2.97K +15 +0.1%
MWM
768
Modera Wealth Management
New Jersey
$3.18M +$9.12K +46 +0.3%
Federated Hermes
769
Federated Hermes
Pennsylvania
$3.17M +$645K +3,255 +23%
OWD
770
Osborn Williams & Donohoe
Ohio
$3.17M +$52.1K +263 +2%
MCWS
771
McKinley Carter Wealth Services
West Virginia
$3.16M +$168K +848 +5%
LA
772
Lynch & Associates
Indiana
$3.16M +$16.4K +83 +0.5%
BFEC
773
Benjamin F. Edwards & Company
Missouri
$3.15M -$180K -907 -5%
VWM
774
Venturi Wealth Management
Texas
$3.15M -$697K -3,518 -17%
SRC
775
Stone Run Capital
New York
$3.15M -$237K -1,196 -7%