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Name Holding Trade Value Shares
Change
Change in
Stake
SW
276
Simplicity Wealth
New Jersey
$891K -$201K -3,486 -15%
RA
277
RFG Advisory
Alabama
$878K +$194K +3,356 +21%
AB
278
Amalgamated Bank
New York
$863K -$114K -1,968 -9%
SC
279
Savant Capital
Illinois
$862K +$134K +2,324 +14%
CS
280
Candriam SCA
Luxembourg
$849K +$57.9K +1,002 +6%
OL
281
Odyssean LLC
Connecticut
$843K +$483K +8,363 +83%
FCM
282
Fieldview Capital Management
Michigan
$842K -$525K -9,080 -33%
GIA
283
Gateway Investment Advisers
Ohio
$825K
GIA
284
Gladstone Institutional Advisory
Florida
$818K
Credit Agricole
285
Credit Agricole
France
$812K -$292K -5,047 -22%
BFO
286
Biltmore Family Office
North Carolina
$810K +$652K +11,294 +177%
CIM
287
CIM Investment Management
Pennsylvania
$804K -$4.68K -81 -0.5%
MG
288
Marex Group
$781K +$985K +17,050 New
SFA
289
Sequoia Financial Advisors
Ohio
$778K +$200K +3,467 +26%
PFS
290
Prospera Financial Services
Texas
$774K +$976K +16,902 New
New York State Teachers Retirement System (NYSTRS)
291
New York State Teachers Retirement System (NYSTRS)
New York
$773K +$145K +2,508 +17%
RA
292
REX Advisers
Connecticut
$765K +$965K +16,700 New
IFG
293
Independent Financial Group
California
$757K -$938K -16,240 -50%
JSAM
294
J. Safra Asset Management
New York
$724K +$385K +6,668 +73%
VA
295
Vident Advisory
Georgia
$716K -$14.2K -246 -2%
Manulife (Manufacturers Life Insurance)
296
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$675K +$34.7K +600 +4%
P
297
&Partners
Tennessee
$671K +$36.8K +637 +5%
URS
298
Utah Retirement Systems
Utah
$668K
IAA
299
Independent Advisor Alliance
North Carolina
$642K -$58.9K -1,019 -7%
M
300
MYeCFO
California
$638K +$37.4K +647 +5%