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Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
901
Global Strategic Investment Solutions
Arizona
$377K – – –
FMAEN1
902
Fund Management at Engine No 1
California
$373K +$397K +2,111 New
ACM
903
AlphaCrest Capital Management
New York
$372K -$586K -3,117 -60%
SS
904
Simplicity Solutions
Minnesota
$369K -$368K -1,957 -48%
LS
905
Livforsakringsbolaget Skandia
Sweden
$369K – – –
BP
906
Ballentine Partners
Massachusetts
$368K +$57.1K +304 +17%
Fayez Sarofim & Co
907
Fayez Sarofim & Co
Texas
$364K -$5.26K -28 -1%
EWM
908
Echo Wealth Management
Minnesota
$363K – – –
GIA
909
Gladstone Institutional Advisory
Florida
$363K +$386K +2,057 New
ZCA
910
Zeke Capital Advisors
Pennsylvania
$362K +$385K +2,049 New
DGAM
911
Desjardins Global Asset Management
Quebec, Canada
$361K -$9.58K -51 -2%
WOC
912
West Oak Capital
California
$361K -$7.51K -40 -2%
PTC
913
Private Trust Company
Ohio
$361K +$10.7K +57 +3%
NFG
914
Nations Financial Group
Iowa
$359K -$205K -1,092 -35%
VV
915
Verity & Verity
South Carolina
$358K +$35.1K +187 +10%
BFEC
916
Benjamin F. Edwards & Company
Missouri
$357K -$7.7K -41 -2%
FFA
917
First Foundation Advisors
California
$357K +$18.4K +98 +5%
ASN
918
Advisory Services Network
Georgia
$356K -$491K -2,615 -56%
MHB
919
Midwest Heritage Bank
Iowa
$355K +$378K +2,010 New
ACM
920
Argent Capital Management
Missouri
$353K – – –
BBI
921
Baxter Bros Inc
Connecticut
$353K – – –
PWMG
922
Pinnacle Wealth Management Group
Michigan
$353K – – –
SACTSONJ
923
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$353K – – –
OPPTF
924
OPSEU Pension Plan Trust Fund
Ontario, Canada
$352K +$3.19K +17 +0.9%
HWM
925
HighMark Wealth Management
Minnesota
$349K +$939 +5 +0.3%