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Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
176
Pictet Asset Management (Switzerland)
Switzerland
$499K +$413K +12,810 New
LFAS
177
Level Four Advisory Services
Texas
$498K +$413K +12,786 New
Truist Financial
178
Truist Financial
North Carolina
$498K +$35.9K +1,113 +10%
LCM
179
Legato Capital Management
California
$488K +$405K +12,550 New
CWM
180
Congress Wealth Management
Massachusetts
$447K
AR
181
Advisory Research
Illinois
$445K +$369K +11,443 New
MML Investors Services
182
MML Investors Services
Massachusetts
$427K -$22.1K -685 -6%
US Bancorp
183
US Bancorp
Minnesota
$426K -$15.5K -480 -4%
SPA
184
Sherbrooke Park Advisers
New York
$416K +$345K +10,700 New
CB
185
Commerce Bank
Missouri
$410K -$11.5K -356 -3%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$377K
LPL Financial
187
LPL Financial
California
$376K -$108K -3,354 -26%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$369K +$306K +9,482 New
Corient Private Wealth
189
Corient Private Wealth
Florida
$366K +$303K +9,402 New
CAM
190
Connacht Asset Management
New York
$361K -$224K -6,931 -43%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$351K +$2.81K +87 +1%
BP
192
BBR Partners
New York
$347K
Capstone Investment Advisors
193
Capstone Investment Advisors
New York
$345K +$286K +8,859 New
CWM
194
Connecticut Wealth Management
Connecticut
$332K
State of Wisconsin Investment Board
195
State of Wisconsin Investment Board
Wisconsin
$331K +$274K +8,506 New
SRAM
196
Spouting Rock Asset Management
Pennsylvania
$331K
OAM
197
Oppenheimer Asset Management
New York
$315K -$3.42K -106 -1%
CGH
198
Crossmark Global Holdings
Texas
$314K +$244K +7,570 New
ECM
199
Everence Capital Management
Indiana
$308K
SW
200
SkyOak Wealth
Michigan
$307K +$254K +7,880 New