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Name Holding Trade Value Shares
Change
Change in
Stake
LA
551
LVW Advisors
New York
$641K +$202K +3,701 +38%
NA
552
Navellier & Associates
Nevada
$636K -$106K -1,937 -13%
AIM
553
Artemis Investment Management
United Kingdom
$631K -$65.1K -1,190 -8%
HAM
554
Hammer Asset Management
California
$626K -$2.04M -37,235 -74%
BOTW
555
Bank of the West
California
$622K – – –
DIA
556
Dana Investment Advisors
Wisconsin
$619K – – –
FA
557
Faithward Advisors
Pennsylvania
$611K +$396K +7,247 +131%
OFS
558
OneAscent Financial Services
Alabama
$610K +$9.35K +171 +1%
SS
559
Simplicity Solutions
Minnesota
$610K +$154K +2,822 +28%
P
560
Pitcairn
Pennsylvania
$604K -$146K -2,676 -17%
PCG
561
Private Capital Group
Connecticut
$601K +$146K +2,670 +27%
BP
562
Ballentine Partners
Massachusetts
$597K +$37.1K +679 +6%
BCA
563
Bray Capital Advisors
Florida
$594K – – –
SW
564
SVB Wealth
Massachusetts
$592K +$239K +4,371 +54%
CCM
565
Coldstream Capital Management
Washington
$589K -$21.3K -390 -3%
PR
566
Payden & Rygel
California
$583K +$667K +12,200 New
BAM
567
Blueshift Asset Management
New Jersey
$578K -$1.64M -30,010 -71%
BDWM
568
Brewin Dolphin Wealth Management
Ireland
$567K – – –
CFM
569
Coronation Fund Managers
South Africa
$559K -$56.1M -1,025,187 -99%
EFS
570
Essex Financial Services
Connecticut
$558K +$50.3K +920 +9%
IA
571
IFP Advisors
Florida
$548K -$32.9K -602 -5%
EI
572
Ethic Inc
New York
$536K +$41.9K +766 +7%
VC
573
Veracity Capital
Georgia
$534K +$35.9K +656 +6%
SFA
574
Sequoia Financial Advisors
Ohio
$517K -$9.57K -175 -2%
RMCM
575
Reynders McVeigh Capital Management
Massachusetts
$516K -$54.7K -1,000 -8%