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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$5.1M +$43.8K +1,341 +0.9%
AG
152
Advocate Group
Minnesota
$5.03M -$144K -4,409 -3%
Corient Private Wealth
153
Corient Private Wealth
Florida
$4.98M -$421K -12,911 -8%
Truist Financial
154
Truist Financial
North Carolina
$4.77M -$529K -16,219 -10%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$4.72M -$521K -15,957 -10%
VBFG
156
Vishria Bird Financial Group
Tennessee
$4.7M -$198K -6,074 -4%
VAS
157
Vestmark Advisory Solutions
Massachusetts
$4.63M +$2.46M +75,219 +122%
OAM
158
Oppenheimer Asset Management
New York
$4.46M +$789K +24,183 +22%
BCFS
159
Butensky & Cohen Financial Security
Florida
$4.44M +$66.7K +2,045 +2%
EIP
160
Easterly Investment Partners
Massachusetts
$4.42M +$4.27M +130,775 New
LIP
161
Lighthouse Investment Partners
Florida
$4.31M -$4.65M -142,500 -53%
NRS
162
Neville Rodie & Shaw
New York
$4.14M -$107K -3,277 -3%
QCM
163
QRG Capital Management
Illinois
$4.01M -$145K -4,452 -4%
BEAM
164
Baker Ellis Asset Management
Washington
$4M -$60.7K -1,860 -2%
PFS
165
Prospera Financial Services
Texas
$3.94M +$405K +12,404 +12%
CAM
166
Columbia Asset Management
Michigan
$3.88M +$3.46K +106 +0.1%
KAS
167
Kestra Advisory Services
Texas
$3.86M -$7.8K -239 -0.2%
NW
168
NewEdge Wealth
Pennsylvania
$3.78M +$877K +26,881 +32%
QCM
169
Quantinno Capital Management
New York
$3.76M +$1.83M +55,916 +101%
Vanguard Personalized Indexing Management
170
Vanguard Personalized Indexing Management
California
$3.74M +$320K +9,795 +10%
SDIC
171
South Dakota Investment Council
South Dakota
$3.72M
HKIM
172
Hayek Kallen Investment Management
Alabama
$3.71M +$206K +6,300 +6%
TI
173
tru Independence
Oregon
$3.7M +$228K +6,975 +7%
Neuberger Berman Group
174
Neuberger Berman Group
New York
$3.62M -$1.34M -40,938 -28%
DADC
175
D.A. Davidson & Co
Montana
$3.57M -$339K -10,371 -9%