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Name Holding Trade Value Shares
Change
Change in
Stake
FC
401
FORA Capital
Florida
$814K +$933K +9,139 New
RE
402
RBC Europe
United Kingdom
$806K +$318K +3,115 +53%
AIM
403
Achmea Investment Management
Netherlands
$803K – – –
AP
404
Advisor Partners
California
$769K +$72.5K +710 +9%
LPT
405
Legacy Private Trust
Wisconsin
$766K -$2.63M -25,785 -75%
Creative Planning
406
Creative Planning
Kansas
$756K +$399K +3,913 +86%
SG Americas Securities
407
SG Americas Securities
New York
$752K +$473K +4,633 +122%
PFO
408
Pathstone Family Office
New Jersey
$741K +$147K +1,444 +21%
PCA
409
Peddock Capital Advisors
Massachusetts
$719K – – –
TCA
410
Tortoise Capital Advisors
Kansas
$712K +$815K +7,990 New
PAS
411
Park Avenue Securities
New York
$697K +$116K +1,133 +17%
KA
412
Kintegral Advisory
New York
$695K +$16.8K +165 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
413
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$686K +$786K +7,700 New
VAS
414
Vestmark Advisory Solutions
Massachusetts
$670K +$43.4K +425 +6%
SI
415
Stephens Inc
Arkansas
$669K +$35.3K +346 +5%
AIM
416
Allen Investment Management
New York
$668K – – –
ZCM
417
Zenyatta Capital Management
Delaware
$668K +$765K +7,500 New
RHBC
418
R.H. Bluestein & Co
Michigan
$665K -$9.06M -88,825 -92%
VFA
419
Values First Advisors
Tennessee
$661K +$160K +1,569 +27%
CB
420
Commerce Bank
Missouri
$650K +$305K +2,984 +69%
PRC
421
Pearl River Capital
Michigan
$647K +$741K +7,263 New
CS
422
Comerica Securities
Michigan
$645K +$52.7K +516 +8%
DTL
423
Dynamic Technology Lab
Singapore
$640K +$734K +7,188 New
MWM
424
Mission Wealth Management
California
$616K +$279K +2,730 +65%
V
425
Veritable
Delaware
$612K -$29.9K -293 -4%