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Name Holding Trade Value Shares
Change
Change in
Stake
QI
426
QS Investors
New York
$348K
BPC
427
Banque Pictet & Cie
Switzerland
$346K
PG
428
Patten Group
Tennessee
$345K
CWM
429
Cornerstone Wealth Management
Missouri
$344K +$340K +5,877 New
PA
430
Profund Advisors
Maryland
$341K +$4.46K +77 +1%
PP
431
Patten & Patten
Tennessee
$339K
CCM
432
Coldstream Capital Management
Washington
$337K -$441K -7,626 -57%
Federated Hermes
433
Federated Hermes
Pennsylvania
$334K -$34.2K -591 -10%
Toronto Dominion Bank
434
Toronto Dominion Bank
Ontario, Canada
$334K +$264K +4,556 +432%
BC
435
Bartlett & Co
Ohio
$329K
MFS
436
MSI Financial Services
Massachusetts
$327K -$32K -553 -9%
AB
437
Atlas Brown
Kentucky
$327K
RCM
438
Riverhead Capital Management
Delaware
$326K -$1.42M -24,620 -82%
BBHC
439
Brown Brothers Harriman & Co
New York
$322K -$19.7K -341 -6%
DT
440
Diversified Trust
Tennessee
$317K -$96.8K -1,672 -24%
V
441
Veritable
Delaware
$303K +$4.63K +80 +2%
TCOT
442
Trust Company of Toledo
Ohio
$302K -$752 -13 -0.3%
LCM
443
Laurion Capital Management
New York
$302K +$294K +5,076 New
HCM
444
Highlander Capital Management
New Jersey
$300K
William Blair & Company
445
William Blair & Company
Illinois
$298K -$9.9K -171 -3%
BFM
446
Boothbay Fund Management
New York
$295K -$557K -9,622 -66%
AB
447
AT Bancorp
Iowa
$295K
Lazard Asset Management
448
Lazard Asset Management
New York
$294K -$673K -11,637 -70%
MSV
449
MN Services Vermogensbeheer
Netherlands
$293K +$7.18K +124 +3%
OMCS
450
Old Mutual Customised Solutions
South Africa
$287K