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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
601
Evergreen Capital Management
Washington
$366K +$92.5K +333 +33%
ATC
602
Argent Trust Co
Tennessee
$363K -$53K -191 -13%
IAN
603
Integrated Advisors Network
Texas
$363K +$369K +1,330 New
TNA
604
True North Advisors
Texas
$362K +$368K +1,327 New
EN1L
605
Engine No 1 LLC
California
$357K +$80.2K +289 +28%
MPM
606
MBB Public Markets
Illinois
$356K +$361K +1,302 New
CAM
607
Cozad Asset Management
Illinois
$355K
GAM
608
Gemmer Asset Management
California
$353K
TPM
609
Triasima Portfolio Management
Quebec, Canada
$352K
CIBC Private Wealth Group
610
CIBC Private Wealth Group
Georgia
$352K +$4.72K +17 +1%
EWM
611
Empirical Wealth Management
Washington
$344K -$63.9K -230 -15%
AL
612
Aspiriant LLC
California
$344K +$1.67K +6 +0.5%
MTC
613
McDaniel Terry & Co
Texas
$344K +$97.2K +350 +38%
MYLI
614
Meiji Yasuda Life Insurance
Japan
$342K -$46.6K -168 -12%
TA
615
TKG Advisors
Indiana
$338K +$344K +1,238 New
DU
616
Delphia (USA)
Ontario, Canada
$338K +$344K +1,239 New
NFC
617
Northeast Financial Consultants
Connecticut
$334K
KCM
618
KRS Capital Management
Michigan
$330K +$336K +1,210 New
DAS
619
Dynamic Advisor Solutions
Arizona
$329K +$833 +3 +0.2%
UB
620
UMB Bank
Missouri
$329K +$334K +1,203 New
VWM
621
Vigilare Wealth Management
Arizona
$328K +$27.8K +100 +9%
SWM
622
Sendero Wealth Management
Texas
$324K +$329K +1,185 New
GPA
623
Guerra Pan Advisors
New Jersey
$320K +$325K +1,172 New
GA
624
GraniteShares Advisors
New York
$319K +$325K +1,171 New
MWM
625
Mission Wealth Management
California
$317K +$2.22K +8 +0.7%