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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
426
Hantz Financial Services
Michigan
$287K +$30.7K +377 +11%
FMAEN1
427
Fund Management at Engine No 1
California
$281K +$27.5K +337 +10%
TC
428
TwinBeech Capital
New York
$280K +$305K +3,743 New
CCM
429
Coldstream Capital Management
Washington
$280K -$31.3K -384 -9%
SIA
430
Sit Investment Associates
Minnesota
$277K
BTI
431
Blue Trust Inc
Georgia
$274K +$30.4K +373 +12%
PVI
432
Pine Valley Investments
New Jersey
$271K +$295K +3,623 New
SW
433
SVB Wealth
Massachusetts
$271K +$9.46K +116 +3%
GT
434
Glenmede Trust
Pennsylvania
$269K -$17.3K -212 -6%
EWM
435
Evercore Wealth Management
New York
$269K
HI
436
Horizon Investments
North Carolina
$267K +$3.91K +48 +1%
PAS
437
Park Avenue Securities
New York
$264K +$288K +3,529 New
HWA
438
HCR Wealth Advisors
California
$264K -$72.6K -890 -20%
GCMG
439
Gyroscope Capital Management Group
Florida
$262K +$32.6K +400 +13%
MC
440
Moors & Cabot
Massachusetts
$261K +$245 +3 +0.1%
SG Americas Securities
441
SG Americas Securities
New York
$260K -$1.45M -17,818 -84%
SAM
442
Shell Asset Management
Netherlands
$259K -$7.34K -90 -3%
CAMG
443
CWA Asset Management Group
Florida
$258K +$30.7K +376 +12%
BPA
444
Beacon Pointe Advisors
California
$252K -$27.3K -335 -9%
PWA
445
Physician Wealth Advisors
Utah
$251K
BAM
446
BOS Asset Management
Illinois
$249K +$27.3K +335 +11%
SEC
447
Seven Eight Capital
New York
$247K -$114K -1,399 -30%
CG
448
Colony Group
Massachusetts
$245K -$6.85K -84 -2%
FTDI
449
First Trust Direct Indexing
Massachusetts
$243K -$413K -5,071 -61%
KPWS
450
Kestra Private Wealth Services
Texas
$243K -$9.54K -117 -3%