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Factset

Name Holding Trade Value Shares
Change
Change in
Stake
BHC
301
Bull Harbor Capital
Maryland
$1M +$999K +4,348 New
KF
302
Krilogy Financial
Missouri
$998K +$585K +2,546 +142%
MWM
303
Mission Wealth Management
California
$969K +$362K +1,577 +60%
LWCFA
304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$967K -$1.27M -5,545 -57%
HPCM
305
Hunter Perkins Capital Management
Illinois
$962K -$1.67M -7,282 -64%
P
306
PensionDanmark
Denmark
$954K +$631K +2,746 +196%
OIA
307
OneDigital Investment Advisors
Kansas
$952K -$297K -1,293 -24%
X
308
Xponance
Pennsylvania
$946K -$76.2K -332 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
309
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$939K -$193K -840 -17%
CCAM
310
Cascades Capital Asset Management
North Carolina
$930K +$230 +1 +0%
LIM
311
Longfellow Investment Management
Massachusetts
$920K
GXJ
312
Global X Japan
Japan
$909K +$65.9K +287 +8%
MML Investors Services
313
MML Investors Services
Massachusetts
$904K -$23K -100 -2%
EI
314
Ethic Inc
New York
$900K +$437K +1,904 +95%
DIA
315
Dean Investment Associates
Ohio
$897K +$38.4K +167 +4%
CJ
316
Caitlin John
Michigan
$889K +$533K +2,320 +150%
SFA
317
Sequoia Financial Advisors
Ohio
$882K +$201K +875 +30%
CC
318
Chicago Capital
Illinois
$872K
CCM
319
Coldstream Capital Management
Washington
$872K +$95.1K +414 +12%
PCA
320
Pallas Capital Advisors
Massachusetts
$869K +$868K +3,779 New
MOACM
321
Mutual of America Capital Management
New York
$863K -$44.6K -194 -5%
Public Employees Retirement Association of Colorado
322
Public Employees Retirement Association of Colorado
Colorado
$863K
GT
323
Glenmede Trust
Pennsylvania
$848K +$167K +726 +25%
AA
324
Advisory Alpha
Michigan
$844K +$302K +1,317 +56%
PCM
325
Penserra Capital Management
California
$818K -$102K -444 -11%