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Name Holding Trade Value Shares
Change
Change in
Stake
WT
701
Whittier Trust
California
$874K +$46.2K +319 +6%
DAM
702
Doheny Asset Management
California
$870K +$95K +656 +12%
1WA
703
180 Wealth Advisors
Washington
$869K +$183K +1,266 +27%
PSC
704
Portman Square Capital
United Kingdom
$864K +$163K +1,125 +23%
AIP
705
ARS Investment Partners
New York
$862K +$10.3K +71 +1%
BPA
706
Beacon Pointe Advisors
California
$851K -$4.93K -34 -0.6%
FT
707
Fiduciary Trust
Massachusetts
$838K -$12.9K -89 -2%
SCM
708
Stevens Capital Management
Pennsylvania
$834K +$834K +5,757 New
WPC
709
Wedmont Private Capital
Pennsylvania
$828K +$139K +960 +21%
MFS
710
Mirabella Financial Services
United Kingdom
$820K +$561K +3,872 +216%
HCM
711
HMS Capital Management
Tennessee
$820K -$104K -721 -11%
EMG
712
ETF Managers Group
New Jersey
$814K +$12K +83 +1%
DGAM
713
Desjardins Global Asset Management
Quebec, Canada
$812K +$459K +3,166 +130%
MYLI
714
Meiji Yasuda Life Insurance
Japan
$807K -$221K -1,525 -21%
FFM
715
Forum Financial Management
Illinois
$803K +$290 +2 +0%
GWM
716
GDS Wealth Management
Texas
$799K
AF
717
Allworth Financial
California
$792K +$28.7K +198 +4%
CNAM
718
Campbell Newman Asset Management
Wisconsin
$784K +$255K +1,758 +48%
CNBTD
719
Citizens National Bank Trust Department
Mississippi
$779K -$7.24K -50 -0.9%
CI
720
CX Institutional
Indiana
$779K +$202K +1,397 +36%
HI
721
Horizon Investments
North Carolina
$766K +$195K +1,344 +34%
BBHC
722
Brown Brothers Harriman & Co
New York
$763K -$165K -1,141 -18%
SFS
723
Sowell Financial Services
Arkansas
$761K +$761K +5,251 New
IFU
724
iSAM Funds (UK)
United Kingdom
$760K +$432K +2,981 +132%
FCH
725
Freestone Capital Holdings
Washington
$758K +$142K +982 +23%