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Name Holding Trade Value Shares
Change
Change in
Stake
NA
701
Nordwand Advisors
Pennsylvania
$5.05M +$355K +3,891 +8%
SCM
702
Schnieders Capital Management
California
$5.04M +$525K +5,747 +12%
AC
703
Addenda Capital
Quebec, Canada
$5.03M – – –
DIM
704
DLK Investment Management
California
$5.02M -$415K -4,551 -9%
VIM
705
VELA Investment Management
Ohio
$4.98M +$3.11M +34,106 +164%
GT
706
Greenleaf Trust
Michigan
$4.98M -$663K -7,261 -12%
GI
707
GAMMA Investing
California
$4.96M +$362K +3,964 +8%
DWA
708
Douglass Winthrop Advisors
New York
$4.96M +$585K +6,405 +13%
BFW
709
Brady Family Wealth
Missouri
$4.96M -$193K -2,119 -4%
IAA
710
Independent Advisor Alliance
North Carolina
$4.95M +$407K +4,457 +9%
RGC
711
Roberts, Glore & Co
Illinois
$4.94M +$152K +1,668 +3%
IWC
712
Integrated Wealth Concepts
Massachusetts
$4.91M +$1.42M +15,510 +40%
SLFPAM
713
St. Louis Financial Planners Asset Management
Missouri
$4.9M +$4.69M +51,393 New
CHAM
714
Clear Harbor Asset Management
Connecticut
$4.89M +$1.04M +11,434 +27%
Aristotle Capital Management
715
Aristotle Capital Management
California
$4.89M -$36.5K -400 -0.7%
Envestnet Portfolio Solutions
716
Envestnet Portfolio Solutions
Illinois
$4.88M -$678K -7,427 -12%
CF
717
Covea Finance
France
$4.83M -$26.3M -287,623 -84%
BP
718
BBR Partners
New York
$4.83M -$291K -3,191 -6%
AIM
719
Anchor Investment Management
South Carolina
$4.81M -$6.02K -66 -0.1%
HCM
720
Hilton Capital Management
New York
$4.79M +$94.9K +1,040 +2%
NWM
721
Northcape Wealth Management
New York
$4.79M +$956K +10,476 +25%
MSA
722
MUFG Securities Americas
New York
$4.76M +$398K +4,356 +9%
TE
723
Tema ETFs
New York
$4.72M +$280K +3,064 +6%
ECM
724
Everence Capital Management
Indiana
$4.72M +$1.22M +13,366 +35%
LI
725
Louisbourg Investments
New Brunswick, Canada
$4.71M +$763K +8,360 +14%