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Name Holding Trade Value Shares
Change
Change in
Stake
SO
451
STRS Ohio
Ohio
$810K -$111K -3,850 -11%
Luther King Capital Management (LKCM)
452
Luther King Capital Management (LKCM)
Texas
$796K -$97.5K -3,393 -10%
CPO
453
Cerity Partners OCIO
New York
$788K -$2.67K -93 -0.3%
AF
454
Allworth Financial
California
$788K +$64.6K +2,247 +8%
BHBT
455
Burke & Herbert Bank & Trust
Virginia
$787K -$4.63K -161 -0.6%
AMG
456
Asset Management Group
Connecticut
$779K +$5.86K +204 +0.7%
RFG
457
Range Financial Group
Oregon
$766K -$20.2K -702 -2%
BSW
458
Buckingham Strategic Wealth
Missouri
$766K -$17.1K -596 -2%
PFM
459
Parsec Financial Management
North Carolina
$766K +$12.1K +420 +2%
CAAS
460
Capital Asset Advisory Services
Michigan
$761K +$25.7K +893 +3%
WDA
461
Wendell David Associates
New Hampshire
$758K – – –
COCM
462
Charter Oak Capital Management
New Hampshire
$744K +$29 +1 +0%
RCS
463
Retirement Capital Strategies
California
$738K – – –
Rockefeller Capital Management
464
Rockefeller Capital Management
New York
$735K -$349K -12,157 -31%
RWM
465
Ritholtz Wealth Management
New York
$732K +$386K +13,444 +101%
VCM
466
Virtue Capital Management
Tennessee
$729K +$64.5K +2,246 +9%
CFB
467
Cullen/Frost Bankers
Texas
$723K +$109K +3,802 +17%
SP
468
Symmetry Partners
Connecticut
$722K -$255K -8,885 -26%
CK
469
Cohen Klingenstein
New York
$717K – – –
PCS
470
Personal CFO Solutions
New Jersey
$715K -$5.66K -197 -0.7%
CAM
471
Cresset Asset Management
Illinois
$705K +$67.5K +2,350 +10%
GIM
472
Grassi Investment Management
California
$700K – – –
IC
473
Intersect Capital
California
$699K +$537K +18,705 +273%
CIBC Private Wealth Group
474
CIBC Private Wealth Group
Georgia
$697K -$45.5K -1,582 -6%
TCA
475
Teewinot Capital Advisers
New York
$692K – – –