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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Coldstream Capital Management
Washington
$766K -$43.8K -207 -5%
WFA
402
Wellspring Financial Advisors
Ohio
$762K -$8.04K -38 -1%
CPBTD
403
Central Pacific Bank - Trust Division
Hawaii
$760K +$149K +703 +23%
NW
404
NewEdge Wealth
Pennsylvania
$756K +$78.9K +373 +11%
GAM
405
Grandview Asset Management
Pennsylvania
$740K +$40.2K +190 +6%
Jacobs Levy Equity Management
406
Jacobs Levy Equity Management
New Jersey
$738K +$761K +3,595 New
FLPIM
407
F.L. Putnam Investment Management
Massachusetts
$735K -$13.8K -65 -2%
TWIM
408
TIAA Wealth Investment Management
New York
$724K +$55.4K +262 +8%
DT
409
Diversified Trust
Tennessee
$719K +$741K +3,503 New
ATC
410
Argent Trust Co
Tennessee
$719K -$34.9K -165 -5%
NDSIB
411
North Dakota State Investment Board
North Dakota
$700K +$12.3K +58 +2%
Rockefeller Capital Management
412
Rockefeller Capital Management
New York
$699K +$56.5K +267 +9%
Polen Capital Management
413
Polen Capital Management
Florida
$697K +$719K +3,396 New
EI
414
Ethic Inc
New York
$686K +$43.6K +206 +7%
SFA
415
Sequoia Financial Advisors
Ohio
$675K -$29.2K -138 -4%
First Eagle Investment Management
416
First Eagle Investment Management
New York
$674K -$89.7K -424 -11%
ECM
417
Everence Capital Management
Indiana
$670K – – –
PS
418
Principal Securities
Iowa
$660K +$190K +900 +39%
GC
419
Guggenheim Capital
Illinois
$659K -$2.9M -13,690 -81%
AFG
420
Atomi Financial Group
New York
$655K +$33.2K +157 +5%
BJL
421
Brighton Jones LLC
Washington
$653K +$3.39K +16 +0.5%
SAG
422
SageView Advisory Group
California
$649K -$3.17K -15 -0.5%
LCG
423
Lisanti Capital Growth
New York
$643K – – –
MGP
424
Metis Global Partners
California
$640K +$660K +3,117 New
JSSH
425
J. Safra Sarasin Holding
$634K +$654K +3,090 New