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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
301
William Blair & Company
Illinois
$897K +$219K +4,322 +35%
PNC Financial Services Group
302
PNC Financial Services Group
Pennsylvania
$895K -$227K -4,470 -21%
RG
303
Rathbones Group
United Kingdom
$892K +$188K +3,708 +28%
WMP
304
Wealth Management Partners
Arizona
$889K +$155K +3,052 +22%
AB
305
Amalgamated Bank
New York
$883K +$301K +5,948 +56%
AHL
306
Abel Hall LLC
Louisiana
$865K -$143K -2,827 -15%
CPL
307
Corecam Pte Ltd
$854K +$446K +8,801 +122%
Schroder Investment Management Group
308
Schroder Investment Management Group
United Kingdom
$845K +$357K +7,045 +82%
TMAM
309
Tokio Marine Asset Management
Japan
$832K +$791K +15,613 New
SAI
310
Savvy Advisors Inc
New York
$820K +$319K +6,304 +69%
PWM
311
Perigon Wealth Management
California
$814K +$75.2K +1,484 +11%
CPM
312
Connective Portfolio Management
New York
$799K +$760K +15,000 New
GP
313
Guardian Partners
Canada
$799K +$760K +15,000 New
LB
314
Legacy Bridge
Iowa
$799K +$75.4K +1,487 +11%
CL
315
Choreo LLC
Illinois
$789K +$43.8K +864 +6%
Optiver Holding
316
Optiver Holding
Netherlands
$774K +$737K +14,539 New
PCM
317
Princeton Capital Management
New Jersey
$773K +$1.52K +30 +0.2%
HH
318
Hilltop Holdings
Texas
$768K +$7.6K +150 +1%
Neuberger Berman Group
319
Neuberger Berman Group
New York
$767K -$14.6M -288,746 -95%
CS
320
Candriam SCA
Luxembourg
$757K +$721K +14,236 New
Prudential Financial
321
Prudential Financial
New Jersey
$755K -$2.03M -39,975 -74%
CAM
322
Cresset Asset Management
Illinois
$755K +$289K +5,696 +67%
DCA
323
DB&C Advisors
Michigan
$754K +$337K +6,651 +89%
CA
324
Clearstead Advisors
Ohio
$750K +$65.8K +1,298 +10%
DWM
325
Diversify Wealth Management
Utah
$749K +$30.5K +602 +3%