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Name Holding Trade Value Shares
Change
Change in
Stake
MAA
726
Matrix Asset Advisors
New York
$203K +$192K +400 New
NFC
727
Northeast Financial Consultants
Connecticut
$203K +$192K +400 New
EFG
728
Ethos Financial Group
Pennsylvania
$202K +$191K +398 New
EWA
729
EverSource Wealth Advisors
Alabama
$201K +$6.25K +13 +3%
DT
730
Diversified Trust
Tennessee
$201K +$190K +396 New
BIG
731
Brooklyn Investment Group
New York
$186K +$177K +368 New
Lazard Asset Management
732
Lazard Asset Management
New York
$185K – – –
PCM
733
Penserra Capital Management
California
$182K +$1.92K +4 +1%
SAM
734
Smartleaf Asset Management
Massachusetts
$175K +$68.3K +142 +71%
SIM
735
Sentry Investment Management
Wisconsin
$174K – – –
CA
736
Clearstead Advisors
Ohio
$168K -$1.92K -4 -1%
EPW
737
Evergreen Private Wealth
Colorado
$166K +$1.44K +3 +0.9%
SS
738
Sunbelt Securities
Texas
$154K – – –
AA
739
Alta Advisers
United Kingdom
$152K – – –
PHK
740
Point72 Hong Kong
Hong Kong
$151K -$162K -337 -53%
WI
741
Wintrust Investments
Illinois
$149K -$1.24M -2,586 -90%
PTC
742
Private Trust Company
Ohio
$142K -$2.88K -6 -2%
OAJ
743
Ogorek Anthony Joseph
New York
$142K – – –
EFMH
744
E Fund Management (HK)
Hong Kong
$132K +$21.6K +45 +21%
TIM
745
Tortoise Investment Management
New York
$129K – – –
CFO
746
CVA Family Office
Colorado
$128K +$2.4K +5 +2%
GRP
747
Global Retirement Partners
California
$123K +$8.17K +17 +8%
RDFA
748
Ritter Daniher Financial Advisory
Ohio
$119K – – –
AF
749
Advisornet Financial
Minnesota
$119K +$88.5K +184 +368%
ZB
750
Zions Bancorporation
Utah
$117K -$961 -2 -0.9%