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Name Holding Trade Value Shares
Change
Change in
Stake
SI
501
Saxon Interests
Texas
$494K -$226K -6,918 -32%
EI
502
Ethic Inc
New York
$492K +$90.2K +2,762 +23%
BBI
503
Baxter Bros Inc
Connecticut
$492K -$653 -20 -0.1%
HIC
504
Holderness Investments Company
North Carolina
$491K -$23.5K -720 -5%
BB
505
Busey Bank
Illinois
$491K +$23.8K +730 +5%
RIA
506
Recurrent Investment Advisors
Texas
$489K +$192K +5,874 +6%
IUHSA
507
Itau Unibanco Holding S.A.
Brazil
$481K +$465K +14,231 New
SG Americas Securities
508
SG Americas Securities
New York
$477K -$286K -8,762 -38%
EWA
509
EP Wealth Advisors
California
$476K +$12.9K +394 +3%
SAM
510
Smartleaf Asset Management
Massachusetts
$476K +$84.7K +2,596 +23%
GWM
511
Geneos Wealth Management
Colorado
$473K +$88.9K +2,723 +24%
GCC
512
Game Creek Capital
Massachusetts
$473K +$457K +14,000 New
ACG
513
Allen Capital Group
Nebraska
$472K -$5.45K -167 -1%
LWAM
514
Legacy Wealth Asset Management
Minnesota
$469K +$15.4K +473 +4%
FAM
515
Fairtree Asset Management
South Africa
$469K -$880K -26,959 -66%
SCA
516
Snowden Capital Advisors
New York
$468K -$13.8K -423 -3%
Lazard Asset Management
517
Lazard Asset Management
New York
$466K -$762K -23,333 -63%
AIP
518
ARS Investment Partners
New York
$459K – – –
GC
519
Garde Capital
Washington
$459K – – –
BB
520
Burford Brothers
Texas
$456K – – –
GAMC
521
Garner Asset Management Corp
Texas
$456K +$440K +13,483 New
ARC
522
Advisor Resource Council
Texas
$454K +$454K +13,899 New
AQR Capital Management
523
AQR Capital Management
Connecticut
$454K +$172K +5,280 +65%
KFA
524
Kelleher Financial Advisors
New York
$448K +$433K +13,268 New
DWP
525
Daymark Wealth Partners
Ohio
$448K +$19K +581 +5%