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Name Holding Trade Value Shares
Change
Change in
Stake
EWS
551
Evergreen Wealth Solutions
Pennsylvania
$683K -$87.6K -2,386 -10%
CGA
552
Crescent Grove Advisors
Illinois
$682K
Boston Partners
553
Boston Partners
Massachusetts
$680K
TA
554
Tectonic Advisors
Texas
$673K +$68.2K +1,858 +10%
Verition Fund Management
555
Verition Fund Management
Connecticut
$662K +$741K +20,182 New
WANY
556
Wealthspire Advisors (New York)
New York
$659K +$737K +20,089 New
MFG
557
MidWestOne Financial Group
Iowa
$658K -$15.6K -426 -2%
MFS
558
Monetta Financial Services
Illinois
$656K
PFM
559
Parsec Financial Management
North Carolina
$646K -$147K -4,000 -17%
HI
560
Humankind Investments
New York
$644K +$27K +736 +4%
TFA
561
Transamerica Financial Advisors
Florida
$640K +$716K +19,497 +102,616%
Cetera Investment Advisers
562
Cetera Investment Advisers
Illinois
$637K +$65.7K +1,790 +10%
Wolverine Trading
563
Wolverine Trading
Illinois
$632K +$690K +18,803 New
JCIA
564
Jackson Creek Investment Advisors
Colorado
$631K -$69.5K -1,894 -9%
BMCM
565
Burns Matteson Capital Management
New York
$628K +$274K +7,469 +64%
EWA
566
EP Wealth Advisors
California
$615K -$34.2K -933 -5%
HCM
567
Helios Capital Management
Singapore
$615K +$688K +18,750 New
PFMU
568
Privium Fund Management (UK)
United Kingdom
$613K
Rockefeller Capital Management
569
Rockefeller Capital Management
New York
$611K +$16.1K +440 +2%
CT
570
Cambridge Trust
Massachusetts
$609K -$5.4K -147 -0.8%
CW
571
Connectus Wealth
Ohio
$609K +$17.4K +473 +3%
CICI
572
Capital Investment Counsel Inc
North Carolina
$602K +$661 +18 +0.1%
QCG
573
Quadrant Capital Group
Ohio
$595K +$29.3K +797 +5%
AG
574
Ascent Group
Virginia
$592K +$164K +4,471 +34%
FNT
575
First National Trust
Pennsylvania
$590K -$6.72K -183 -1%