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Name Holding Trade Value Shares
Change
Change in
Stake
UOTTAIMCU
351
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$936K +$191K +1,374 +27%
CNBTD
352
Citizens National Bank Trust Department
Mississippi
$932K
CPBTD
353
Central Pacific Bank - Trust Division
Hawaii
$918K -$27.2K -195 -3%
STA
354
Summit Trail Advisors
New York
$912K +$450K +3,233 +106%
EI
355
Ethic Inc
New York
$903K +$52.8K +379 +7%
CIA
356
Concurrent Investment Advisors
Florida
$902K +$96.5K +693 +13%
FPW
357
Fairvoy Private Wealth
Alabama
$879K +$841K +6,043 New
Mitsubishi UFJ Trust & Banking
358
Mitsubishi UFJ Trust & Banking
Japan
$859K +$822K +5,903 New
KeyBank National Association
359
KeyBank National Association
Ohio
$847K -$458K -3,290 -36%
SFA
360
Sequoia Financial Advisors
Ohio
$833K -$174K -1,248 -18%
CAG
361
Crestwood Advisors Group
Massachusetts
$825K -$549K -3,940 -41%
MAM
362
Martingale Asset Management
Massachusetts
$818K -$89.3K -641 -10%
IWC
363
Integrated Wealth Concepts
Massachusetts
$795K +$417K +2,997 +121%
ProShare Advisors
364
ProShare Advisors
Maryland
$792K +$139 +1 +0%
BW
365
Basepoint Wealth
Iowa
$788K -$27.7K -199 -4%
VI
366
Vestcor Inc
New Brunswick, Canada
$775K +$447K +3,208 +151%
SDIC
367
South Dakota Investment Council
South Dakota
$771K +$738K +5,300 New
CCIA
368
Campbell & Co Investment Adviser
Maryland
$761K +$729K +5,233 New
OIA
369
Oakmont Investment Advisors
Pennsylvania
$757K +$725K +5,204 New
Lido Advisors
370
Lido Advisors
California
$743K +$160K +1,148 +29%
FDP
371
Financiere des Professionnels
Quebec, Canada
$733K
WMA
372
West Michigan Advisors
Michigan
$731K +$699K +5,023 New
JSW
373
Journey Strategic Wealth
New Jersey
$727K +$27.6K +198 +4%
MFA
374
Mayflower Financial Advisors
Massachusetts
$724K
FTWA
375
Fifth Third Wealth Advisors
Ohio
$719K +$135K +967 +24%