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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
626
Gryphon Financial Partners
Ohio
$451K +$476K +2,657 New
LOAME
627
Lombard Odier Asset Management (Europe)
United Kingdom
$446K
CCA
628
Checchi Capital Advisers
California
$439K -$43.9K -245 -9%
IIC
629
Ironwood Investment Counsel
Arizona
$437K
CG
630
Colony Group
Massachusetts
$435K
ACI
631
Alpha Cubed Investments
California
$433K -$2.87K -16 -0.6%
CG
632
Cutler Group
California
$432K -$770K -4,298 -63%
TFA
633
Transamerica Financial Advisors
Florida
$430K -$831K -4,640 -65%
BAM
634
Belpointe Asset Management
Nevada
$429K -$266K -1,483 -37%
Federated Hermes
635
Federated Hermes
Pennsylvania
$424K -$240K -1,340 -35%
RA
636
Rational Advisors
New York
$423K -$947K -5,286 -68%
PI
637
Putnam Investments
Massachusetts
$417K -$133K -741 -23%
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$415K -$11.1K -62 -2%
RIM
639
Rampart Investment Management
Connecticut
$411K -$497K -2,776 -53%
CI
640
Cavalier Investments
Georgia
$408K
DIM
641
DC Investments Management
Virginia
$408K +$430K +2,398 New
PCM
642
Penserra Capital Management
California
$403K -$256K -1,428 -38%
FWM
643
Frontier Wealth Management
Missouri
$403K +$147K +819 +53%
VWM
644
Venturi Wealth Management
Texas
$396K +$432K +2,411 New
GT
645
Greenleaf Trust
Michigan
$393K +$358 +2 +0.1%
LS
646
Livforsakringsbolaget Skandia
Sweden
$385K
PV
647
Private Vista
Illinois
$384K
ISL
648
Ingalls & Snyder LLC
New York
$382K -$44.8K -250 -10%
GW
649
GW & Wade
Massachusetts
$376K -$1.79K -10 -0.5%
TAM
650
Trillium Asset Management
Massachusetts
$374K