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Name Holding Trade Value Shares
Change
Change in
Stake
Laird Norton Wetherby Wealth Management
601
Laird Norton Wetherby Wealth Management
California
$530K -$18.6K -87 -3%
APC
602
Aspire Private Capital
North Carolina
$526K +$565K +2,645 New
Welch & Forbes
603
Welch & Forbes
Massachusetts
$517K – – –
Renaissance Technologies
604
Renaissance Technologies
New York
$497K +$534K +2,500 New
Integrated Wealth Concepts
605
Integrated Wealth Concepts
Massachusetts
$494K +$20.1K +94 +4%
Meridian Wealth Management
606
Meridian Wealth Management
Kentucky
$493K +$62K +290 +13%
Jasper Ridge Partners
607
Jasper Ridge Partners
California
$489K – – –
PSP
608
Principal Street Partners
Tennessee
$489K +$38K +178 +8%
SB
609
Strategic Blueprint
Georgia
$483K -$9.19K -43 -2%
Lido Advisors
610
Lido Advisors
California
$480K -$59.2K -277 -10%
Partners Capital Investment Group
611
Partners Capital Investment Group
Massachusetts
$472K – – –
P
612
Pitcairn
Pennsylvania
$463K +$18.2K +85 +4%
Gabelli Funds
613
Gabelli Funds
New York
$457K +$182K +850 +59%
Inspire Investing
614
Inspire Investing
Idaho
$454K +$40.4K +189 +9%
FA
615
FDx Advisors
Illinois
$453K – – –
OWA
616
Outlook Wealth Advisors
Texas
$451K +$18.6K +87 +4%
FMAEN1
617
Fund Management at Engine No 1
California
$448K +$44.2K +207 +10%
Horizon Investments
618
Horizon Investments
North Carolina
$446K +$29.5K +138 +7%
SP
619
Symmetry Partners
Connecticut
$446K – – –
Ameritas Investment Partners
620
Ameritas Investment Partners
Nebraska
$446K – – –
CI
621
Cigna Investments
Connecticut
$445K -$10.7K -50 -2%
MGO One Seven
622
MGO One Seven
Ohio
$441K +$38K +178 +9%
TAM
623
Trust Asset Management
Texas
$436K +$12.8K +60 +3%
MCA
624
MSH Capital Advisors
Arizona
$433K +$103K +482 +28%
Apollon Wealth Management
625
Apollon Wealth Management
South Carolina
$430K -$136K -634 -23%