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DaVita
DVA

Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
351
Kesler Norman & Wride
Utah
$571K +$514K +3,477 New
AFAS
352
Acorn Financial Advisory Services
Virginia
$557K -$152K -1,029 -23%
CW
353
CreativeOne Wealth
Kansas
$543K +$53.6K +363 +12%
SEC
354
Seven Eight Capital
New York
$535K -$2.49M -16,880 -84%
KRS
355
Kentucky Retirement Systems
Kentucky
$527K -$101K -684 -18%
EGM
356
Engineers Gate Manager
New York
$519K +$467K +3,163 New
BRWA
357
B. Riley Wealth Advisors
Florida
$513K -$144K -976 -24%
FSG
358
Financial Strategies Group
Michigan
$507K +$74.5K +504 +19%
FTDI
359
First Trust Direct Indexing
Massachusetts
$500K +$12.7K +86 +3%
CFB
360
Cullen/Frost Bankers
Texas
$500K – – –
PWP
361
Perfromance Wealth Partners
Illinois
$493K +$1.18K +8 +0.3%
MSU
362
Mizuho Securities USA
New York
$490K -$148K -1,001 -25%
PWS
363
Precision Wealth Strategies
Missouri
$490K +$8.42K +57 +2%
PTC
364
Petrus Trust Company
Texas
$482K -$232K -1,567 -35%
HIMCH
365
Hartford Investment Management Co (HIMCO)
Connecticut
$481K -$57.6K -390 -12%
AI
366
Atria Investments
North Carolina
$475K +$46.8K +317 +12%
NFSG
367
Newbridge Financial Services Group
Florida
$474K +$427K +2,890 New
SAM
368
Shell Asset Management
Netherlands
$472K +$425K +2,879 New
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$472K -$155K -1,051 -27%
NAS
370
NWF Advisory Services
California
$465K -$28.7K -194 -6%
EAM
371
Erste Asset Management
Austria
$454K +$155K +1,050 +60%
CCM
372
Coldstream Capital Management
Washington
$452K +$1.03K +7 +0.3%
PIM
373
Plato Investment Management
Australia
$447K – – –
RIM
374
Rakuten Investment Management
Japan
$446K +$74.6K +505 +23%
GA
375
Gateway Advisory
New Jersey
$444K +$5.76K +39 +1%
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