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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
601
Buckingham Strategic Wealth
Missouri
$2.33M +$80.1K +647 +3%
WTC
602
WhitTier Trust Company
Nevada
$2.29M +$273K +2,200 +13%
CP
603
Covenant Partners
Tennessee
$2.28M -$236K -1,909 -9%
CIM
604
Confluence Investment Management
Missouri
$2.27M -$85.6K -691 -3%
CCA
605
Checchi Capital Advisers
California
$2.27M -$175K -1,413 -7%
BIM
606
Baldwin Investment Management
Pennsylvania
$2.26M -$32.7K -264 -1%
JIC
607
Johnson Investment Counsel
Ohio
$2.22M -$120K -968 -5%
CM
608
Castleark Management
Illinois
$2.13M -$557K -4,500 -20%
BPCE
609
Bank Pictet & Cie (Europe)
Germany
$2.1M +$10.4M +84,193 +474%
EGA
610
Eagle Global Advisors
Texas
$2.08M -$186K -1,500 -8%
AIM
611
Axiom Investment Management
New York
$2.08M +$2.01M +16,197 +1,143%
GAA
612
Green Alpha Advisors
Colorado
$2.08M +$8.55K +69 +0.4%
PCIG
613
Partners Capital Investment Group
Massachusetts
$2.06M +$2.16M +17,445 New
MCC
614
Malaga Cove Capital
California
$2.06M -$14.2K -115 -0.7%
CT
615
Coastline Trust
Rhode Island
$2.05M -$1.28M -10,365 -37%
CS
616
Comerica Securities
Michigan
$2.04M -$186K -1,500 -8%
SAM
617
Storebrand Asset Management
Norway
$2.03M -$2.12M -17,137 -50%
RCAG
618
Rehmann Capital Advisory Group
Michigan
$2.02M -$63K -509 -3%
SRAM
619
Spouting Rock Asset Management
Pennsylvania
$2.02M -$88.8K -717 -4%
LA
620
LVW Advisors
New York
$2M +$145K +1,169 +7%
QC
621
Quaero Capital
Switzerland
$1.99M -$1.24M -10,000 -37%
VWM
622
Venturi Wealth Management
Texas
$1.97M +$15.6K +126 +0.8%
TPCW
623
TD Private Client Wealth
New York
$1.95M -$572K -4,618 -22%
NIM
624
Needham Investment Management
New York
$1.95M – – –
BAM
625
Belpointe Asset Management
Nevada
$1.95M -$304K -2,451 -13%