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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
401
Wellspring Financial Advisors
Ohio
$762K -$8.04K -38 -1%
CPBTD
402
Central Pacific Bank - Trust Division
Hawaii
$760K +$149K +703 +23%
NW
403
NewEdge Wealth
Pennsylvania
$756K +$78.9K +373 +11%
GAM
404
Grandview Asset Management
Pennsylvania
$740K +$40.2K +190 +6%
Jacobs Levy Equity Management
405
Jacobs Levy Equity Management
New Jersey
$738K +$761K +3,595 New
FLPIM
406
F.L. Putnam Investment Management
Massachusetts
$735K -$13.8K -65 -2%
TWIM
407
TIAA Wealth Investment Management
New York
$724K +$55.4K +262 +8%
DT
408
Diversified Trust
Tennessee
$719K +$741K +3,503 New
ATC
409
Argent Trust Co
Tennessee
$719K -$34.9K -165 -5%
NDSIB
410
North Dakota State Investment Board
North Dakota
$700K +$12.3K +58 +2%
Rockefeller Capital Management
411
Rockefeller Capital Management
New York
$699K +$56.5K +267 +9%
Polen Capital Management
412
Polen Capital Management
Florida
$697K +$719K +3,396 New
EI
413
Ethic Inc
New York
$686K +$43.6K +206 +7%
SFA
414
Sequoia Financial Advisors
Ohio
$675K -$29.2K -138 -4%
First Eagle Investment Management
415
First Eagle Investment Management
New York
$674K -$89.7K -424 -11%
ECM
416
Everence Capital Management
Indiana
$670K
PS
417
Principal Securities
Iowa
$660K +$190K +900 +39%
GC
418
Guggenheim Capital
Illinois
$659K -$2.9M -13,690 -81%
AFG
419
Atomi Financial Group
New York
$655K +$33.2K +157 +5%
BJL
420
Brighton Jones LLC
Washington
$653K +$3.39K +16 +0.5%
SAG
421
SageView Advisory Group
California
$649K -$3.17K -15 -0.5%
LCG
422
Lisanti Capital Growth
New York
$643K
MGP
423
Metis Global Partners
California
$640K +$660K +3,117 New
JSSH
424
J. Safra Sarasin Holding
$634K +$654K +3,090 New
NA
425
NewEdge Advisors
Louisiana
$634K +$1.27K +6 +0.2%