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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
251
Banque Cantonale Vaudoise
Switzerland
$935K +$933K +25,109 New
EWM
252
Evercore Wealth Management
New York
$931K +$929K +25,000 New
BF
253
BOK Financial
Oklahoma
$920K +$412K +11,088 +81%
CS
254
Candriam SCA
Luxembourg
$901K +$29.3K +790 +3%
Daiwa Securities Group
255
Daiwa Securities Group
Japan
$887K -$3.86M -103,963 -81%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$879K +$391K +10,531 +81%
US Bancorp
257
US Bancorp
Minnesota
$876K -$3.31K -89 -0.4%
LP
258
Lexington Partners
New York
$874K +$871K +23,454 New
Vanguard Personalized Indexing Management
259
Vanguard Personalized Indexing Management
California
$853K -$31.3K -842 -4%
II
260
Impact Investors
California
$851K -$126K -3,387 -13%
HighTower Advisors
261
HighTower Advisors
Illinois
$846K +$79.5K +2,141 +10%
GCM
262
Graham Capital Management
Connecticut
$837K -$2.38M -64,160 -74%
WHAM
263
Windmill Hill Asset Management
United Kingdom
$836K +$29.4K +791 +4%
AB
264
Amalgamated Bank
New York
$806K +$53.6K +1,444 +7%
Franklin Resources
265
Franklin Resources
California
$794K -$4.54M -122,178 -85%
KJHP
266
K.J. Harrison & Partners
Ontario, Canada
$783K +$743K +20,000 New
JFG
267
Jefferies Financial Group
New York
$782K +$12K +322 +2%
PIM
268
Plato Investment Management
Australia
$764K +$199K +5,366 +35%
MC
269
Machina Capital
France
$742K +$740K +19,914 New
Corient Private Wealth
270
Corient Private Wealth
Florida
$735K -$731K -19,694 -50%
NW
271
NewEdge Wealth
Pennsylvania
$720K +$162K +4,373 +31%
ALMGDA
272
AG2R La Mondiale Gestion d'Actifs
France
$711K
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$709K -$173K -4,662 -20%
AssetMark Inc
274
AssetMark Inc
California
$706K +$646K +17,380 +1,097%
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada
$701K +$36K +970 +5%