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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Clearstead Advisors
Ohio
$292K – – –
AP
627
Americana Partners
Texas
$291K – – –
XT
628
XTX Topco
Cayman Islands
$291K +$296K +1,852 New
EFM
629
E Fund Management
China
$288K -$13.8K -86 -4%
AIM
630
Athena Investment Management
California
$285K – – –
TFA
631
Transamerica Financial Advisors
Florida
$284K -$800 -5 -0.3%
CAM
632
Cresset Asset Management
Illinois
$278K +$37.9K +237 +16%
GPA
633
Garrison Point Advisors
California
$276K -$24K -150 -8%
AWM
634
Apollon Wealth Management
South Carolina
$276K +$281K +1,754 New
SS
635
Simplicity Solutions
Minnesota
$275K +$42.9K +268 +18%
QIM
636
Quantitative Investment Management
Virginia
$275K +$280K +1,751 New
SC
637
Steph & Co
Wisconsin
$274K +$9.12K +57 +3%
NIMI
638
Natixis Investment Managers International
France
$273K -$2.06M -12,863 -88%
FMAEN1
639
Fund Management at Engine No 1
California
$272K -$17.3K -108 -6%
GT
640
Glenview Trust
Kentucky
$271K +$276K +1,726 New
BC
641
Bridgefront Capital
Texas
$268K +$272K +1,700 New
S
642
SimplyRich
California
$267K – – –
DWT
643
Dorsey & Whitney Trust
South Dakota
$266K +$18.1K +113 +7%
BDF
644
Balasa Dinverno & Foltz
$266K +$271K +1,693 New
CNC
645
Canandaigua National Corp
New York
$265K -$1.76K -11 -0.6%
HFM
646
Harvest Fund Management
China
$263K +$146K +914 +121%
CT
647
Cambridge Trust
Massachusetts
$262K +$2.08K +13 +0.8%
PA
648
Profund Advisors
Maryland
$262K +$5.12K +32 +2%
WFA
649
Wipfli Financial Advisors
Wisconsin
$260K +$265K +1,654 New
TPCW
650
TD Private Client Wealth
New York
$259K +$9.44K +59 +4%
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