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Name Holding Trade Value Shares
Change
Change in
Stake
MAI Capital Management
651
MAI Capital Management
Ohio
$576K +$20.8K +63 +4%
YC
652
Yarbrough Capital
Tennessee
$566K – – –
EAM
653
Empirical Asset Management
Massachusetts
$565K +$577K +1,743 New
TPWM
654
Twelve Points Wealth Management
Massachusetts
$565K +$25.1K +76 +5%
NEI
655
Northwest & Ethical Investments
Ontario, Canada
$564K +$576K +1,741 New
HFAS
656
Hummer Financial Advisory Services
Illinois
$562K – – –
HI
657
Hudock Inc
Pennsylvania
$562K -$2.32K -7 -0.4%
Atria Wealth Solutions
658
Atria Wealth Solutions
New York
$560K +$12.2K +37 +2%
FCP
659
Fidelis Capital Partners
Florida
$559K +$54.3K +164 +11%
Global Retirement Partners
660
Global Retirement Partners
California
$558K +$3.31K +10 +0.6%
CGL
661
Clarius Group LLC
Washington
$557K -$225K -680 -28%
AT
662
American Trust
Kentucky
$556K -$182K -550 -24%
CA
663
Crane Advisory
California
$556K – – –
S
664
SimplyRich
California
$554K – – –
KA
665
Kintegral Advisory
New York
$550K -$331 -1 -0.1%
RZH
666
Relyea Zuckerberg Hanson
Connecticut
$547K +$3.31K +10 +0.6%
NCMW
667
Northern Capital Management (Washington)
Washington
$547K – – –
Fisher Asset Management
668
Fisher Asset Management
Washington
$546K +$557K +1,685 New
Conning Inc
669
Conning Inc
Connecticut
$543K +$14.9K +45 +3%
AustralianSuper
670
AustralianSuper
Australia
$542K – – –
AWA
671
Arete Wealth Advisors
Illinois
$542K +$554K +1,673 New
Saturna Capital
672
Saturna Capital
Washington
$540K – – –
SFO
673
Stokes Family Office
Louisiana
$539K +$39K +118 +8%
Bridgewater Associates
674
Bridgewater Associates
Connecticut
$537K +$548K +1,657 New
RCM
675
Radnor Capital Management
Pennsylvania
$536K +$168K +508 +44%