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Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
476
Baker Ellis Asset Management
Washington
$629K -$10.8K -200 -2%
PA
477
Prossimo Advisors
California
$629K +$161K +2,978 +34%
TW
478
TritonPoint Wealth
Maryland
$629K -$13.3K -246 -2%
LIM
479
Longfellow Investment Management
Massachusetts
$625K +$4.31K +80 +0.7%
HT
480
Headlands Technologies
Illinois
$623K +$628K +11,640 New
PWG
481
Portside Wealth Group
Utah
$619K -$46.8K -868 -7%
CA
482
Continuum Advisory
Idaho
$619K +$2.8K +52 +0.5%
CW
483
CreativeOne Wealth
Kansas
$615K +$47K +872 +8%
FT
484
Fiduciary Trust
Massachusetts
$600K -$720K -13,350 -54%
WAP
485
Wealthcare Advisory Partners
Pennsylvania
$600K +$19.8K +368 +3%
TMAM
486
Tokio Marine Asset Management
Japan
$596K +$50.8K +942 +9%
CIA
487
Concurrent Investment Advisors
Florida
$591K +$269K +4,990 +82%
IC
488
IEQ Capital
California
$590K +$112K +2,074 +23%
MCA
489
Millennium Capital Advisors
Arkansas
$588K – – –
CC
490
Centiva Capital
New York
$583K -$145K -2,690 -20%
EH
491
Equitable Holdings
New York
$571K -$31.9K -592 -5%
CCM
492
Coldstream Capital Management
Washington
$568K -$15.8K -294 -3%
FCM
493
Fourpath Capital Management
Oklahoma
$567K -$18.1K -336 -3%
William Blair & Company
494
William Blair & Company
Illinois
$550K +$103K +1,906 +23%
AFCM
495
Applied Finance Capital Management
Puerto Rico
$546K +$550K +10,206 New
PGFC
496
Peapack-Gladstone Financial Corp
New Jersey
$544K +$2.48K +46 +0.5%
MAS
497
Meeder Advisory Services
Ohio
$542K +$60.2K +1,116 +12%
GI
498
GAMMA Investing
California
$542K +$274K +5,074 +100%
HI
499
Horizon Investments
North Carolina
$539K +$4.53K +84 +0.8%
FIA
500
Foundations Investment Advisors
Arizona
$534K +$60.3K +1,118 +13%