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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
901
Brasada Capital Management
Texas
$730K – – –
HM Payson & Co
902
HM Payson & Co
Maine
$729K -$194K -1,484 -20%
GBT
903
Grove Bank & Trust
Florida
$727K -$1.44M -11,031 -66%
HCA
904
Harbour Capital Advisors
Virginia
$724K -$2.22K -17 -0.3%
Coldstream Capital Management
905
Coldstream Capital Management
Washington
$721K -$3.75M -28,756 -83%
IAMOG
906
Investors Asset Management of Georgia
Georgia
$720K +$228K +1,751 +44%
Fideuram - Intesa Sanpaolo Private Banking
907
Fideuram - Intesa Sanpaolo Private Banking
$719K +$745K +5,714 New
IAS
908
Insigneo Advisory Services
Florida
$717K +$309K +2,372 +71%
Deerfield Management
909
Deerfield Management
New York
$717K -$373K -2,856 -33%
IAS
910
Investment Advisory Services
Texas
$712K -$108K -831 -13%
Pine Valley Investments
911
Pine Valley Investments
New Jersey
$712K +$481K +3,686 +187%
Greenleaf Trust
912
Greenleaf Trust
Michigan
$708K -$149K -1,141 -17%
Moneta Group Investment Advisors
913
Moneta Group Investment Advisors
Missouri
$708K -$39.1K -300 -5%
Harvest Fund Management
914
Harvest Fund Management
China
$705K – – –
Advent Capital Management
915
Advent Capital Management
New York
$705K +$730K +5,600 New
CL
916
CSS LLC
Illinois
$703K +$729K +5,590 New
SIA
917
Soltis Investment Advisors
Utah
$701K -$2.13M -16,302 -75%
GWMR
918
GC Wealth Management RIA
Massachusetts
$701K -$831K -6,368 -53%
NL
919
Navalign LLC
California
$691K +$913 +7 +0.1%
IIC
920
Ironwood Investment Counsel
Arizona
$685K +$34K +261 +5%
AlTi Global
921
AlTi Global
New York
$683K -$11K -84 -2%
OC
922
Oakworth Capital
Alabama
$678K -$24.1K -185 -3%
SLG
923
Stanley-Laman Group
Pennsylvania
$678K +$703K +5,387 New
Vise Technologies
924
Vise Technologies
New York
$675K -$221K -1,698 -24%
MP
925
McDonald Partners
Ohio
$671K -$27.7K -212 -4%