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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
601
Sheets Smith Wealth Management
North Carolina
$374K – – –
CGH
602
Crossmark Global Holdings
Texas
$372K +$5.55K +20 +1%
ECM
603
Evergreen Capital Management
Washington
$366K +$92.5K +333 +33%
ATC
604
Argent Trust Co
Tennessee
$363K -$53K -191 -13%
IAN
605
Integrated Advisors Network
Texas
$363K +$369K +1,330 New
TNA
606
True North Advisors
Texas
$362K +$368K +1,327 New
EN1L
607
Engine No 1 LLC
California
$357K +$80.2K +289 +28%
MPM
608
MBB Public Markets
Illinois
$356K +$361K +1,302 New
CAM
609
Cozad Asset Management
Illinois
$355K – – –
GAM
610
Gemmer Asset Management
California
$353K – – –
TPM
611
Triasima Portfolio Management
Quebec, Canada
$352K – – –
CIBC Private Wealth Group
612
CIBC Private Wealth Group
Georgia
$352K +$4.72K +17 +1%
EWM
613
Empirical Wealth Management
Washington
$344K -$63.9K -230 -15%
AL
614
Aspiriant LLC
California
$344K +$1.67K +6 +0.5%
MTC
615
McDaniel Terry & Co
Texas
$344K +$97.2K +350 +38%
MYLI
616
Meiji Yasuda Life Insurance
Japan
$342K -$46.6K -168 -12%
TA
617
TKG Advisors
Indiana
$338K +$344K +1,238 New
DU
618
Delphia (USA)
Ontario, Canada
$338K +$344K +1,239 New
NFC
619
Northeast Financial Consultants
Connecticut
$334K – – –
KCM
620
KRS Capital Management
Michigan
$330K +$336K +1,210 New
DAS
621
Dynamic Advisor Solutions
Arizona
$329K +$833 +3 +0.2%
UB
622
UMB Bank
Missouri
$329K +$334K +1,203 New
VWM
623
Vigilare Wealth Management
Arizona
$328K +$27.8K +100 +9%
EWA
624
Evolution Wealth Advisors
Florida
$327K +$11.7K +42 +4%
SWM
625
Sendero Wealth Management
Texas
$324K +$329K +1,185 New