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Name Holding Trade Value Shares
Change
Change in
Stake
BP
526
Ballentine Partners
Massachusetts
$731K +$20K +315 +3%
CCG
527
Cypress Capital Group
Florida
$730K -$195K -3,063 -21%
IHL
528
Investment House LLC
California
$723K
GP
529
Greenline Partners
New York
$718K +$737K +11,595 New
SAM
530
Shell Asset Management
Netherlands
$718K -$21.1K -332 -3%
MOS
531
MGO One Seven
Ohio
$715K -$43.7K -688 -6%
UCFA
532
United Capital Financial Advisors
Texas
$707K -$15.5K -244 -2%
AC
533
AXQ Capital
New Jersey
$703K -$875K -13,774 -55%
HAG
534
HF Advisory Group
Maryland
$700K -$43.1K -678 -6%
CFB
535
Cullen/Frost Bankers
Texas
$698K -$78.4K -1,234 -10%
CIEC
536
Crédit Industriel et Commercial
France
$697K +$715K +11,251 New
VA
537
Vident Advisory
Georgia
$693K -$3.74M -58,922 -84%
KIM
538
Kestra Investment Management
Texas
$692K +$449K +7,074 +172%
HW
539
Hancock Whitney
Mississippi
$692K -$17.4K -274 -2%
GIM
540
Generali Investments Management
Slovenia
$690K +$708K +11,142 New
AO
541
Advisor OS
Illinois
$688K +$705K +11,100 New
FFG
542
Fortem Financial Group
California
$685K +$30.7K +483 +5%
CPCPP
543
Canada Post Corporation Pension Plan
Canada
$673K +$690K +10,864 New
USAA
544
United Services Automobile Association
Texas
$669K
Lido Advisors
545
Lido Advisors
California
$664K -$92.8K -1,460 -12%
PCM
546
Palouse Capital Management
Washington
$662K -$1.1M -17,392 -62%
VCA
547
Verdence Capital Advisors
Maryland
$661K -$36.8K -580 -5%
TCPW
548
Twin City Private Wealth
North Carolina
$660K +$38.6K +607 +6%
EI
549
Ellevest Inc
New York
$659K +$11.6K +183 +2%
LSAG
550
Lake Street Advisors Group
New Hampshire
$656K -$18.6K -293 -3%