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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
476
Smith, Moore & Co
Missouri
$653K +$76.2K +1,138 +11%
WA
477
WESPAC Advisors
California
$642K +$745K +11,134 New
Baird Financial Group
478
Baird Financial Group
Wisconsin
$640K -$40.8K -610 -5%
PTC
479
Private Trust Company
Ohio
$631K +$528K +7,892 +258%
MERSOM
480
Municipal Employees' Retirement System of Michigan
Michigan
$627K +$728K +10,880 New
MFW
481
Mosaic Family Wealth
Missouri
$604K -$72.4K -1,082 -9%
CG
482
CFO4Life Group
Texas
$595K -$60.3K -900 -8%
MWM
483
Modera Wealth Management
New Jersey
$585K -$19.5K -292 -3%
PA
484
Probity Advisors
Texas
$578K -$11.9K -178 -2%
TRCT
485
Tower Research Capital (TRC)
New York
$574K +$627K +9,368 +1,593%
GH
486
GAM Holding
Switzerland
$572K -$447K -6,674 -40%
CTA
487
Chesley Taft & Associates
Illinois
$569K -$14.1K -210 -2%
William Blair & Company
488
William Blair & Company
Illinois
$568K -$29.6K -442 -4%
Schroder Investment Management Group
489
Schroder Investment Management Group
United Kingdom
$567K +$230K +3,440 +54%
RFC
490
Regions Financial Corp
Alabama
$534K -$56.2K -840 -8%
Creative Planning
491
Creative Planning
Kansas
$534K -$54K -806 -8%
Massachusetts Financial Services
492
Massachusetts Financial Services
Massachusetts
$534K +$620K +9,260 New
ECM
493
Everence Capital Management
Indiana
$531K
TWI
494
Thomas White International
Illinois
$530K
Federated Hermes
495
Federated Hermes
Pennsylvania
$521K -$367K -5,486 -38%
MWNA
496
Marshall Wace North America
New York
$518K +$601K +8,982 New
SGCA
497
Steel Grove Capital Advisors
Tennessee
$515K
KA
498
Kintegral Advisory
New York
$501K +$582K +8,690 New
CA
499
Continental Advisors
Utah
$496K +$576K +8,600 New
EP
500
Eversept Partners
New York
$496K