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Name Holding Trade Value Shares
Change
Change in
Stake
HBCM
501
Heron Bay Capital Management
Michigan
$762K -$355K -1,379 -30%
DMBA
502
Deseret Mutual Benefit Administrators
Utah
$759K +$36K +140 +5%
KIA
503
KCM Investment Advisors
California
$758K
PFG
504
PAX Financial Group
Texas
$756K +$109K +424 +16%
AP
505
AtonRa Partners
Switzerland
$755K +$59.9K +233 +8%
APP
506
Alpha Paradigm Partners
Illinois
$752K +$806K +3,133 New
CP
507
CenterBook Partners
Connecticut
$748K +$801K +3,117 New
SIP
508
Scott Investment Partners
United Kingdom
$744K
BPA
509
Beacon Pointe Advisors
California
$742K +$258K +1,003 +48%
WI
510
WrapManager Inc
California
$740K -$242K -941 -23%
RPSA
511
Richard P. Slaughter Associates
Texas
$739K -$389K -1,512 -33%
PG
512
Pendal Group
Australia
$730K +$413K +1,608 +112%
TRIA
513
Trail Ridge Investment Advisors
Colorado
$725K +$777K +3,023 New
EWS
514
Evergreen Wealth Solutions
Pennsylvania
$718K +$769K +2,992 New
EFM
515
E Fund Management
China
$715K +$57.9K +225 +8%
HF
516
HRT Financial
New York
$714K -$651K -2,531 -46%
FT
517
Fiduciary Trust
Massachusetts
$711K -$10.3K -40 -1%
CAM
518
CenterStar Asset Management
Illinois
$709K
LNWWM
519
Laird Norton Wetherby Wealth Management
California
$707K -$407K -1,581 -35%
AIM
520
Aigen Investment Management
New York
$704K +$767K +2,982 New
AA
521
Apriem Advisors
California
$703K -$8.48K -33 -1%
MYAM
522
Meiji Yasuda Asset Management
Japan
$703K +$27.3K +106 +4%
RWA
523
Ropes Wealth Advisors
Massachusetts
$695K -$4.37K -17 -0.6%
KLC
524
Knowledge Leaders Capital
Colorado
$692K +$71.7K +279 +11%
SIG
525
Stonegate Investment Group
Alabama
$680K +$729K +2,834 New