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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
651
Cidel Asset Management
Ontario, Canada
$325K +$23.3K +252 +8%
GL
652
Graypoint LLC
New York
$321K -$22.4K -243 -7%
EI
653
Ellevest Inc
New York
$320K +$311K +3,369 New
CSIC
654
Clifford Swan Investment Counsel
California
$318K +$185 +2 +0.1%
ACM
655
Advisors Capital Management
New Jersey
$316K -$4.07K -44 -1%
CAG
656
Crestwood Advisors Group
Massachusetts
$312K -$20.5K -222 -6%
PWW
657
Pettyjohn Wood & White
Virginia
$312K -$6.47K -70 -2%
PFS
658
Prospera Financial Services
Texas
$310K -$157K -1,696 -34%
SAM
659
Shell Asset Management
Netherlands
$308K +$27.9K +302 +10%
TPCW
660
TD Private Client Wealth
New York
$307K +$51.8K +561 +21%
BCM
661
Becker Capital Management
Oregon
$304K
TCM
662
Teza Capital Management
Illinois
$300K
BS
663
Banco Santander
Spain
$299K -$6.55M -70,861 -96%
GWMR
664
GC Wealth Management RIA
Massachusetts
$298K +$290K +3,137 New
PAM
665
Panagora Asset Management
Massachusetts
$295K -$1.94K -21 -0.7%
NAS
666
Nicolet Advisory Services
Wisconsin
$293K -$46.7K -505 -14%
AA
667
Auxano Advisors
Washington
$292K -$6.19K -67 -2%
NLP
668
Next Level Private
New York
$291K +$1.11K +12 +0.4%
MFIM
669
Mesirow Financial Investment Management
Illinois
$290K +$28K +303 +11%
MAWA
670
Moss Adams Wealth Advisors
Washington
$290K -$924 -10 -0.3%
FPF
671
First Pacific Financial
Washington
$288K +$280K +3,032 New
CAWM
672
Capital Advisors Wealth Management
Washington
$288K +$647 +7 +0.2%
SCG
673
Sonata Capital Group
Washington
$288K
SAA
674
Southeast Asset Advisors
Georgia
$287K +$279K +3,024 New
FRM
675
Fox Run Management
Connecticut
$287K +$279K +3,018 New