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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
526
Venturi Wealth Management
Texas
$1.05M -$276K -849 -22%
DSC
527
Duncker Streett & Co
Missouri
$1.05M – – –
TIAA FSB
528
TIAA FSB
Florida
$1.05M +$126K +389 +15%
Lido Advisors
529
Lido Advisors
California
$1.04M +$41.9K +129 +4%
GLA
530
Good Life Advisors
Pennsylvania
$1.04M -$1.95K -6 -0.2%
Beacon Pointe Advisors
531
Beacon Pointe Advisors
California
$1.03M +$258K +795 +36%
OQS
532
Occudo Quantitative Strategies
Florida
$1.02M +$961K +2,959 New
DEA
533
DoubleLine ETF Adviser
Florida
$1M +$191K +588 +25%
RWMG
534
Redwood Wealth Management Group
New Jersey
$1M – – –
ML
535
McAdam LLC
Pennsylvania
$998K +$3.25K +10 +0.3%
PA
536
PFW Advisors
Georgia
$994K +$1.01M +3,097 New
AAM
537
Auxier Asset Management
Oregon
$983K – – –
CG
538
Cutler Group
California
$972K -$340K -1,046 -27%
AIA
539
Armor Investment Advisors
North Carolina
$958K -$49K -151 -5%
Luther King Capital Management (LKCM)
540
Luther King Capital Management (LKCM)
Texas
$946K +$3.57K +11 +0.4%
Ontario Teachers' Pension Plan Board
541
Ontario Teachers' Pension Plan Board
Ontario, Canada
$940K +$511K +1,575 +137%
Cubist Systematic Strategies
542
Cubist Systematic Strategies
Connecticut
$936K -$708K -2,180 -45%
United Capital Financial Advisors
543
United Capital Financial Advisors
Texas
$932K -$127K -391 -13%
FMAEN1
544
Fund Management at Engine No 1
California
$918K +$54.6K +168 +7%
TSWM
545
Tyler-Stone Wealth Management
Ohio
$904K +$851K +2,619 New
BC
546
Bridgefront Capital
Texas
$902K +$848K +2,612 New
Vestmark Advisory Solutions
547
Vestmark Advisory Solutions
Massachusetts
$900K -$502K -1,546 -37%
AIA
548
Alera Investment Advisors
Illinois
$900K -$130K -400 -13%
BSB
549
Bangor Savings Bank
Maine
$899K – – –
Moneta Group Investment Advisors
550
Moneta Group Investment Advisors
Missouri
$898K -$9.09K -28 -1%