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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WI
526
Wintrust Investments
Illinois
$5.41M +$2.53M +3,240 +84%
MWM
527
Marietta Wealth Management
Georgia
$5.36M +$205K +262 +4%
Vanguard Personalized Indexing Management
528
Vanguard Personalized Indexing Management
California
$5.36M +$1.15M +1,474 +27%
PAM
529
Pegasus Asset Management
New York
$5.35M -$18.8K -24 -0.3%
OQS
530
Occudo Quantitative Strategies
Florida
$5.35M +$5.47M +6,996 New
NC
531
Nicholas Company
Wisconsin
$5.35M
PP
532
Prudential plc
United Kingdom
$5.33M +$2.64M +3,382 +94%
CAM
533
Cresset Asset Management
Illinois
$5.32M -$891K -1,141 -14%
IWP
534
Icon Wealth Partners
Texas
$5.29M +$800K +1,024 +17%
CWM
535
CMH Wealth Management
New Hampshire
$5.29M +$490K +627 +10%
Credit Agricole
536
Credit Agricole
France
$5.28M +$852K +1,091 +19%
Kovitz Investment Group Partners
537
Kovitz Investment Group Partners
Illinois
$5.24M +$211K +270 +4%
AMM
538
American Money Management
California
$5.23M +$560K +717 +12%
NGA
539
Naples Global Advisors
Florida
$5.21M +$334K +428 +7%
WFMPM
540
Woodley Farra Manion Portfolio Management
Indiana
$5.21M -$127K -163 -2%
GI
541
GAMCO Investors
Connecticut
$5.21M +$5.47K +7 +0.1%
DIA
542
Dean Investment Associates
Ohio
$5.2M -$121K -155 -2%
DY
543
Dowling & Yahnke
California
$5.19M +$43K +55 +0.8%
UF
544
Univest Financial
Pennsylvania
$5.19M +$4.81M +6,153 +957%
PCTC
545
Perkins Coie Trust Company
Washington
$5.19M -$53.1K -68 -1%
CFB
546
Cullen/Frost Bankers
Texas
$5.18M -$423K -541 -7%
PPW
547
Parcion Private Wealth
Washington
$5.14M -$653K -836 -11%
BB
548
Berkshire Bank
Massachusetts
$5.11M -$44.5K -57 -0.8%
AWM
549
Apollon Wealth Management
South Carolina
$5.1M +$116K +148 +2%
TFA
550
Toth Financial Advisory
Virginia
$5.04M +$172K +220 +3%