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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
201
Vanguard Personalized Indexing Management
California
$841K +$278K +3,296 +46%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$826K +$35K +416 +4%
BHCM
203
Brevan Howard Capital Management
Jersey
$809K +$842K +9,998 New
MUAMU
204
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$809K +$842K +10,000 New
CAG
205
Crestwood Advisors Group
Massachusetts
$797K +$1.94K +23 +0.2%
SAM
206
Silvercrest Asset Management
New York
$779K -$28.2K -335 -3%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$778K -$9.77K -116 -1%
TFIPS
208
Towarzystwo Funduszy Inwestycyjnych PZU SA
$732K +$762K +9,050 New
CGH
209
Crossmark Global Holdings
Texas
$718K +$44.6K +529 +6%
Truist Financial
210
Truist Financial
North Carolina
$701K +$164K +1,946 +29%
JFG
211
Jefferies Financial Group
New York
$696K +$724K +8,595 New
QCM
212
Qsemble Capital Management
New York
$665K +$692K +8,215 New
KeyBank National Association
213
KeyBank National Association
Ohio
$658K -$19K -225 -3%
EI
214
Ethic Inc
New York
$653K +$139K +1,647 +26%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$648K
Lazard Asset Management
216
Lazard Asset Management
New York
$635K +$661K +7,850 New
Deutsche Bank
217
Deutsche Bank
Germany
$631K -$16.1K -191 -2%
FSA
218
Fort Sheridan Advisors
Illinois
$621K +$647K +7,678 New
BTI
219
Blue Trust Inc
Georgia
$609K +$7.67K +91 +1%
Sumitomo Mitsui Trust Group
220
Sumitomo Mitsui Trust Group
Japan
$609K +$48.6K +577 +8%
CP
221
CenterBook Partners
Connecticut
$583K +$606K +7,198 New
HWAM
222
Hennion & Walsh Asset Management
New Jersey
$578K -$20.6K -245 -3%
GB
223
Goepper Burkhardt
South Carolina
$576K -$33.7K -400 -5%
COI
224
Connable Office Inc
Michigan
$574K -$113K -1,342 -16%
SCTC
225
Sanibel Captiva Trust Company
Florida
$570K