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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
751
Federated Hermes
Pennsylvania
$218K -$41.6K -554 -16%
JCM
752
Jacobi Capital Management
Pennsylvania
$218K -$74.1K -986 -25%
RSWM
753
Robertson Stephens Wealth Management
California
$218K -$7.81K -104 -3%
SCM
754
SOL Capital Management
Maryland
$217K
Fisher Asset Management
755
Fisher Asset Management
Washington
$216K +$10.1K +134 +5%
PP
756
PDS Planning
Ohio
$215K +$222K +2,956 New
BP
757
Ballentine Partners
Massachusetts
$214K -$27.8K -370 -11%
CWP
758
Core Wealth Partners
California
$213K
PPWM
759
PFG Private Wealth Management
Florida
$213K -$12.5K -166 -5%
BFA
760
Beaumont Financial Advisors
Massachusetts
$212K +$3.46K +46 +2%
EWA
761
EverSource Wealth Advisors
Alabama
$211K -$22.8K -304 -9%
PI
762
PineBridge Investments
New York
$211K -$7.24M -96,372 -97%
HCM
763
Howland Capital Management
Massachusetts
$210K -$1.8K -24 -0.8%
PSP
764
Pacific Sage Partners
Washington
$208K
EWM
765
Evercore Wealth Management
New York
$208K
BCM
766
Brookstone Capital Management
Illinois
$208K -$18.6K -248 -8%
C
767
Certuity
Florida
$208K +$901 +12 +0.4%
HFP
768
Holistic Financial Partners
Indiana
$206K +$9.61K +128 +5%
GCM
769
Gallacher Capital Management
Colorado
$204K
FA
770
FC Advisory
Pennsylvania
$203K +$1.5K +20 +0.7%
P
771
Pitcairn
Pennsylvania
$203K -$7.81K -104 -4%
RRCM
772
Rappaport Reiches Capital Management
Illinois
$202K
KC
773
Kepos Capital
New York
$202K +$208K +2,776 New
WA
774
WealthTrust Axiom
Pennsylvania
$201K
OCBCO
775
Oversea-Chinese Banking Corp (OCBC)
Singapore
$200K -$37.4K -498 -15%