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Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
601
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$469K +$445K +1,954 +174%
CIM
602
Chapman Investment Management
California
$468K
PCS
603
Personal CFO Solutions
New Jersey
$468K +$311K +1,364 +80%
PWM
604
Perigon Wealth Management
California
$467K +$180K +790 +35%
9WM
605
9258 Wealth Management
Ohio
$461K +$7.52K +33 +1%
OWA
606
Octavia Wealth Advisors
Ohio
$461K +$200K +878 +41%
MIC
607
Means Investment Company
Maine
$460K -$101K -444 -13%
QC
608
Quent Capital
New York
$458K +$686K +3,010 New
CAM
609
Cubic Asset Management
Massachusetts
$457K
RCM
610
Requisite Capital Management
Texas
$457K +$685K +3,003 New
EWM
611
Empirical Wealth Management
Washington
$453K +$167K +733 +33%
Loomis, Sayles & Company
612
Loomis, Sayles & Company
Massachusetts
$451K +$540K +2,368 +400%
AP
613
Adero Partners
California
$449K -$6.84K -30 -1%
BMWM
614
Brown Miller Wealth Management
Virginia
$444K +$157K +690 +31%
EFS
615
Essex Financial Services
Connecticut
$441K +$396K +1,735 +149%
CT
616
Chicago Trust
Illinois
$439K +$47.9K +210 +8%
PA
617
PFG Advisors
Arizona
$435K -$107K -470 -14%
CCP
618
Carmel Capital Partners
California
$433K +$649K +2,845 New
SP
619
Symmetry Partners
Connecticut
$432K
PWS
620
Precision Wealth Strategies
Missouri
$430K +$290K +1,272 +82%
Capstone Investment Advisors
621
Capstone Investment Advisors
New York
$430K +$410K +1,799 +176%
AC
622
Allstate Corporation
Illinois
$427K -$80.7K -354 -11%
PDN
623
Pensionfund DSM Netherlands
Netherlands
$426K
CU
624
CQS (US)
New York
$426K +$638K +2,797 New
SW
625
SteelPeak Wealth
California
$425K -$444K -1,946 -41%