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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
476
Independent Advisor Alliance
North Carolina
$593K +$52.8K +197 +9%
NSEDCP
477
NJ State Employees Deferred Compensation Plan
New Jersey
$584K
CRC
478
Curi RMB Capital
Illinois
$583K -$14.5K -54 -2%
MYAM
479
Meiji Yasuda Asset Management
Japan
$581K -$59K -220 -9%
CP
480
Camelot Portfolios
Ohio
$574K +$607K +2,263 New
KRSITF
481
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$570K +$525K +1,956 +55%
HCM
482
Hollencrest Capital Management
California
$568K +$600K +2,237 New
SAM
483
Shell Asset Management
Netherlands
$563K -$191K -714 -24%
AWCI
484
Alpine Woods Capital Investors
New York
$558K +$590K +2,200 New
TC
485
TownSquare Capital
Utah
$557K -$3.12M -11,647 -84%
FAM
486
Fairtree Asset Management
South Africa
$553K +$584K +2,179 New
SI
487
Symmetry Investments
Jersey
$551K +$582K +2,171 New
SF
488
Synovus Financial
Georgia
$549K -$23.9K -89 -4%
QCM
489
QRG Capital Management
Illinois
$544K -$168K -626 -23%
MMG
490
Monetary Management Group
Missouri
$542K -$268K -1,000 -32%
PC
491
Permanens Capital
New York
$536K
FFA
492
Farther Finance Advisors
California
$533K +$21.7K +81 +4%
BPWM
493
Badgley Phelps Wealth Managers
Washington
$524K -$2.95K -11 -0.5%
CAM
494
Cresset Asset Management
Illinois
$523K -$19M -70,894 -97%
GT
495
Greenleaf Trust
Michigan
$522K -$239K -892 -30%
Jones Financial Companies
496
Jones Financial Companies
Missouri
$515K +$220K +822 +68%
RWB
497
RMR Wealth Builders
New Jersey
$513K -$14.2K -53 -3%
MOS
498
MGO One Seven
Ohio
$512K +$81K +302 +18%
WH
499
Willner & Heller
California
$508K +$118K +440 +28%
MIM
500
Marco Investment Management
Georgia
$507K