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Name Holding Trade Value Shares
Change
Change in
Stake
EH
701
Equitable Holdings
New York
$2.34M -$113K -1,187 -5%
LWAM
702
Legacy Wealth Asset Management
Minnesota
$2.32M +$8.68K +91 +0.4%
QCM
703
Quantinno Capital Management
New York
$2.3M +$595K +6,235 +39%
SCTC
704
Sanibel Captiva Trust Company
Florida
$2.29M +$2.1M +22,035 New
SW
705
SVB Wealth
Massachusetts
$2.29M +$74.1K +777 +4%
CWM
706
Calamos Wealth Management
Illinois
$2.28M +$51K +535 +3%
SSW
707
Stone Summit Wealth
Florida
$2.28M -$72.3K -758 -3%
NA
708
Nordwand Advisors
Pennsylvania
$2.28M +$11.9K +125 +0.6%
EAM
709
Erste Asset Management
Austria
$2.27M
RFA
710
ROI Financial Advisors
Oregon
$2.27M +$2.08M +21,834 New
BBHC
711
Brown Brothers Harriman & Co
New York
$2.25M -$96.1K -1,008 -4%
CAM
712
Cypress Asset Management
Texas
$2.23M -$62K -650 -3%
SWS
713
SYSTM Wealth Solutions
Illinois
$2.23M -$19.3K -202 -0.9%
SFA
714
Semmax Financial Advisors
North Carolina
$2.22M +$16.6K +174 +1%
TIA
715
Trust Investment Advisors
Indiana
$2.21M -$2.77K -29 -0.1%
BFS
716
Bradley Foster & Sargent
Connecticut
$2.21M -$72.1K -756 -3%
SIC
717
Schwartz Investment Counsel
Michigan
$2.21M
SFG
718
SevenBridge Financial Group
Pennsylvania
$2.2M +$269K +2,823 +15%
BTI
719
Blue Trust Inc
Georgia
$2.19M +$275K +2,881 +13%
IFO
720
Independent Family Office
New York
$2.18M
NAM
721
Nissay Asset Management
Japan
$2.17M +$211K +2,215 +12%
SIM
722
Sprucegrove Investment Management
Ontario, Canada
$2.14M +$677K +7,100 +53%
CM
723
Castleark Management
Illinois
$2.14M
FIM
724
Freedom Investment Management
Connecticut
$2.12M -$153K -1,602 -7%
DC
725
Dantai Capital
Hong Kong
$2.12M +$1.05M +10,980 +117%