Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
MAI Capital Management
Ohio
$149K +$12.6K +144 +10%
BTI
402
Blue Trust Inc
Georgia
$145K +$41.7K +478 +43%
O
403
Ossiam
France
$140K -$1.23M -14,144 -90%
QCG
404
Quadrant Capital Group
Ohio
$128K -$3.49K -40 -3%
Bank Julius Baer & Co
405
Bank Julius Baer & Co
Switzerland
$125K +$12.6K +144 +12%
MCM
406
Manchester Capital Management
Vermont
$124K – – –
PS
407
Principal Securities
Iowa
$114K – – –
WA
408
WPG Advisers
Maryland
$111K -$25.9K -297 -20%
BIG
409
Brooklyn Investment Group
New York
$109K +$75.5K +865 +269%
VCM
410
Versant Capital Management
Arizona
$107K +$101K +1,157 +8,900%
Jones Financial Companies
411
Jones Financial Companies
Missouri
$102K +$61.7K +707 +170%
Nomura Asset Management
412
Nomura Asset Management
Japan
$96.3K – – –
FFA
413
Farther Finance Advisors
California
$89.9K +$12.8K +147 +17%
SIC
414
Salem Investment Counselors
North Carolina
$89.1K – – –
GI
415
GAMMA Investing
California
$80.9K +$6.98K +80 +10%
DB
416
Danske Bank
Denmark
$80.2K +$76.5K +877 New
MG
417
Mather Group
Illinois
$80.2K -$20.7K -237 -21%
Lazard Asset Management
418
Lazard Asset Management
New York
$75K -$1.05M -11,987 -94%
LCM
419
Logan Capital Management
Pennsylvania
$71K – – –
DMBA
420
Deseret Mutual Benefit Administrators
Utah
$70K – – –
CF
421
Corebridge Financial
Texas
$68.3K -$2.97K -34 -4%
GWM
422
Geneos Wealth Management
Colorado
$64.1K +$41.6K +477 +214%
EWA
423
EverSource Wealth Advisors
Alabama
$63K +$33.3K +381 +124%
Fidelity International
424
Fidelity International
Bermuda
$54.4K +$960 +11 +2%
QC
425
Quent Capital
New York
$49K -$3.14K -36 -6%