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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
276
Capital Wealth Planning
Florida
$261M +$92.4M +626,454 +66%
Pacer Advisors
277
Pacer Advisors
Pennsylvania
$258M +$183M +1,243,168 +389%
RAM
278
RJA Asset Management
Connecticut
$257M
PGFC
279
Peapack-Gladstone Financial Corp
New Jersey
$257M -$17.5M -118,267 -7%
MCM
280
MAI Capital Management
Ohio
$255M -$3.94M -26,699 -2%
EWA
281
EP Wealth Advisors
California
$253M +$6.28M +42,576 +3%
DADC
282
D.A. Davidson & Co
Montana
$252M -$9.25M -62,665 -4%
CTC
283
Central Trust Company
Missouri
$251M -$4.96M -33,633 -2%
AssetMark Inc
284
AssetMark Inc
California
$251M +$10M +68,050 +5%
FCI
285
Financial Counselors Inc
Kansas
$250M +$172K +1,164 +0.1%
CGPCS
286
Capital Group Private Client Services
California
$250M -$1.36M -9,196 -0.6%
VMPIC
287
Varma Mutual Pension Insurance Co
Finland
$246M -$19.2M -130,000 -8%
SMDAM
288
Sumitomo Mitsui DS Asset Management
Japan
$246M +$12.7M +85,783 +6%
LGF
289
LGT Group Foundation
Liechtenstein
$243M +$1.64M +11,127 +0.8%
UB
290
UMB Bank
Missouri
$242M -$834K -5,653 -0.4%
PWLP
291
Prio Wealth Limited Partnership
Massachusetts
$241M -$8.19M -55,511 -4%
FWCM
292
Ferguson Wellman Capital Management
Oregon
$240M +$12.1M +81,676 +6%
OPERF
293
Oregon Public Employees Retirement Fund
Oregon
$240M -$3.69M -24,988 -2%
LSERS
294
Louisiana State Employees Retirement System
Louisiana
$240M -$192K -1,300 -0.1%
IC
295
IEQ Capital
California
$240M -$2.5M -16,954 -1%
GPCM
296
Greenbrier Partners Capital Management
Texas
$239M
ZIM
297
Zacks Investment Management
Illinois
$237M +$20.4M +138,120 +11%
CAG
298
Crestwood Advisors Group
Massachusetts
$235M -$12.1M -82,207 -5%
BCIM
299
British Columbia Investment Management
British Columbia, Canada
$235M -$538K -3,644 -0.3%
AWS
300
Atria Wealth Solutions
New York
$234M -$2.07M -14,010 -1%