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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
451
Gotham Asset Management
New York
$860K -$108K -1,453 -11%
KWM
452
Kingsview Wealth Management
Oregon
$857K +$177K +2,374 +27%
MYLI
453
Meiji Yasuda Life Insurance
Japan
$856K +$406K +5,454 +89%
WWM
454
WT Wealth Management
Arizona
$852K +$20K +269 +2%
BPB
455
Badgley, Phelps & Bell
Washington
$851K +$855K +11,494 New
FHB
456
First Hawaiian Bank
Hawaii
$847K +$851K +11,445 New
CCM
457
Conway Capital Management
California
$845K +$147K +1,975 +21%
William Blair & Company
458
William Blair & Company
Illinois
$839K -$71.1K -956 -8%
FHA
459
Flagship Harbor Advisors
Massachusetts
$830K +$210K +2,828 +34%
M&T Bank
460
M&T Bank
New York
$824K -$164K -2,200 -17%
MML Investors Services
461
MML Investors Services
Massachusetts
$815K +$321K +4,314 +64%
MA
462
Mutual Advisors
Nebraska
$814K +$817K +10,990 New
HI
463
HBK Investments
Texas
$810K +$813K +10,937 New
SIA
464
Sit Investment Associates
Minnesota
$801K +$804K +10,815 New
RHBC
465
R.H. Bluestein & Co
Michigan
$796K +$55.8K +750 +8%
MYIA
466
Mount Yale Investment Advisors
Colorado
$786K -$264K -3,554 -25%
BL
467
BFSG LLC
California
$781K +$785K +10,550 New
EWM
468
Evercore Wealth Management
New York
$773K +$777K +10,448 New
Bank Julius Baer & Co
469
Bank Julius Baer & Co
Switzerland
$757K -$113K -1,517 -13%
JAWM
470
J. Arnold Wealth Management
Ohio
$753K -$242K -3,250 -24%
RJT
471
Raymond James Trust
Florida
$750K +$754K +10,140 New
PA
472
Pinnacle Associates
New York
$748K +$751K +10,100 New
FMW
473
Farr Miller & Washington
District of Columbia
$740K
LA
474
Legacy Advisors
Pennsylvania
$738K
TCM
475
Tufton Capital Management
Maryland
$732K