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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
376
Tiverton Asset Management
Delaware
$231K -$357K -6,663 -60%
SPIA
377
Steward Partners Investment Advisory
New York
$231K -$27.7K -517 -11%
CI
378
Conning Inc
Connecticut
$229K -$8.53K -159 -4%
PWM
379
Perigon Wealth Management
California
$229K +$232K +4,320 New
WF
380
Welch & Forbes
Massachusetts
$228K
BSB
381
Bangor Savings Bank
Maine
$228K +$233K +4,349 New
Janney Montgomery Scott
382
Janney Montgomery Scott
Pennsylvania
$224K +$5.9K +110 +3%
V
383
Veritable
Delaware
$219K -$41.7K -778 -16%
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$213K -$21.5K -400 -9%
MAFM
385
Mid Atlantic Financial Management
Pennsylvania
$204K +$209K +3,889 New
ALAM
386
Asahi Life Asset Management
Japan
$202K +$207K +3,850 New
BBHC
387
Brown Brothers Harriman & Co
New York
$201K -$11.8K -220 -5%
NIT
388
NumerixS Investment Technologies
British Columbia, Canada
$194K -$139K -2,600 -41%
AI
389
ArchPoint Investors
Florida
$190K +$194K +3,610 New
Federated Hermes
390
Federated Hermes
Pennsylvania
$181K -$22.5M -418,748 -99%
S
391
Seeyond
France
$170K
TIS
392
Tortoise Index Solutions
Kansas
$145K +$55.8K +1,041 +60%
HWA
393
Heritage Wealth Advisors
Virginia
$143K +$146K +2,730 New
ZIG
394
Zurich Insurance Group
Switzerland
$136K +$4.61K +86 +3%
PCM
395
Penserra Capital Management
California
$134K +$138K +2,574 New
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$122K -$18.5K -344 -13%
GWM
397
Geneos Wealth Management
Colorado
$116K
HNB
398
Huntington National Bank
Ohio
$115K -$17.5K -326 -13%
LTFS
399
Ladenburg Thalmann Financial Services
Florida
$114K -$13.7K -255 -10%
CFA
400
Carroll Financial Associates
North Carolina
$113K