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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Berkshire Asset Management
Pennsylvania
$2.39M -$25.9K -336 -1%
CCP
452
Corient Capital Partners
California
$2.39M +$561K +7,295 +32%
DWM
453
Dakota Wealth Management
Florida
$2.38M -$18.3K -238 -0.8%
CW
454
Connectus Wealth
Ohio
$2.37M +$2.32M +30,094 New
Daiwa Securities Group
455
Daiwa Securities Group
Japan
$2.36M +$89K +1,156 +4%
FFA
456
First Foundation Advisors
California
$2.36M +$235K +3,056 +11%
CC
457
Constitution Capital
Connecticut
$2.36M -$169K -2,200 -7%
SFS
458
Sowell Financial Services
Arkansas
$2.35M +$191K +2,488 +9%
TCOV
459
Trust Company of Vermont
Vermont
$2.31M +$46.6K +605 +2%
EI
460
Ethic Inc
New York
$2.29M -$35.7K -464 -2%
GHAM
461
Gilman Hill Asset Management
Connecticut
$2.29M -$1.23K -16 -0.1%
BPWM
462
Badgley Phelps Wealth Managers
Washington
$2.25M -$4.62K -60 -0.2%
DA
463
Dillon & Associates
Michigan
$2.25M -$21.6K -280 -1%
CIC
464
Carnegie Investment Counsel
Ohio
$2.21M +$153K +1,993 +8%
BF
465
BOK Financial
Oklahoma
$2.2M -$1.62M -21,095 -43%
RFA
466
Reilly Financial Advisors
California
$2.2M -$57.6K -748 -3%
WOC
467
West Oak Capital
California
$2.19M
GWCM
468
Godshalk Welsh Capital Management
Pennsylvania
$2.18M -$43.3K -562 -2%
PI
469
PineBridge Investments
New York
$2.18M +$2.13M +27,712 New
SPIA
470
Steward Partners Investment Advisory
New York
$2.16M -$122K -1,590 -5%
FHB
471
First Hawaiian Bank
Hawaii
$2.16M +$181K +2,354 +9%
Nordea Investment Management
472
Nordea Investment Management
Sweden
$2.15M
SIC
473
SFE Investment Counsel
California
$2.15M +$5.85K +76 +0.3%
LWCFA
474
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.15M -$10.5K -137 -0.5%
EDRH
475
Edmond de Rothschild Holding
Switzerland
$2.14M -$138K -1,793 -6%