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Name Holding Trade Value Shares
Change
Change in
Stake
VI
501
Versor Investments
New York
$297K +$46.2K +103 +20%
PHIC
502
Pine Haven Investment Counsel
Massachusetts
$294K +$271K +605 New
TA
503
Tiedemann Advisors
New York
$292K
GT
504
Greenleaf Trust
Michigan
$292K +$10.3K +23 +4%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$291K +$4.48K +10 +2%
CCA
506
Checchi Capital Advisers
California
$290K
CFAM
507
Center For Asset Management
Florida
$286K +$264K +589 New
PA
508
Profund Advisors
Maryland
$282K -$678K -1,512 -72%
MIM
509
Martin Investment Management
Florida
$279K
TAM
510
Tocqueville Asset Management
New York
$279K
D
511
Diversified
Delaware
$273K
GCP
512
GSA Capital Partners
United Kingdom
$271K -$108K -240 -30%
RMCM
513
Reynders McVeigh Capital Management
Massachusetts
$268K -$39K -87 -14%
CS
514
Capital Square
Tennessee
$267K
CI Investments Inc
515
CI Investments Inc
Ontario, Canada
$265K -$74.4K -166 -23%
PCM
516
Prelude Capital Management
New York
$261K +$241K +537 New
DAM
517
Delta Asset Management
Tennessee
$258K
GI
518
GAMCO Investors
Connecticut
$258K
AG
519
AIA Group
Hong Kong
$258K +$238K +531 New
CAM
520
Capco Asset Management
Florida
$255K
CANY
521
Caxton Associates (New York)
New York
$255K +$235K +525 New
SFO
522
Stokes Family Office
Louisiana
$253K +$233K +520 New
KAS
523
Kestra Advisory Services
Texas
$252K +$232K +518 New
PA
524
Parallel Advisors
California
$251K +$163K +364 +239%
NIMI
525
Natixis Investment Managers International
France
$249K -$15.7K -35 -6%