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Name Holding Trade Value Shares
Change
Change in
Stake
NFH
351
NEXT Financial Holdings
Texas
$13K +$11.4K +162 New
Federation des caisses Desjardins du Quebec
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K +$4.22K +60 +57%
CFA
353
Carroll Financial Associates
North Carolina
$11K – – –
PHK
354
Point72 Hong Kong
Hong Kong
$11K +$10.3K +146 New
Robeco Institutional Asset Management
355
Robeco Institutional Asset Management
Netherlands
$8K -$11.6M -164,637 -100%
NSIM
356
North Star Investment Management
Illinois
$8K – – –
TNBTD
357
Trustmark National Bank Trust Department
Mississippi
$8K – – –
Global Retirement Partners
358
Global Retirement Partners
California
$8K +$2.18K +31 +43%
Advisory Services Network
359
Advisory Services Network
Georgia
$8K +$2.32K +33 +46%
EARNEST Partners
360
EARNEST Partners
Georgia
$6K – – –
Wealthspire Advisors (Maryland)
361
Wealthspire Advisors (Maryland)
Maryland
$5K -$1.83K -26 -30%
FRA
362
Front Row Advisors
California
$5K – – –
CAW
363
Cornerstone Advisors (Washington)
Washington
$5K +$4.15K +59 +536%
TC
364
Truvestments Capital
Florida
$4K +$3.52K +50 New
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$4K +$3.8K +54 New
FCA
366
FinTrust Capital Advisors
South Carolina
$3K – – –
TFO
367
Tarbox Family Office
California
$3K – – –
Valeo Financial Advisors
368
Valeo Financial Advisors
Indiana
$2K – – –
WCG
369
Weaver Consulting Group
California
$2K +$1.76K +25 New
TCOV
370
Trust Company of Vermont
Vermont
$2K +$2.11K +30 New
IRC
371
Investors Research Corp
Georgia
$2K +$2.32K +33 New
RWM
372
Raffa Wealth Management
District of Columbia
$1.43K – – –
W
373
WealthStone
Ohio
$1K +$492 +7 New
Silver Lake Group
374
Silver Lake Group
California
– -$345M -5,258,708 Closed
Kohlberg Kravis Roberts & Co
375
Kohlberg Kravis Roberts & Co
New York
– -$130M -1,982,920 Closed