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Name Holding Trade Value Shares
Change
Change in
Stake
EGM
351
Engineers Gate Manager
New York
$558K -$1.23M -13,808 -70%
BFA
352
Beaumont Financial Advisors
Massachusetts
$550K -$24.4K -274 -4%
CWM
353
Circle Wealth Management
New Jersey
$546K
ATC
354
Argent Trust Co
Tennessee
$539K +$42K +472 +9%
VAS
355
Vestmark Advisory Solutions
Massachusetts
$536K -$63.4K -713 -11%
JCM
356
Jacobi Capital Management
Pennsylvania
$529K -$233K -2,625 -32%
X
357
Xponance
Pennsylvania
$514K +$33.7K +379 +7%
AP
358
Advisor Partners
California
$490K +$43K +484 +10%
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$467K +$205K +2,311 +86%
Luther King Capital Management (LKCM)
360
Luther King Capital Management (LKCM)
Texas
$458K
Franklin Resources
361
Franklin Resources
California
$451K +$19.6K +220 +5%
TPCW
362
TD Private Client Wealth
New York
$445K +$151K +1,701 +56%
AC
363
Allstate Corporation
Illinois
$443K +$25.8K +290 +7%
IRF
364
IBM Retirement Fund
New York
$440K +$50.5K +568 +14%
VWA
365
V Wealth Advisors
Kansas
$433K +$148K +1,664 +56%
BCV
366
Banque Cantonale Vaudoise
Switzerland
$428K
CTFG
367
Capstone Triton Financial Group
Oklahoma
$419K +$399K +4,484 New
GTCM
368
Gyon Technologies Capital Management
New Jersey
$417K +$19.5K +219 +5%
CI
369
Cigna Investments
Connecticut
$414K +$29.4K +331 +8%
TC
370
TwinBeech Capital
New York
$408K -$1.07M -12,067 -73%
IWM
371
IHT Wealth Management
Illinois
$406K -$3.47K -39 -0.9%
Mirae Asset Global Investments
372
Mirae Asset Global Investments
South Korea
$405K -$2.12M -23,873 -85%
FHB
373
First Hawaiian Bank
Hawaii
$399K +$2.49K +28 +0.7%
WFM
374
Wolff Financial Management
Michigan
$394K
UB
375
UMB Bank
Missouri
$394K +$375K +4,215 New