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Name Holding Trade Value Shares
Change
Change in
Stake
TA
501
TKG Advisors
Indiana
$997K -$4.74M -50,807 -85%
FT
502
Fiduciary Trust
Massachusetts
$993K -$9.89K -106 -1%
XT
503
XTX Topco
Cayman Islands
$982K +$447K +4,787 +125%
VCM
504
Virtue Capital Management
Tennessee
$970K -$42.8K -459 -5%
CFM
505
Catalyst Funds Management
Australia
$969K +$793K +8,494 New
Envestnet Portfolio Solutions
506
Envestnet Portfolio Solutions
Illinois
$938K -$22.2K -238 -3%
OWA
507
One Wealth Advisors
California
$919K -$102K -1,096 -12%
FFO
508
Fiduciary Family Office
Florida
$918K +$352K +3,774 +88%
MYAM
509
Meiji Yasuda Asset Management
Japan
$913K -$482K -5,167 -39%
WAM
510
WT Asset Management
Hong Kong
$913K +$746K +8,000 New
BRWA
511
B. Riley Wealth Advisors
Florida
$911K -$1.24M -13,260 -50%
CHAM
512
Clear Harbor Asset Management
Connecticut
$906K -$280K -3,000 -27%
PAG
513
Private Advisory Group
Washington
$899K -$292K -3,125 -28%
TFS
514
Thoroughbred Financial Services
Tennessee
$898K -$175K -1,874 -19%
PIM
515
Parker Investment Management
California
$898K +$393K +4,212 +115%
AG
516
Ascent Group
Virginia
$892K +$11.2K +120 +2%
I
517
InceptionR
California
$881K +$237K +2,538 +49%
TMAM
518
Tokio Marine Asset Management
Japan
$880K +$24.2K +259 +3%
WT
519
Whittier Trust
California
$880K +$152K +1,630 +27%
DEM
520
Disciplined Equity Management
Florida
$857K +$689K +7,389 +6,107%
Kovitz Investment Group Partners
521
Kovitz Investment Group Partners
Illinois
$836K +$683K +7,325 New
N
522
Natixis
France
$828K -$817K -8,761 -55%
IGAM
523
iA Global Asset Management
Quebec, Canada
$825K +$13.7K +147 +2%
OAM
524
Ostrum Asset Management
France
$802K
RC
525
RBF Capital
California
$799K