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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
EB
626
Eastern Bank
Massachusetts
$567K
KCM
627
Kanawha Capital Management
Virginia
$558K
IIC
628
Ironwood Investment Counsel
Arizona
$550K
WF
629
WealthTrust Fairport
Ohio
$546K
IA
630
IFP Advisors
Florida
$546K +$60.8K +308 +13%
NO
631
Ninety One
South Africa
$544K
CRC
632
Curi RMB Capital
Illinois
$538K +$988 +5 +0.2%
LOAME
633
Lombard Odier Asset Management (Europe)
United Kingdom
$535K
WIA
634
Wealthstreet Investment Advisors
Texas
$530K
RIM
635
Rampart Investment Management
Connecticut
$529K -$827K -4,188 -62%
TAM
636
Trillium Asset Management
Massachusetts
$529K +$513K +2,596 New
CA
637
Cynosure Advisors
Utah
$528K
NHC
638
Nicholas Hoffman & Company
Georgia
$523K +$182K +919 +56%
CG
639
Colony Group
Massachusetts
$522K
HW
640
Hancock Whitney
Mississippi
$521K -$67.8K -343 -12%
ACI
641
Alpha Cubed Investments
California
$520K -$19.8K -100 -4%
SGA
642
Strategic Global Advisors
California
$519K
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$511K +$404K +2,043 +442%
ISL
644
Ingalls & Snyder LLC
New York
$510K -$24.7K -125 -5%
WA
645
WESPAC Advisors
California
$506K -$254K -1,284 -34%
CAM
646
Close Asset Management
United Kingdom
$504K
CI
647
Cavalier Investments
Georgia
$489K
GT
648
Greenleaf Trust
Michigan
$483K +$134K +680 +40%
MCM
649
McKinley Capital Management
Alaska
$481K -$31.8K -161 -6%
ATC
650
Argent Trust Co
Tennessee
$478K +$82.6K +418 +22%