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Name Holding Trade Value Shares
Change
Change in
Stake
CI
701
Cigna Investments
Connecticut
$408K
ClearBridge Investments
702
ClearBridge Investments
New York
$408K -$438 -16 -0.1%
CPA
703
Capital Planning Advisors
California
$406K +$377K +13,764 New
BWM
704
BerganKDV Wealth Management
Minnesota
$406K -$1.59K -58 -0.4%
CA
705
Clearstead Advisors
Ohio
$406K +$94K +3,434 +33%
GCM
706
Gladius Capital Management
Illinois
$405K -$348K -12,728 -48%
CGL
707
Clarius Group LLC
Washington
$404K +$15.5K +568 +4%
BFO
708
Boston Family Office
Massachusetts
$404K
PK
709
Pflug Koory
Nebraska
$403K -$10.9K -400 -3%
CT
710
Caldwell Trust
Florida
$403K -$14.3K -524 -4%
ECM
711
Evergreen Capital Management
Washington
$396K +$51.9K +1,896 +16%
VWA
712
V Wealth Advisors
Kansas
$395K -$5.75K -210 -2%
OTL
713
Oak Thistle LLC
New York
$395K +$366K +13,376 New
TFA
714
Transamerica Financial Advisors
Florida
$393K +$492 +18 +0.1%
WB
715
West Bancorporation
Iowa
$391K +$363K +13,260 New
FFN
716
Focus Financial Network
Minnesota
$390K +$129K +4,722 +56%
A
717
AustralianSuper
Australia
$389K
FCI
718
Financial Counselors Inc
Kansas
$388K -$32.1K -1,174 -8%
RMDI
719
R.M. Davis Inc
Maine
$386K -$13.7K -500 -4%
PCM
720
Penserra Capital Management
California
$384K +$193K +7,058 +117%
WA
721
Wealth Alliance
New York
$383K +$40.6K +1,484 +13%
VI
722
Versor Investments
New York
$380K +$353K +12,894 New
SBH
723
Segall Bryant & Hamill
Illinois
$378K
SFA
724
Sequoia Financial Advisors
Ohio
$376K +$15.1K +552 +5%
FCP
725
Fidelis Capital Partners
Florida
$373K +$79.6K +2,910 +30%