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Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
376
Fort Point Capital Partners
California
$233K +$238K +4,445 New
WAM
377
Wakefield Asset Management
Colorado
$232K +$237K +4,413 New
TAM
378
Tiverton Asset Management
Delaware
$231K -$357K -6,663 -60%
SPIA
379
Steward Partners Investment Advisory
New York
$231K -$27.7K -517 -11%
CI
380
Conning Inc
Connecticut
$229K -$8.53K -159 -4%
PWM
381
Perigon Wealth Management
California
$229K +$232K +4,320 New
WF
382
Welch & Forbes
Massachusetts
$228K – – –
BSB
383
Bangor Savings Bank
Maine
$228K +$233K +4,349 New
Janney Montgomery Scott
384
Janney Montgomery Scott
Pennsylvania
$224K +$5.9K +110 +3%
V
385
Veritable
Delaware
$219K -$41.7K -778 -16%
LNWWM
386
Laird Norton Wetherby Wealth Management
California
$213K -$21.5K -400 -9%
MAFM
387
Mid Atlantic Financial Management
Pennsylvania
$204K +$209K +3,889 New
ALAM
388
Asahi Life Asset Management
Japan
$202K +$207K +3,850 New
BBHC
389
Brown Brothers Harriman & Co
New York
$201K -$11.8K -220 -5%
NIT
390
NumerixS Investment Technologies
British Columbia, Canada
$194K -$139K -2,600 -41%
AI
391
ArchPoint Investors
Florida
$190K +$194K +3,610 New
Federated Hermes
392
Federated Hermes
Pennsylvania
$181K -$22.5M -418,748 -99%
S
393
Seeyond
France
$170K – – –
TIS
394
Tortoise Index Solutions
Kansas
$145K +$55.8K +1,041 +60%
HWA
395
Heritage Wealth Advisors
Virginia
$143K +$146K +2,730 New
ZIG
396
Zurich Insurance Group
Switzerland
$136K +$4.61K +86 +3%
PCM
397
Penserra Capital Management
California
$134K +$138K +2,574 New
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$122K -$18.5K -344 -13%
GWM
399
Geneos Wealth Management
Colorado
$116K – – –
HNB
400
Huntington National Bank
Ohio
$115K -$17.5K -326 -13%