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Name Holding Trade Value Shares
Change
Change in
Stake
T
326
TOBAM
France
$648K +$550K +16,270 New
GIBU
327
Gulf International Bank (UK)
United Kingdom
$643K – – –
BAM
328
Blueshift Asset Management
New Jersey
$635K -$1.94M -57,390 -78%
DBT
329
Dubuque Bank & Trust
Iowa
$624K – – –
BC
330
Brinker Capital
Pennsylvania
$611K +$165K +4,870 +46%
NL
331
NWAM LLC
Washington
$610K +$16.9K +500 +3%
LBD
332
Landsberg Bennett & Dubbaneh
Florida
$609K -$505K -14,930 -49%
VCA
333
Verdence Capital Advisors
Maryland
$606K +$9.13K +270 +2%
BIM
334
Baldwin Investment Management
Pennsylvania
$596K – – –
PP
335
Peconic Partners
New York
$596K – – –
WF
336
Welch & Forbes
Massachusetts
$596K – – –
CPIG
337
Chicago Partners Investment Group
Illinois
$585K +$438K +12,960 New
IC
338
Intersect Capital
California
$579K +$155K +4,570 +46%
GT
339
Glenmede Trust
Pennsylvania
$575K +$21K +620 +4%
KWM
340
Kingsview Wealth Management
Oregon
$566K +$16.9K +500 +4%
GAM
341
Gotham Asset Management
New York
$562K +$478K +14,140 New
NMC
342
Nine Masts Capital
Hong Kong
$561K -$2.7M -79,770 -85%
Brown Advisory
343
Brown Advisory
Maryland
$561K +$245K +7,240 +106%
CWS
344
Cypress Wealth Services
California
$551K +$2.37K +70 +0.5%
SG
345
StoneX Group
New York
$532K +$20K +590 +5%
CS
346
Candriam SCA
Luxembourg
$527K -$223K -6,590 -33%
GWMIA
347
Global Wealth Management Investment Advisory
Florida
$524K +$446K +13,180 New
SWM
348
SeaCrest Wealth Management
New York
$501K -$14.2K -420 -3%
BRWA
349
B. Riley Wealth Advisors
Florida
$490K -$50.7K -1,500 -11%
WP
350
WealthSource Partners
California
$489K +$7.1K +210 +2%