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Name Holding Trade Value Shares
Change
Change in
Stake
GT
551
Greenleaf Trust
Michigan
$360K +$26.4K +852 +8%
OPPTF
552
OPSEU Pension Plan Trust Fund
Ontario, Canada
$357K -$198K -6,380 -38%
IWA
553
Intercontinental Wealth Advisors
Texas
$354K +$51K +1,644 +18%
PA
554
Parallel Advisors
California
$350K +$17K +548 +5%
LC
555
Lunia Capital
Texas
$350K +$329K +10,612 New
TI
556
Tidal Investments
Wisconsin
$350K +$329K +10,620 New
SICM
557
Sustainable Insight Capital Management
New York
$346K -$1.84M -59,504 -85%
YWP
558
YorkBridge Wealth Partners
New York
$343K +$3.84K +124 +1%
MSA
559
Marino Stram & Associates
Massachusetts
$343K +$323K +10,412 New
KPWS
560
Kestra Private Wealth Services
Texas
$342K +$30.1K +972 +10%
JIC
561
Johnson Investment Counsel
Ohio
$341K +$372 +12 +0.1%
UB
562
UMB Bank
Missouri
$336K – – –
YIA
563
YHB Investment Advisors
Connecticut
$333K – – –
NFG
564
Next Financial Group
Texas
$330K -$3.1K -100 -1%
PA
565
Pinnacle Associates
New York
$330K – – –
EWA
566
Encompass Wealth Advisors
Oregon
$329K – – –
WG
567
Winton Group
United Kingdom
$323K -$161K -5,192 -35%
MPCG
568
Matrix Private Capital Group
New York
$319K +$5.21K +168 +2%
AIL
569
AGF Investments LLC
Ontario, Canada
$318K -$5.95K -192 -2%
RMDI
570
R.M. Davis Inc
Maine
$316K -$18.6K -600 -6%
CCA
571
Checchi Capital Advisers
California
$313K +$16.1K +520 +6%
QI
572
QS Investors
New York
$311K -$1.74K -56 -0.6%
CMBA
573
C.M. Bidwell & Associates
Hawaii
$308K +$262K +8,460 +970%
MCM
574
Marathon Capital Management
Maryland
$306K – – –
CI
575
Conning Inc
Connecticut
$303K -$30.6K -988 -10%