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Name Holding Trade Value Shares
Change
Change in
Stake
RC
301
RegentAtlantic Capital
New Jersey
$376K -$47.4K -815 -11%
VCA
302
Verdence Capital Advisors
Maryland
$375K +$8.09K +139 +2%
BAM
303
Belpointe Asset Management
Nevada
$375K +$378K +6,489 New
HNB
304
Huntington National Bank
Ohio
$362K +$175 +3 +0%
IC
305
IEQ Capital
California
$354K +$357K +6,130 New
EH
306
Equitable Holdings
New York
$350K +$58.2K +1,000 +20%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$336K – – –
Schroder Investment Management Group
308
Schroder Investment Management Group
United Kingdom
$329K -$6.81K -117 -2%
Wellington Management Group
309
Wellington Management Group
Massachusetts
$319K +$4.07K +70 +1%
HAIM
310
Hunter Associates Investment Management
Pennsylvania
$319K +$14.7K +253 +5%
DA
311
DCM Advisors
New York
$317K – – –
CCIA
312
Campbell & Co Investment Adviser
Maryland
$313K +$316K +5,423 New
ICM
313
Islay Capital Management
Texas
$311K +$122K +2,094 +63%
Mercer Global Advisors
314
Mercer Global Advisors
Colorado
$310K +$35.7K +614 +13%
William Blair & Company
315
William Blair & Company
Illinois
$306K +$40.3K +693 +15%
MIM
316
Moseley Investment Management
Florida
$305K – – –
PA
317
Profund Advisors
Maryland
$302K -$34K -584 -10%
IA
318
Inspire Advisors
Idaho
$299K +$301K +5,176 New
GIA
319
Guyasuta Investment Advisors
Pennsylvania
$297K -$844K -14,510 -74%
IRC
320
Investors Research Corp
Georgia
$290K – – –
S
321
SignatureFD
Georgia
$288K -$63.3K -1,088 -18%
EI
322
Ellevest Inc
New York
$284K +$139K +2,385 +94%
SC
323
Savant Capital
Illinois
$281K -$38.1K -655 -12%
AR
324
Advisory Research
Illinois
$279K +$2.68K +46 +1%
Vontobel Holding
325
Vontobel Holding
Switzerland
$278K -$512K -8,805 -65%