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Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
601
Wealthfront Advisers
California
$827K +$45.6K +193 +6%
Coldstream Capital Management
602
Coldstream Capital Management
Washington
$815K +$103K +436 +14%
IA
603
Icon Advisers
Colorado
$815K -$519K -2,200 -39%
Empowered Funds
604
Empowered Funds
Pennsylvania
$814K +$206K +871 +34%
BFA
605
Brown Financial Advisors
Ohio
$813K +$93.5K +396 +13%
B
606
Birchbrook
Maine
$793K +$8.26K +35 +1%
William Blair Investment Management
607
William Blair Investment Management
Illinois
$792K +$789K +3,341 New
OHWP
608
Oak Harbor Wealth Partners
North Carolina
$790K +$66.6K +282 +9%
KOCAA
609
Knights of Columbus Asset Advisors
Connecticut
$786K -$452K -1,915 -37%
QI
610
Qtron Investments
Massachusetts
$783K +$195K +827 +33%
Greenleaf Trust
611
Greenleaf Trust
Michigan
$779K +$26.2K +111 +3%
Great Valley Advisor Group
612
Great Valley Advisor Group
Delaware
$767K +$34.9K +148 +5%
Merit Financial Group
613
Merit Financial Group
Georgia
$766K -$312K -1,320 -29%
GTAM
614
Global Trust Asset Management
Florida
$765K – – –
HI
615
Humankind Investments
New York
$763K +$19.8K +84 +3%
Intact Investment Management
616
Intact Investment Management
Quebec, Canada
$754K +$135K +570 +22%
ALPS Advisors
617
ALPS Advisors
Colorado
$751K -$26.4K -112 -3%
CreativeOne Wealth
618
CreativeOne Wealth
Kansas
$750K +$131K +553 +21%
C1AG
619
Client 1st Advisory Group
Florida
$748K -$102K -430 -12%
Aristeia Capital
620
Aristeia Capital
Connecticut
$737K +$26.2K +111 +4%
Bessemer Group
621
Bessemer Group
New Jersey
$719K -$1.68M -7,111 -70%
Caprock Group
622
Caprock Group
Idaho
$712K +$74.4K +315 +12%
Diversified Trust
623
Diversified Trust
Tennessee
$711K +$708K +3,001 New
LOIM
624
Liberty One Investment Management
Illinois
$711K -$34K -144 -5%
PCMH
625
Polymer Capital Management (HK)
Hong Kong
$711K -$31.9K -135 -4%